The content in this article includes functionality that is not included in the standard GrantHub Pro license. If you are interested in this functionality, reach out to Support.
Opportunities are individual pieces that build the foundation of your organization's fund development strategy. Every fundraising opportunity has a donation form in which donation options can be managed, additional configurations applied, and custom fields added.
Set Up the Opportunity Form
Donation options, configurations, and custom fields are managed within the donation form tab on an opportunity.
Add Donation Options
- Navigate to Fundraising and click Opportunities on the navigation bar.
- Click the opportunity name.
- Click the Donation Form tab.
- Click Edit.
- Click Add in the Donation Options area.
- Enter the Amount and Description into the Donation Options area.
- Click Add to add additional donation options.
- Click Remove to remove a donation option.
- Drag the handle icon or click the arrows to change the order of the donation options.
- The order of donation options displayed will be reflected on the public-facing donation form.
- The order of donation options displayed will be reflected on the public-facing donation form.
Apply Additional Configurations
Configurations allow additional information to be captured on the opportunity donation form. When the toggle is on, the configuration will be visible on the form.
- Navigate to Fundraising and click Opportunities on the navigation bar.
- Click the opportunity name.
- Click the Donation Form tab.
- Click Edit.
- Click the applicable toggles in the Configuration area to turn them on.
- Enable Donation Form - Activates the opportunity donation form. Donations can be accepted and the opportunity can be promoted on your donation hub when this is toggled on.
- Allow Anonymous Donations - Gives donors the option to donate anonymously.
- Allow Consent To Contact - Gives donors the option to consent to any follow up contact after making a donation.
- Allow Honoree Field - Allows donors to make a donation in honor of someone.
- Minimum Donation - Gives donors the option to donate a custom amount that is not a set donation option. A donor can donate any amount that is equal to or more than the minimum donation amount you set.
- Correspondence Template - Email template that will be used when an automatic donation acknowledgement is sent.
Add Donation Custom Fields
Donation custom fields allow additional information about the donor or donation to be captured.
- Navigate to Fundraising and click Opportunities on the navigation bar.
- Click the opportunity name.
- Click the Donation Form tab.
- Click Edit.
- Click the Select donation custom fields to add drop-down menu in the Donation Custom Fields area.
- Check the box next to the custom field, and then click Add.
After opportunity form options have been applied, click Update.
Edit the Opportunity Form
- Navigate to Fundraising and click Opportunities on the navigation bar.
- Click the opportunity name.
- Click the Donation Form tab.
- Click Edit.
- Edit the opportunity form, and then click Update.