In the online donation form tool is there the ability to include donor advised funds, IRA Contributions and other third party gift software?

In the online donation form tool is there the ability to include donor advised funds, IRA Contributions and other third party gift software?


How are you providing donors the ability to make a donation of stock, IRA contirbutions using something like freewill or FADWidget or DAF Direct so that the information the donor enters is provided to both the thrid party for completing the transaction and blackbaud's system (no double entry, system automatically includes donation information into the donor's record).


Looking for ideas on how other organizations have addressed this when setting up their donation forms on their website. Lauren Swern, Development Director, New Jersey Highlands Coalition lauren@njhighlandscoalition.org

Comments

  • Hi Lauren,

    Did you receive any answers to this question? I am curious about exactly the same issue…I want to add stock and bequest gift options to our online donation form with links to FreeWill sites.

    Please share if you learned anything.

    Thank you!

    Helen Kelley, Director of Development, Finger Lakes Health Foundation: helen.kelley@flhealth.org

  • @Helen Kelley
    FYI - you can activate Donatestock's app (at no cost) in the RE NXT form so that stock gifting is embedded in your form. Also all transaction data flows back into RE NXT for easy reporting and analysis. To learn more please visit the link below.