Planned gift form help

Lara Pimentel

Hello,

I'm trying to create a form for a donor to notify us if they have a planned gift. None of the form makers in OE seem to be right because they force me to include information that don't make sense. For example, I do not need to put in a payment method but in the donation form maker, it won't let me proceed unless I do. Is there a way around this? The form I'm modeling our off is located here: http://www.doctorswithoutborders.org/support-us/planned-giving/bequests/intention-form  

Thank you,

Lara

Danielle Allen 2

Hey Lara, we use a Google form and we have it embedded on our site; https://donate.janegoodall.ca/legacy.php/

It looks like Doctors Without Borders is using a similar service - https://www.formstack.com/

Lara Pimentel

Thanks Danielle!

 

Lara
Pimentel |  Director
of Development

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Christian Snyder

So I've gathered that there's no form builder in OLX that allows for no payment required? I'm wanting to build a form for employee payroll deduction sign up for our employee giving campaign, but each form builder requires credit credit payment....

Faith Murray

Yes, I don't think OLX is really targeted for Planned Giving situations - it's more of a cash receipt tool. However, that said, if you feel you MUST use OLX, and if you have the Events module, you might be able to create an Event Form as a workaround, and use the "Bill me later" option to skip the credit card info. Of course, you would need to make that clear on your form instructions so donors don't get confused. And, I'm not sure you have the same recurring gift/pledge options in the Event form, so you would need to instead create a selection of "Registration" options at set gift amounts (example, they can choose $50/month, $100/month, or $150/month).