Donation Form Organization

Karis Volk

Hello Luminate Community--


I work in a large healthcare organization and as a foundation, we house over 150 charitable funds/designations that support efforts across the health system including patient care, research, community health, etc. When I started in my position I was asked to create a comprehensive donation form with all funds listed and a single source donation page for every single public-facing fund. The problem is with 150+ funds it has made both the donor side of things clunky and the LO backside of things so unorganized it is overwhelming to look at. For reference, you can visit: https://www.hennepinhealthcare.org/hennepin-healthcare-foundation/donate-2/ to see all of the funds categorized out with links to their single source pages. 


I did learn at BBcon about auto-selecting a designation from a drop-down by adding in the designation ID within the URL which would limit the need for single-source pages for every single fund. 


I am wondering what other organizations with multiple designations have done. Both for organization on your website on the donor side and for organization within LO.


Thank you in advance for your input!


Karis Volk

Hennepin Healthcare Foundation




 

Brian Mucha

Nice presentation. I tried offering fund choices ages ago using the stock two-part designation picker widget.


Now we just have a line on our main form asking donors to call or email to designate a donation, partly to eliminate this insanity (we have well over 1000 funds) and also to push donors towards unrestricted.


Never the less, of course we have a bazillion forms for tracking and campaign mapping for individual efforts - so an email campaign for Family Services would get a dedicated form that is mapped to a particular campaign, fund and appeal.


I'm been thinking the fund in the URL trick would be a great thing to make, just so we could easily pepper relevant donation links into the sidebar of pages on our main hospital site. "Support the NICU". You could even conditionalize a headline on the form to show the fund name.


But I don't think I would expose all of this to the average donor under the main donate link, at least not without a bit of digging. When we're doing things like testing eliminating the middle name field to optimize our form, this seems like a giant barrier for a casual donor.


I would definitely A/B test this set-up against having your main donate link going directly to an unrestricted form. That form might include a link to this fund picker page (Want to designate? Choose your fund) but I wouldn't emphasize it. Once someone clicks 'Donate' I want them getting to 'submit' as soon as possible. Cut everything that isn't essential. You want it to feel easy to complete. Avoid too many choices, too many fields, too much to read.


BPM