{"id":54197,"date":"2023-08-17T16:42:01","date_gmt":"2023-08-17T20:42:01","guid":{"rendered":"https:\/\/www.canadahelps.org\/?p=54197"},"modified":"2025-06-11T14:35:58","modified_gmt":"2025-06-11T18:35:58","slug":"8-ways-to-use-canadahelps-customizable-donation-forms","status":"publish","type":"post","link":"https:\/\/www.canadahelps.org\/en\/charity-life\/8-ways-to-use-canadahelps-customizable-donation-forms\/","title":{"rendered":"8 Ways to Use CanadaHelps Customizable Donation Forms"},"content":{"rendered":"<p>The CanadaHelps Customizable Donation form (CDF) is packed full of features that help make fundraising easier. With its high-level of customizability, built in best practices and automations that cut down on administration, it\u2019s no wonder it\u2019s the leading donation form used by over 12,000 Canadian charities.<\/p>\n<p>One of the best things about the CanadaHelps Donation Forms is that\u00a0<strong>you can create unlimited forms for your charity at no extra cost.<\/strong>\u00a0Our data shows that charities with more active donation forms achieve higher revenue. You might be wondering why your charity needs more than one donation form. By being able to create as many donation forms as needed, you can share your donation forms in more ways and\u00a0 create more tailored experiences from the messaging of the donation form, to that of your thank you and tax receipt.<\/p>\n<p>There are so many different ways to use CanadaHelps Customizable Donation Form; here is a rundown of the different types of donation forms you can choose from and all the ways you can use your donation forms. Our data shows that those charities with more donation forms can stand to<strong>\u00a0earn up to 13.5X more revenue annually<\/strong>. Are you using your donation forms in all these ways? Are there any more ways that you can think of?\u200d<\/p>\n<figure class=\"w-richtext-align-fullwidth w-richtext-figure-type-image\">\n<div><\/div>\n<\/figure>\n<p><a href=\"https:\/\/www.canadahelps.org\/media\/charitygraph.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54200\" src=\"https:\/\/www.canadahelps.org\/media\/charitygraph.png\" alt=\"\" width=\"1600\" height=\"900\" srcset=\"https:\/\/www.canadahelps.org\/media\/charitygraph.png 1600w, https:\/\/www.canadahelps.org\/media\/charitygraph-300x169.png 300w, https:\/\/www.canadahelps.org\/media\/charitygraph-1024x576.png 1024w, https:\/\/www.canadahelps.org\/media\/charitygraph-768x432.png 768w, https:\/\/www.canadahelps.org\/media\/charitygraph-1536x864.png 1536w, https:\/\/www.canadahelps.org\/media\/charitygraph-100x55.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2>How to Choose Your Form Type<\/h2>\n<p>When you\u2019re creating your first Customizable Donation Form, you can choose from four types, the\u00a0<strong>Full Form, a Multi-Step Form, Tribute First Form or Securities Form.\u00a0<\/strong><\/p>\n<p>No matter which type of form you choose, rest assured that all of them come with best practices already in place:<\/p>\n<ul role=\"list\">\n<li>The only mandatory fields are for necessary information: how much they want to donate, their details, and payment information<\/li>\n<li>There are as few steps as possible to increase conversion rates<\/li>\n<li>High customizability with brand imagery and colours<\/li>\n<li>PCI-compliant security, with robust fraud protection to protect your charity<\/li>\n<li>Automatic tax receipting and thank you messaging you can control<\/li>\n<li>Backend support such as automatic credit card update checker<\/li>\n<li>Detailed donor information that you can act upon<\/li>\n<\/ul>\n<p>\u200d<\/p>\n<h3>Full Form<\/h3>\n<p>The Full Form is a traditional form that keeps everything on one page so that your donors can see what information is required of them before they start filling in their information.<\/p>\n<p>There are multiple ways to use this form, whether you want to use it as your main donation call-to-action or for a specific campaign. You can link to this standalone form from your website, emails or socials and add features like progress bars. Here is a wonderful example by the\u00a0<a href=\"http:\/\/vancouverbachchoir.com\/donate\/\">Bach Vancouver Choir.<\/a><\/p>\n<div><\/div>\n<div><a href=\"https:\/\/www.canadahelps.org\/media\/bachchoir.