In the Donations section of your form-level control panel, you can create and manage your donation amounts.

You land on the Amounts tab by default, where you can toggle on/off, add, edit, reorder, or delete donation amounts displayed on your form. The Other option gives donors a way to enter a custom donation amount.

To customize the text of the Other option, click Edit, and then type your preferred text in the Name field. Click Save Amount when you’re done.

From this table, you can also see at a glance whether a donation amount appears on the one-time or recurring donation tab (or both!), and you can copy a URL for your form that will pre-select that donation amount.

To add a new donation amount, click Add New Amount. Enter your amount. If desired, you can enter a name and a description for your donation amount. This is useful if you're providing impact information for your donors.

Below the description section, you'll see Display Settings for the donation amount. This is how you'll designate where the donation amount should appear: on the one-time donation tab, on the recurring gift tab, or both!

Last, you'll see an option to upload an associated image with your donation amount.

When you click Change Default Image, you can locate an image in your file system. You can move and resize the image to fit the required image dimensions. Click I'm Done Editing when you're finished.

Once you've added an image, it will appear in the interface.

Click Add New Amount when you're finished.

Your new amount will now appear in your main donation amount listing. You can toggle on/off, edit, reorder, or delete amounts at any time.

This is where you'll configure settings related to the donation types you set up on your form. You'll see four sections (shown collapsed below).

By default, your donation form will display the donation amounts that you’ve configured on the Amounts tab.

The Enable Multi-Restriction Giving option changes the look of your form and offers a way for donors to direct their support to one or more restrictions.

Check out this article to learn more about configuring restrictions with Multi-Restriction Giving.

If you have the Giving Essentials or Giving+ package, you'll see a toggle to Enable Express Donate. Express Donate is a feature that makes it possible for donors to use a “digital wallet” (Apple Pay, PayPal, or Venmo) as the first step of the donation process.

Check out this article to learn more!

If you have the Giving Essentials or Giving+ package, you'll see a toggle to Enable Smart Amounts. Smart Amounts is a feature that uses machine learning to auto-populate donation amounts on the form based on visitor data and historical giving trends across the Bloomerang Fundraising platform.

Check out this article to learn more!

If you have a Double the Donation or HEPdata account, you can enable matching gifts on your donation forms and offer donors a way to search for matching gifts right on the form.

When you toggle the option on, you'll see options to Activate the Double the Donation and HEPdata services.

Choose the service you'd like to use, click Activate, and follow the instructions. You can read more about setting up Double the Donation here. To read more about setting up HEPdata, head here.

Next, you'll see options to allow individual and/or company donations. At least one of these options must be selected in order for donations to be accepted on your form.

If you select both options, text boxes will appear to let you customize the wording on the public-facing form. The default wording is "I'm an individual" for Individuals and "I'm a company" for Companies.

If you would like to collect first and last names from company donors, check the box labeled Collect a contact name with company contributions.

If you'd like to set minimum and maximum donation amounts for your form, input your desired amounts in these boxes. Use the toggles to decide whether to display the amounts on your public-facing form.

In the Recurring Settings section, you can set up:

If you'd like to offer recurring giving on your form, you'll need to select which type you'd like to offer: Sustaining Gifts, Giving Plans: Predefined, or Giving Plans: Flexible.

Sustaining Gifts are simple recurring gifts. Donors select a dollar amount on your form, then choose a frequency at which they'd like donations to occur. Your frequency options are:

The system default recurring option is Monthly. To change that, use the Default Recurring Frequency drop-down.

If you're offering multiple recurring donation frequencies, the tab will say "Ongoing."

For both Sustaining Gifts and Giving Plans, you can allow donors to specify a start and/or end date for their recurring gifts.

If you toggle on one of these options, you can then decide if a date should be required or optional.

In the Additional Conversion Opportunities section, you'll find settings that are designed to increase conversions on your forms, starting with handy prompts you can enable and customize to encourage one-time donors to make their gifts recurring.

When enabled, the Recurring Nudge displays a simple callout in the Choose Your Gift section of your form. The language in the nudge can be customized in Form Builder if desired.

When enabled, the Recurring Upgrade appears as an additional step on the form and asks donors to consider making their one-time gift into a recurring gift. You can customize the text in the modal in Form Builder.

Once the Recurring Upgrade is enabled, you can customize a couple of donation option buttons that donors will see.

First, you can offer smaller recurring donation suggestions to encourage conversions. You can set up two recurring upgrade suggestions that are based on a percentage of the full donation amount.

To customize, click the drop-down menu in each field to reveal the available options. For percentage amount options, you may choose 100% of the one-time donation, 75%, 50%, or 25%.

For the frequency drop-down menu, the only options you can select in this menu are based on the recurring frequencies you’ve selected in the Recurring Settings area.

To add another recurring donation setting, click Add New Recurring Suggestion and follow the steps above to select your preferences.

Additionally, you can choose to only display the Upgrade Prompt if the donation is within a certain threshold. For example, you can choose not to display the modal if the donation is more than $500.

To enable, select Set Display Limit.

A new field will appear where you can type in the desired amount.

There are some caveats to be aware of regarding the Recurring Upgrade with certain payment methods and conditional fields.

The recurring upgrade step will not display when donors opt to pay with a digital wallet (Apple Pay, PayPal, Venmo).

