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Designing a Giving Form That Will Delight Your Donors

Picture this: a donor knocks on your office door. She has a stack of cash and she wants to give it all away.

What do you do? Do you make her take a seat in the lobby and hand her a clipboard with three sheets of information that she has to fill out before she can leave the money? When she’s done doing paperwork, do you mutter, “Thank you,” then shove her out the door?

Of course not. That’s a perfect way to lose a donor.

So why are we doing the exact same thing online?

Think about it. When a user lands on your giving form, they have their wallet out and they’re looking to give you their money. Across the higher-ed/nonprofit landscape, we treat those users just as poorly as we treated Ms. Imaginary Donor. We make the form hard to use, we suck up the donor’s precious time, and we take away the beauty of making a gift and the magic of a thank you by making the entire process drab.

Here are four things to consider when creating your giving page:

Make It Easy

In a world where mobile traffic has outpaced desktop, you need a mobile-friendly or responsive giving form, but only 16% of organizations have one.

If a user can book a vacation, buy a car, or do their Christmas shopping all from their smartphone, they should be able to easily make a gift, too.

 

UC Berkeley has one of the best mobile-friendly giving forms out there. Not only is it responsive, but it’s also designed to reduce the time spent waiting for pages to load, which helps smartphone users speed through the gift-making process.

Make It Short

Did you know that you only need 11 pieces of information to process a credit card donation? When building a great giving form, make it a life goal to get as close to that number as possible.

The American Red Cross does a great job with that in its simple, straightforward giving form. The organization also includes an option for past donors to auto-populate giving information, reducing the entire donation process to just two clicks.

 

In higher ed, we ask for a ton of extra info: split gifts among different funds or with a spouse, gifts in honor, gifts in memory, employer matching gift options, pledge payments, special instructions, and more. We’re providing a Cheesecake Factory-level of customization (I want the triple fudge nut with the Oreos baked inside and covered with strawberries and real whipped cream, please) for what should be a simple transaction (dessert!).

If you absolutely must include all those options, do it in a way that’s as minimally intrusive as possible. You could strip all the extra info out of the mobile version of the form or create accordion menus at the bottom of the page that users can quickly pass by if they’re not interested. (UNH did this during a recent one-day campaign)

Make It Pretty

Remember, anyone on this page wants to give you money. It’s time to tug on the heartstrings.

Take a spin through Invisible Children’s giving form. Try not to smile. I dare you.

They’ve done a beautiful job of using huge, candid images to showcase the people you’re helping by making a donation. It makes the giving process a joy, not a chore.

 

One more example: While it’s not exactly along the same lines as an annual fund campaign, World Vision does a fantastic job of storytelling by introducing the children whose lives you can change on the support page.


Make It WOW

So far, we’ve focused on the process of making a gift. But it’s equally important to think about what happens right after your donors give.

Think about what we could have done to make Ms. Imaginary Donor feel appreciated. We could have given her a huge hug, introduced her around the office, talked about how great she is, or maybe even connected her with a student who could say thank you, as well.

How are you making that experience a reality on your giving form? Are you giving your donors a hug with a warm, friendly thank you message? Or just a generic, tax-deductible receipt?

Here’s what I received from charity: water (check out their giving form here) after making a gift:

 

The photo came personalized by name with a short “water changes everything” message about the impact of the gift and how the money would be used. I’d get my tax receipt later, but the first memory I have was a wow moment that reminded me of why I gave in the first place. Making me want to give again and again.


Your giving form is the most important page on your website. It’s the one that’s most critical to our work as fundraisers, and by extension, the future of our institutions. Make it a priority to give it a little love and attention. Improve it or overhaul it —and your donors will no longer be imaginary.

Seeking more fundraising wisdom from Mike? Read his post on how to optimize Facebook ads for advancement.

 

Mike Nagel is the Associate Director for Advancement Communications at Phillips Exeter Academy. He spends his time managing and creating stories for PEA’s social media, alumni website, email marketing campaigns, and other mostly-digital play spaces. Say hi on Twitter or LinkedIn.

Endowment Spending & Growth Calculator

Enter your fund's current value and adjust the return, spending, and inflation sliders to see how its value in today's dollars changes over time.

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4. Continue to Steward Donors

Your relationship with the donors who give to your endowment doesn’t end when you secure their gifts. Because your endowment exists to make a difference in the long term, your supporters will want you to keep in touch about its progress. Ongoing stewardship means keeping donors updated about your endowment’s performance and impact. A report that strengthens your relationship with donors should cover:
  • The fund’s balance at the start and end of the year
  • Spending amounts and allocations
  • How the fund’s returns compare to your investment targets
  • A short narrative detailing the specific impacts the endowment achieved
Create a report for each endowment rather than sending an identical document to everyone. A donor who endowed a scholarship wants to hear about the students it supported, while a donor who endowed a building fund wants updates on construction projects.

5. Upgrade Your Endowment Management Tools

Your endowment management tools should make applying your spending policy across every fund easy. Investing in dedicated software is especially useful as your endowment grows. Handling unitization in spreadsheets might work for a few funds, but as you begin to manage dozens or hundreds of gifts, dedicated software can save your team time spent manually calculating gains and losses for each one.

Why Nonprofits Need Dedicated Endowment Management Software

Dedicated endowment software brings accuracy and consistency to every part of the management process, from tracking individual funds to improving security. See how these solutions compare to a spreadsheet-based approach: nfographic table outlining the information below.

How These Methods Compare:

In managing your endowment with traditional spreadsheets, you may see:
  • High administrative burden: Manual entry across disconnected systems
  • Limited security and audit footprints: Reduced version control and audit trail visibility
  • Difficulty with donor transparency: Spreadsheets provide only static data that is difficult to turn into custom results.
By using dedicated software, you are likely to find the following improvements:
  • Lower administrative burden: Automated fund tracking and calculated allocations
  • Enhanced security and audit footprint: Audit-ready reconciliation with clear tracking
  • Greater donor transparency: Connects with reporting platforms
Dedicated endowment management software keeps your organization compliant while freeing up the time your team once spent manually managing spreadsheets.

Secure Your Endowment with Balance by EverTrue

Effective endowment management begins with excellent accounting. Balance by EverTrue handles unitization, applies spending rules, and produces audit-ready reports, so your team can spend more time on the donor relationships that built the fund in the first place.
  • Turn your data into a clear picture of long-term impact. Combine accurate fund accounting with donor reporting that showcases impact.
  • Connect with the tools you already use. Pair Balance with Impact by EverTrue and ODDER by EverTrue to create and deliver compelling digital endowment reports that you can send to donors with ease.
  • Know where every fund stands in real time. Check market values, gift history, and available spending for any fund. Then, share view-only versions with your team, so everyone stays informed.
With Balance, your team can stop spending all your time on manual management and instead add balance to your endowment workflow.

Additional Resources

To learn more about managing your endowment and other ways that technology can help your organization, check out these additional resources: Less stress, higher endowment funds. Discover how Balance provides the organization, security, and accuracy your endowment needs. Request a demo.
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