Online Gifts

A Gift is a charitable donation. There are several different types of gifts.

Many of these gifts are entered using iWeb, however individuals on eWeb can also make gift donations.

Enabling eWeb to Accept Gifts

Online Gifts are tied to a single, default source code. Source codes allow you to tie together various Fund Codes, Purpose Codes, Appeal Codes, etc.

In order for your eWeb site to accept gifts, the DefaultWebGiftSourceCode system option must be configured to a default source code for your organization. This source code should point to the Fund that online donations will go to.

To configure the default source code, complete the following steps:

  1. Expand the Module Menu and click the Admin option to open the Administration Overview page.
  2. Click the System Options icon. This will open the Find - System Option page.
  3. Enter DefaultWebGiftSourceCode in the System Option field.
  4. Click the Go button. The DefaultWebGiftSourceCode system option will be listed in the search results.
  5. Click the hyperlinked system option name. This will open the Edit - System Option page.
  6. Set the category drop-down menu to Fundraising.
  7. Set the type drop-down menu to TextBox.
  8. Enter the default source code to be used for all online gifts from your eWeb site in the current setting field.
  9. Click the Save button. This will allow the Make a Donation link to users of your eWeb site.

Note: New eWeb sites will have the Make a Donation link present by default in their left navigation menu. Existing eWeb sites will need to modify their eWeb site to include this option if desired.

Making an Online Gift Donation

After the DefaultWebGiftSourceCode has been configured with a default source code, the Make a Donation link will appear on your eWeb site's left navigation menu. Note, the Make a Donation link is only visible after clicking the Online Store link located in the left navigation menu.

To enter an Online Gift complete the following steps:

  1. Click the Make a Donation link located in the left navigation menu of your eWeb site. This will open the Fundraising Gift | Quick Online Form.

    Note: The other amount option only shows if a $0.00 price is configured in the Fund.

  2. Select the purpose for the gift from the purpose drop-down menu. The purposes listed here are those purposes that are tied to Fund specified in the default source code that has been set in the system option.
  3. Select the radio button next to the desired Donation Amount, or you may select the other radio button and enter your donation amount in the Other field.The donation amounts listed are the donation amounts set up in the fund code that is associated to the default source code that has been set in the system option.
  4. Clicking the Repeat every month checkbox will cause the amount of this gift to be charged to the individual making the donation each month. If this is a one-time gift, do not click this checkbox.
  5. Enter your personal information in the Your Information section of the Fundraising Gift | Quick Online Form. If you are logged into eWeb, this information will be pre-populated for you.
  6. If you wish the gift to be anonymous, click the keep me anonymous checkbox.
  7. If you would like to receive an email confirmation of your gift, enter your e-mail address in the e-mail address text field.
  8. In the recognition drop-down, select In Honor Of, In Memory Of and so forth and then enter the person's name in the text field next to the recognition drop-down if desired.
  9. Enter the method of payment and related data in the Payment Information section of the Fundraising Gift | Quick Online Form.
  10. When finished, click the Complete Donation button.

Note: If the individual making the gift donation has an individual record in netFORUM, but not a constituent record, one will be created. If the person making the gift donation does not have an individual record in netFORUM, both an individual and a constituent record will be created for that person when the donation is made.