Couples trying to donate using NXT Online Giving Form under both names - not allowed

Em Siemonek

Kia ora everyone,

We have had a few complaints from donors that are couples who would like to donate under both of their names. When they try to enter "John & Marie" for example, the form is throwing up an error saying "Only enter one name". Is there going to be a remedy to this issue anytime soon? How is everyone else addressing this?

thanks heaps

JoAnn Strommen

Our gifts are always entered under one name. Above we would enter on John's record and make a relationship for Marie. Addressee/salutation formats use both names.

I get the two names on our giving pages (not NXT forms) and just edit on the backend. I was not aware NXT was screening for multiple names.

Jack Briggs

As above - we would only have one name as the 'giver' for tax purposes (UK), but can acknowledge both. I don't think this is something that needs remedying, but perhaps an option for 'gift acknowledgement' on the form might be of use? Maybe add a custom field for this?

Aldera Chisholm

That's interesting … must be a newish change as I recall getting a new donor last year that was two names, but I can't say I've noticed anything since then. I can't find anything in the support files that mentions it, so I'd be tempted to reach out to support to confirm that it's an actual back-end rule and not something else going on.

Madeleine Holdsworth

I'm sure the donors are concerned about recognition, so why not add the comment box to the form for that purpose? Technically, a credit or debit card is issued in one name. For tax purposes, the donor is a single individual, even if the donor "couple" doesn't think about it that way.

Austen Brown

I recommend adding an additional field (custom field/attribute) to your form called "Recognition Name" (or something similar) - this can be used as a stop-gap to give people an opportunity to put their preferred recognition in. Also change the headers around the donor information section and specify that these fields are specific to the person initiating the donation.

Petra Hall

Recognition seems to be the key for most donors. I would really prefer if donors could set up an Addressee/Salutation option, rather than a custom gift field.

In Canada the rules around the "true donor" are very specifically one person/organization only. There are very limited circumstances where both spouses can be on one receipt, but additional proof is required.

Carlene Johnson

https://community.blackbaud.com/discussion/84203/couples-trying-to-donate-using-nxt-online-giving-form-under-both-names-not-allowed

Can you share a screenshot of this error message? I'm not seeing this with my clients but it would be helpful to know what it looks like in case it comes up.

Em Siemonek

Kia ora everyone, thanks for the suggestions. I have added a custom field to the donation forms for now, but this still creates an extra step of having to go to another screen to view the custom field as it does not show when approving the gifts in NXT batch. I am also finding that I am unsure if the name being entered in this custom field is for a partner, husband, wife, friend etc so I think I might need to add another custom field that says "Relationship". I've attached a screenshot of the error for anyone interested.