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Allow campaign donations 'on behalf of'

Capture specific information from your donors with the ‘Donate on Behalf of’ feature.

Follett Software avatar
Written by Follett Software
Updated this week

The customizable ‘Donate on Behalf of’ section lets you:

  • Set a custom title for the section.

  • Use custom fields and drop-downs to let donors contribute on behalf of a particular person(s), classroom(s), teacher(s), etc. When this option is set up, these fields are required.

  • Let donors contribute on behalf of up to five individuals, such as their children.

  • Preview the section.

On the Campaign Details page, next to Collect Donate on Behalf-Of information From Your Donors, click Click Here to Manage. A pop-up appears.

a. Turn on the Donate on Behalf of toggle.

b. Enter a title for this section.

c. Enter a title for Entry Field 1, such as Student First Name (optional).

d. Enter a title for Entry Field 2, such as Student Last Name (optional).

e. To include Selection List 1 and/or Selection List 2, turn on the toggle(s) and fill in the fields. For example, you can add a list of homerooms for donors to select from (optional).

f. To let donors indicate up to five names, turn on the multiple instances toggle. For example, someone might want to donate on behalf of multiple children.

g. Click Preview to see how this section will appear.

h. Click Save.

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