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Set up a Giving Form

Give your giving form a unique URL, and assign the funds that your contributors can give to.

  1. In the top-left corner, click your site name then Giving. Then click Online Giving Forms.
  2. Click Add Giving Form.
    Note: If this is your first giving form, click Create Your First Giving Form.
  3. Name your giving form. Contributors will not see this name.
  4. Add a unique URL. The following steps are optional:
    1. Suggest a minimum gift amount.
    2. If online giving is enabled and you have multiple giving forms, you can enter a keyword contributors text when they give.
    3. If you have multiple giving forms already, you can prioritize this form by setting it as your default giving form as well as your default text giving form if online giving is enabled.
  5. Select the defaults for your giving form.
    1. Default to giving multiple times, and set the default frequency – This sets the option to give multiple times by default to encourage contributors to create a scheduled gift.
    2. Default to gifts helping to offset processing costs – This sets the option for contributors to offset processing costs by default.
    3. Use this as my default giving form – This sets the current giving form as the default. If a contributor gives from their profile, they will give to whichever funds are available for this form.
    4. Use this as my default text giving form – This sets the current giving form as the default for text giving.
  6. If you've enabled stock and cryptocurrency, select which giving methods you approve with this giving form.
  7. Select any number of giving funds to include.
    Note: If this is your first giving form, all giving funds are selected by default. We recommend that these remain selected so that any existing links on your website allow your contributors to give to any fund until more giving forms are created.

    Only the funds you've approved for online giving display.

  8. Optional: To edit who can enter a memo in a particular fund, click the ellipsis icon by a fund, and select Edit Memo.
    1. Select whether memos are not allowed, contributors can enter their own, or they can select from options you provide.
    2. If you choose to give contributors predefined memos, enter each memo and press Enter or Return on your keyboard until all memos are entered.
    3. Click Save.
  9. Click and drag giving funds to organize them by how you want them to display for contributors.
  10. Click Save & Continue.

Design Your Giving Form

Customize your giving form to adhere to your church's design.

  1. Enter the title that contributors will see when they give.
    1. The form's subtitle could indicate a campus or a small label about what the giving form is for.
    2. The intro message briefly describes the giving form. Click Need Ideas? for a handful of general messages you can use.
  2. Add a photo or logo to represent your form. Use a rectangular image with a file size of less than 12 MB for best results.
    1. If the image doesn't fit within the frame right away, use the sliders to shrink it and adjust the frame's shape. If it still doesn't fit, especially if it's a logo with text, use your photo editing software to rearrange it within a perfect square. We recommend 480 x 480 px.
  3. Select the color of the header for your giving form. This is where the title, subtitle, and intro message display.
  4. Select a light or dark scheme for the following:
    • Frame — This is the outer border of your giving form.

    • Body — This is the inner area of your giving form, below the header.

  5. Select the accent color for the button on your form.
  6. Select your preferred font style.
  7. Click Save & Continue.

Thank Your Contributors

Customize a message of appreciation that your contributors will read after they give.

  1. Enter a message that tells your contributors how much their gift means. The limit is 2000 characters.
    Tip: Click Need Ideas? for sample messages that you can select or use for inspiration.
  2. If you want to redirect contributors to a specific website after they've completed their gift, select Automatically redirect contributors to this website after 15 seconds have passed.
    1. Enter the Redirect URL.
      15 seconds after a contributor completes their gift, this URL will take them to the website it belongs to.
  3. Click Save.
Contributors will see this message after they've completed their contribution.

Share Your Giving Form

Copy, paste, and share your giving form's link.

If you are still in the process of setting up your giving form, skip ahead to step 3. Make sure your organization follows PCI guidelines and your website is secure before you embed your form.

  1. In the top-left corner, click your site name then Giving. Then click Online Giving Forms.
  2. Click the name of the form you want to share on your website.
  3. If you've enabled stock and cryptocurrency contributions and have approved more than one giving method for this form, click which method you want to display as the default for your contributors.
    The embed codes in the following steps update based on your selection.
    Note: The default giving method displays first for contributors. They may still choose to give using a different method.
  4. Copy the code or direct link based on how you want to share this giving form on your website.
    • If you or your web designer want the actual giving form to display on a webpage, copy and paste the embed code on this page.

    • If you copy a direct link to your giving form, you can paste it into a bulletin or mailings to encourage your contributors to give.

    Tip: QR codes provide an alternative to linking contributors to your giving forms.

    Use our QR code generator or visit a website of your choice, paste your direct giving link, and create a code that you can print in your bulletins or posters. Your contributors can scan that QR code into their phones and give.