Form settings & fees

Amounts, frequencies, fees, words and looks - and where each setting lives.

Amounts and frequency

Under Settings → Forms → Amounts and frequency:

  • Suggested amounts - up to six buttons, separated by commas (semicolons if your site uses a decimal comma, such as 10,50). Donors can always type their own amount, and a campaign can set its own.
  • Minimum donation - the smallest gift accepted, checked on the server. New installs start at $5, which also deters card testing.
  • Recurring giving - on by default. Turn it off for one-time gifts only.
  • Giving frequencies - any of weekly, every 2 weeks, monthly, quarterly and yearly. Recurring works with Stripe and PayPal.
Using a page cache?Clear it after changing frequencies, so donors aren't offered a choice you removed.

Processing fees

Settings → Payments → Processing fees lets donors add the processing fee so you receive their whole gift. The figure is exact: it also covers the processor's cut of the fee. At 2.9% + 30 cents, a $100 card gift adds $3.30, not $3.20.

  • Card fee percentage and Card fixed fee - what your processor charges per card payment (default 2.9% + 0.30).
  • Bank fee percentage and Bank fee cap - used instead when a donor pays a one-time gift by bank account (default 0.8%, capped at $5).

These only set what donors are asked to cover. They don't change what your processor charges you.

Wording

Settings → Forms → Wording changes the words donors see on the form, donor portal, receipts, statements and emails. Pick Donation / Donate, Gift / Give or My own words. A find-and-replace table rewords any other text donors see. Admin screens keep the standard wording, and text you typed yourself, such as your receipt message, stays as you wrote it.

PayPal's own "Donate" label can't be changed, so when you change the wording, its button shows the PayPal logo instead.

Employer matching

Under Settings → Forms → Employer matching, tick Ask donors if their employer matches gifts to add an optional box for the employer's name. It's off by default. The employer shows on the donation, in the CSV export and webhooks, in your new-donation email and on the receipt, and the receipt email asks the donor to send it to their employer's matching program. Renewals keep it. Donor Merchant doesn't look up which companies match or send match requests.

Gift Aid (UK)

Settings → Forms → Gift Aid (UK) adds HMRC's Gift Aid declaration to the form. It's only offered when the currency is GBP. Set Charity name to your registered name; blank uses your organization name. See Gift Aid for the declaration and claims.

Number format

Settings → General sets the currency (20 to choose from), where its symbol sits, the thousand and decimal separators, and how many decimals to show. Fewer decimals only drop zeros: $25.00 can read $25, but a $1.80 fee always shows its cents.

Form style

Settings → Forms → Form style sets the accent color (six swatches or your own, with a live preview) and the button shape: pill, rounded or sharp. The email template starts with the same accent and shape.

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