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54202\" src=\"https:\/\/www.canadahelps.org\/media\/bachchoir.png\" alt=\"\" width=\"534\" height=\"636\" srcset=\"https:\/\/www.canadahelps.org\/media\/bachchoir.png 534w, https:\/\/www.canadahelps.org\/media\/bachchoir-252x300.png 252w\" sizes=\"auto, (max-width: 534px) 100vw, 534px\" \/><\/a><\/div>\n<p>\u200d<\/p>\n<h3>Multi-Step Form<\/h3>\n<p>Our multi-step form breaks down the donation process into simple steps, making donating to your charity as easy as 1-2-3!<\/p>\n<ul role=\"list\">\n<li>It keeps things streamlined so there is no other information to distract them<\/li>\n<li>It breaks up the process and guides them through step-by-step<\/li>\n<li>It shows their progress through the donation process<\/li>\n<li>A multi-step form may increase your conversion rate<\/li>\n<\/ul>\n<p>Some may feel that the multi-step is a more modern and slick experience. If you\u2019re not sure whether the full form or the multi-step form works better for you, you can always try them both out and see which brings in the most donations.<\/p>\n<p>\u200d<\/p>\n<h3>Tribute First Form<\/h3>\n<p>The Tribute First Form asks donors who they\u2019d like to dedicate their gift to and options to send an eCard as the first question. While there are some template eCards you are welcome to use, you can also add your own, as shown in this\u00a0<a href=\"https:\/\/hospiceorillia.ca\/donate\/#1634662613929-8b7798c6-0550\">example by Hospice Orillia<\/a>, to add a more custom touch.<\/p>\n<p>\u200d\u200d<\/p>\n<h3>Securities Form<\/h3>\n<p>Securities have become an increasingly popular way to give particularly because of the capital gains benefits a donor can receive. If you aren\u2019t already, educating your donors on the tax benefits they can gain on securities donations is a great way to encourage gifts of stocks, bonds or mutual funds. Our securities form makes it easy for donors to donate securities, you can\u00a0<a href=\"https:\/\/forcharities.canadahelps.org\/solutions\/securities-donations\">learn more about security donations with CanadaHelps here.<\/a><\/p>\n<p><a href=\"https:\/\/www.canadahelps.org\/media\/securitiesCDF.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54204\" src=\"https:\/\/www.canadahelps.org\/media\/securitiesCDF.png\" alt=\"\" width=\"1080\" height=\"1106\" srcset=\"https:\/\/www.canadahelps.org\/media\/securitiesCDF.png 1080w, https:\/\/www.canadahelps.org\/media\/securitiesCDF-293x300.png 293w, https:\/\/www.canadahelps.org\/media\/securitiesCDF-1000x1024.png 1000w, https:\/\/www.canadahelps.org\/media\/securitiesCDF-768x786.png 768w\" sizes=\"auto, (max-width: 1080px) 100vw, 1080px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<figure class=\"w-richtext-align-fullwidth w-richtext-figure-type-image\">\n<div><\/div>\n<\/figure>\n<h3>Plus Two Bonus Form Types!<\/h3>\n<p>In response to growing donor expectations and our often hybrid online and offline world, we have two additional ways for charities to embed and share forms.<\/p>\n<h4>Pop-up Form<\/h4>\n<p>Pop-up forms take things a step further by showing your donation form on the screen, on top of everything else. You can create a pop-up form from any existing multi-step form by hovering over the \u201cthree-dot\u201d menu on the right, and clicking on the rocket ship icon that appears.<\/p>\n<p>Please note, pop-up forms are only available for multi-step style forms.<\/p>\n<p>\u200d<a href=\"https:\/\/www.canadahelps.org\/media\/pop-up.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54206\" src=\"https:\/\/www.canadahelps.org\/media\/pop-up.png\" alt=\"\" width=\"1119\" height=\"134\" srcset=\"https:\/\/www.canadahelps.org\/media\/pop-up.png 1119w, https:\/\/www.canadahelps.org\/media\/pop-up-300x36.png 300w, https:\/\/www.canadahelps.org\/media\/pop-up-1024x123.png 1024w, https:\/\/www.canadahelps.org\/media\/pop-up-768x92.png 768w\" sizes=\"auto, (max-width: 1119px) 100vw, 1119px\" \/><\/a><\/p>\n<figure class=\"w-richtext-align-fullwidth w-richtext-figure-type-image\">\n<div><\/div>\n<\/figure>\n<p>The beauty of a pop-up form is that you can link to it from any page of your site. You can also make the button for your pop-up form \u201csticky\u201d so it\u2019s always visible on the page even if your potential donor is scrolling.<\/p>\n<p>\u200d<\/p>\n<h4>QR Codes<\/h4>\n<p>This isn\u2019t a different form perse but another way you are able to share your form, online and even offline at an event such as a Gala dinner. This way, in-person attendees at your event can donate through an online form easily and conveniently, right from their table.<\/p>\n<p>To generate your QR code hover over \u201cthree-dot\u201d menu on the right of the form you want to share, and click on the QR code icon. You\u2019ll be given options to download your QR code in PNG, JPG or SVG formats to add to your assets.<\/p>\n<p>\u200d<a href=\"https:\/\/www.canadahelps.org\/media\/QRcode.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54208\" src=\"https:\/\/www.canadahelps.org\/media\/QRcode.png\" alt=\"\" width=\"895\" height=\"109\" srcset=\"https:\/\/www.canadahelps.org\/media\/QRcode.png 895w, https:\/\/www.canadahelps.org\/media\/QRcode-300x37.png 300w, https:\/\/www.canadahelps.org\/media\/QRcode-768x94.png 768w\" sizes=\"auto, (max-width: 895px) 100vw, 895px\" \/><\/a><\/p>\n<figure class=\"w-richtext-align-fullwidth w-richtext-figure-type-image\">\n<div><\/div>\n<\/figure>\n<p>\u200d<\/p>\n<h2>Creating a Donation Form for:<\/h2>\n<h3><strong>One-Time Donation<\/strong><\/h3>\n<p>The one-time donation is the most popular type of donation for charities.<\/p>\n<p>It can be effective to have prepopulated suggested amounts that have impact statements alongside them. For example, $50 provides one week of food for a family in need.<\/p>\n<p><a href=\"https:\/\/www.canadahelps.org\/media\/one-time.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54210\" src=\"https:\/\/www.canadahelps.org\/media\/one-time.png\" alt=\"\" width=\"798\" height=\"335\" srcset=\"https:\/\/www.canadahelps.org\/media\/one-time.png 798w, https:\/\/www.canadahelps.org\/media\/one-time-300x126.png 300w, https:\/\/www.canadahelps.org\/media\/one-time-768x322.png 768w\" sizes=\"auto, (max-width: 798px) 100vw, 798px\" \/><\/a>\u200d<\/p>\n<figure class=\"w-richtext-align-center w-richtext-figure-type-image\">\n<div><\/div>\n<\/figure>\n<p>An example from Ecosource, a charity whose mission is to inspire the community to become more environmentally responsible through creative public education.<\/p>\n<p>\u200d<\/p>\n<h3>Monthly Donations<\/h3>\n<p>Monthly donations provide charities with steady income that can help them to plan sustainably. It can also provide them with more revenue for more ambitious projects.<\/p>\n<p>On the CanadaHelps donation form, you can choose to have one-time or monthly options or both, and you can also choose which of these options the toggle should default to. Since typically charities want to highlight the monthly option we also have a \u201cmonthly donation icon\u201d which draws attention to the monthly donation. This can be customized to an icon that best fits your mission.<\/p>\n<p>Our newest feature to help increase monthly donations for your charity is a monthly prompt which asks one time donors whether they\u2019d like to convert their one-time donation to a monthly donation. This is only available on the multi-step form and displays for one-time gifts between $10 and $200.<\/p>\n<p><a href=\"https:\/\/www.canadahelps.org\/media\/icons.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54212\" src=\"https:\/\/www.canadahelps.org\/media\/icons.png\" alt=\"\" width=\"322\" height=\"329\" srcset=\"https:\/\/www.canadahelps.org\/media\/icons.png 322w, https:\/\/www.canadahelps.org\/media\/icons-294x300.png 294w\" sizes=\"auto, (max-width: 322px) 100vw, 322px\" \/><\/a> <a href=\"https:\/\/www.canadahelps.org\/media\/monthly-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54214\" src=\"https:\/\/www.canadahelps.org\/media\/monthly-2.png\" alt=\"\" width=\"488\" height=\"317\" srcset=\"https:\/\/www.canadahelps.org\/media\/monthly-2.png 488w, https:\/\/www.canadahelps.org\/media\/monthly-2-300x195.png 300w\" sizes=\"auto, (max-width: 488px) 100vw, 488px\" \/><\/a><img decoding=\"async\" src=\"https:\/\/cdn.prod.website-files.com\/6318c52cf7dabe1db2d6cd63\/64de2fb5635d846d329347c5_GNgHpyTPnFH9EH29TvCcSHOSiS0HRmmEUIHVmVdW3ta-zP6tOda0TOfg0Mp6Qo8Odw4w6mFI9X3ysdRpe6bUSVu-ygiS1hK4lr_8GXVjgel7LaJKzGw9RI4GpdEZhZmAXsqQcvBAhWANP8HgCp82QsQ.png\" alt=\"\" \/><\/p>\n<figure class=\"w-richtext-align-center w-richtext-figure-type-image\">\n<div><\/div>\n<\/figure>\n<figure class=\"w-richtext-align-center w-richtext-figure-type-image\">\n<div><\/div>\n<\/figure>\n<p>\u200d<\/p>\n<h3>Tribute or Memorial Donations<\/h3>\n<p>One of the most popular reasons to give is to honour or in memory of someone. In fact, this is a growing trend and particularly significant for health related charities. If you have the option for a tribute gift, it is best to provide the user with a tailored experience and give them the additional options to add a name, choose an eCard and send a message to a recipient.<\/p>\n<p>While you can turn on the option for tribute or memorial donations on any of your CanadaHelps Donation forms, the tribute first form puts the option first. This signals to the donor that they are in the right place and also gives them the opportunity to choose from several eCards.<\/p>\n<p><a href=\"https:\/\/www.canadahelps.org\/media\/tribute1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54216\" src=\"https:\/\/www.canadahelps.org\/media\/tribute1.png\" alt=\"\" width=\"802\" height=\"648\" srcset=\"https:\/\/www.canadahelps.org\/media\/tribute1.png 802w, https:\/\/www.canadahelps.org\/media\/tribute1-300x242.png 300w, https:\/\/www.canadahelps.org\/media\/tribute1-768x621.png 768w\" sizes=\"auto, (max-width: 802px) 100vw, 802px\" \/><\/a>\u200d<\/p>\n<figure class=\"w-richtext-align-fullwidth w-richtext-figure-type-image\">\n<div><\/div>\n<\/figure>\n<p>\u200d<\/p>\n<h3>Securities Donations<\/h3>\n<p>Securities are the most tax efficient way for donors to make a difference and includes stocks and mutual funds. Instead of selling their shares and donating the cash amount, donors can donate securities and eliminate capital tax gains.<\/p>\n<p>Not everyone is aware of the advantages of securities donations so it\u2019s important for charities to provide this education. You can see an example of how\u00a0<a href=\"https:\/\/www.canadahelps.org\/en\/donate\/donate-securities\/\">we educate donors on securities donations here.<\/a><\/p>\n<p>\u200d<\/p>\n<div class=\"w-embed\">\n<hr \/>\n<\/div>\n<p>\u200d<\/p>\n<h2>Conclusion<\/h2>\n<p>Now you&#8217;ve learned about a few of the different ways to use donation forms, we can&#8217;t wait to see how you add them creatively to your fundraising strategy and raise even more for your charity! Here&#8217;s a checklist of 4 actionable next steps:<\/p>\n<ul role=\"list\">\n<li>Go through your &#8220;Ways to Give&#8221; page and ensure you&#8217;re using tailored forms to match each ask with the donor experience.<\/li>\n<li>See whether there are &#8220;Ways to Give&#8221; that may be missing from your website.<\/li>\n<li>Assess whether securities giving may be right for your charity if you don&#8217;t already have this way to give.<\/li>\n<li>Check if there are upcoming in-person events or locations that would benefit from QR codes linking to your donation forms.<\/li>\n<\/ul>\n<p>We\u2019ve included a few of our favourite donation forms in this blog, but if you\u2019re looking for more great examples, check out the\u00a0<a href=\"https:\/\/forcharities.canadahelps.org\/charity-life-blog\/10-best-uses-of-the-canadahelps-donation-form1\">10 Best Uses of The CanadaHelps Donation Form.<\/a><\/p>\n<p>If you\u2019re ready to try it out for your charity\u00a0<a href=\"https:\/\/www.canadahelps.org\/en\/register\/full-fundraising-account\/#\/\">get started in minutes<\/a>!<\/p>\n<p>If you&#8217;d like to speak to one of our Charity Engagement Specialists to get a personalized walkthrough,\u00a0<a href=\"https:\/\/forcharities.canadahelps.org\/fundraising-consultation\">book a free consultation.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The CanadaHelps Customizable Donation form (CDF) is packed full of features that help make fundraising easier. With its high-level of customizability, built in best practices &#8230; <a href=\"https:\/\/www.canadahelps.org\/en\/charity-life\/8-ways-to-use-canadahelps-customizable-donation-forms\/\" id=\"canadahelp-blog-meta\">Read more<\/a><\/p>\n","protected":false},"author":61,"featured_media":54198,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[201],"tags":[],"class_list":["post-54197","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-charity-life"],"acf":{"meta_description":"","author_bio":false,"date_to_display":true,"hide_page_title":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>8 Ways to Use CanadaHelps Customizable Donation Forms | CanadaHelps - Donate to any charity in Canada<\/title>\n<meta name=\"description\" content=\"Learn the many ways your charity can fundraise using CanadaHelps Donation Forms.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.canadahelps.org\/en\/charity-life\/8-ways-to-use-canadahelps-customizable-donation-forms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"8 Ways to Use CanadaHelps Customizable Donation Forms | CanadaHelps - 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