Additionally, donors will not be sent back to answer any conditional fields that weren’t applicable before they switched to a recurring donation through the prompt.

For example, if you enable required start and end dates for recurring donations or have conditional custom fields that only become applicable after the donor switches to the new recurring donation amount, those fields will remain unanswered.

Abandoned Gift Reminders are a great way to increase your donation conversions by reminding donors to complete their gifts. When enabled, donors who select a donation amount but then scroll away from or close your donation form will see a small popup nudge encouraging them to return to the donation form and submit their gift. You can also enable email reminders for donors who would like to provide an email address and be reminded to complete their gift later.

Check out this article to learn more about configuring Abandoned Gift Reminders.

Finally, you can preselect a donation amount for your form. Visitors to the form will see this amount already selected to nudge them toward giving that amount.

When you toggle on Preselect Amount, you’ll see drop-down menus to Preselect One-Time Amount and Preselect Recurring Amount.

The amounts you see in these drop-downs reflect the active donation amounts you’ve configured in the Amounts tab. The “Other” amount will not appear in the drop-down.

If you have Giving Plans enabled in your Recurring Settings, you’ll see a Preselect Giving Plan drop-down instead of the Preselect Recurring Amount drop-down.

In the Appearance Settings section, you can set your donation amount images style. If you're not using donation amount images, you can ignore this section. Donation amount images will only appear on your form if you upload an image to individual donation amounts in the Donations section of the control panel.

Make sure you save your settings when you're satisfied with your configurations!

Giving Plans are recurring gifts with a fixed length of time, and payments are made in equal installments. There are two types of Giving Plans: Predefined and Flexible. Predefined Giving Plans are ones that you set up and allow donors to choose from. Flexible Giving Plans offer the donor more flexibility in determining how they’d like to set up their gift installments.

If you select either of the Giving Plan options in the Recurring Settings, a new Plans tab will appear in the Donations section.

The Plans tab is where you’ll set up your Giving Plans.

To set up your Predefined Giving Plans, click the Plans tab. You'll see a default option toggled on that gives donors a way to create their own plans. You can toggle this off if desired. You can edit the Create Your Own Plan text by clicking Edit.

Keep in mind that, while customizable, the Create Your Own plans are dependent on your recurring settings.

That means the only amounts your donors will see are the recurring amounts you’ve set up in the Amounts tab. And the only frequencies they will see are the ones you’ve selected in the Recurring Settings area.

Also, if you toggle on Allow donor to specify a Start Date or Allow donor to specify an End Date for Giving Plans in your Recurring Settings, you can decide whether a start or end date will be required for anyone setting up a custom plan.

To set up a Predefined Giving Plan, click Add New Plan.

First, Name your plan. You can add a Description if desired. There are some basic text editing tools and hyperlinking options available in the editing UI.

The Amount field is where you'll enter the amount of each installment in your donation plan. The Repeat field is the frequency of the donation, and the number field is where you'll select how many installments will be in the plan. You can toggle on the option for the plan to start on the current day. If toggled off, you can choose a start date.

In the example below, the donor would be giving monthly installments of $50 for ten months for a total donation of $500.

If you're using restrictions on your form, you can select a restriction to associate with your plan. You can also upload an image to display with the plan on your form if you're using donation amount images.

Once you've saved your plan, it will show up in the main listing under the Plans tab. You can drag and drop to reorder plans in the list, as well as edit or delete plans at any time.

To set up your Flexible Giving Plans, click the Plans tab. You'll see a default option toggled on that gives donors a way to create their own plans. You can toggle this off if desired. You can edit the Create Your Own Plan text by clicking Edit.

Here you can determine the Minimum and Maximum Number of Installments donors will be able to choose when setting up a plan. You can also determine the Default Number of Installments that will display initially.

When donors choose the Create Your Own option on your donation form, they’ll decide the total donation amount based on the amounts you’ve set up on the Amounts tab and then select from the installment options you include here.
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To set up a Predefined Giving Plan, click Add New Plan.

First, name your plan. You can add a description if desired. There are some basic text editing tools and hyperlinking options available in the editing interface.

The Total Amount field is where you'll enter the total amount a donor will pay over the course of the plan.

Use the Minimum, Maximum, and Default Number of Installments fields to establish the options donors will be able to choose from when setting up their plans.

Next, select the Default Installment Charge Frequency. The plan will default to the frequency you choose here, but donors will be able to choose from any of the frequencies you’ve made available in the Recurring Settings.

In the example below, the donor would be giving a total donation of $500. The default setting would be 12 monthly installments of $41.67 each, but the donor will have the option to choose any number of installments between 1 and 12, paid monthly or weekly.

You can toggle on the option for the plan to start on the current day. If toggled off, you can choose a start date.

If you’ve enabled Restrictions for the form, you can choose a restriction for the plan to direct toward.

You can also upload an image to display with the plan on your form if you're using donation amount images by clicking Change Default Image, uploading an image from your computer, and then clicking I’m Done Editing.

Click Add New Plan to save.

Once you've saved your plan, it will show up in the main listing under the Plans tab. You can drag and drop to reorder plans in the list, as well as edit or delete plans at any time.

Here’s what a donor sees when setting up a Flexible Giving Plan: