{"id":55006,"date":"2025-01-17T16:25:17","date_gmt":"2025-01-17T21:25:17","guid":{"rendered":"https:\/\/www.canadahelps.org\/?p=55006"},"modified":"2025-06-12T16:25:57","modified_gmt":"2025-06-12T20:25:57","slug":"select-right-type-donation-form-for-charity","status":"publish","type":"post","link":"https:\/\/www.canadahelps.org\/en\/charity-life\/select-right-type-donation-form-for-charity\/","title":{"rendered":"How to Select the Right Type of Donation Form For Your Charity"},"content":{"rendered":"<p><strong>CanadaHelps offers four types of\u00a0<\/strong><a href=\"https:\/\/forcharities.canadahelps.org\/solutions\/donation-forms\"><strong>Customizable Donation Forms<\/strong><\/a><strong>\u00a0to help charities process online donations.\u00a0<\/strong>Charities can choose from Multistep, Full, Securities, or Tribute-first donation forms.<\/p>\n<p><strong>In our digital-first economy, selecting the right type of CDF is crucial to setting your charity up for fundraising success.<\/strong><\/p>\n<p>As a charity client, you can create unlimited donation forms. Each form can be customized, branded, and configured to fit your organization&#8217;s unique fundraising needs. All form types can be\u00a0<a href=\"https:\/\/www.calgaryfoodbank.com\/donate\/\">embedded into your website<\/a>\u00a0or\u00a0<a href=\"https:\/\/www.canadahelps.org\/en\/dn\/930\">linked to your site<\/a>\u00a0using the donation form\u2019s URL. You can also feature unique or emotive background images on your embedded or linked form, regardless of form type.<\/p>\n<p><strong>Use the information below to select the right Donation Form (or Forms) for your fundraising needs.\u00a0<\/strong>Understanding the benefits of each Donation Form type will help your charity optimize your checkout flow, and elevate your donor giving experience.<\/p>\n<p>\u200d<\/p>\n<div class=\"w-embed\">\n<hr \/>\n<\/div>\n<p>\u200d<\/p>\n<h2>What Type of Customizable Donation Form Should My Charity Use?<\/h2>\n<div class=\"w-embed\"><a class=\"\" href=\"https:\/\/forcharities.canadahelps.org\/charity-life-blog\/select-right-type-donation-form-for-charity#multistep\">The Multistep Donation Form<\/a><br \/>\n<a href=\"https:\/\/forcharities.canadahelps.org\/charity-life-blog\/select-right-type-donation-form-for-charity#popup\">The Popup Multi-step Form<\/a><br \/>\n<a class=\"\" href=\"https:\/\/forcharities.canadahelps.org\/charity-life-blog\/select-right-type-donation-form-for-charity#full\">The Full Donation Form<\/a><\/p>\n<p><a href=\"https:\/\/forcharities.canadahelps.org\/charity-life-blog\/select-right-type-donation-form-for-charity#tribute\">The Tribute Donation Form<\/a><br \/>\n<a class=\"\" href=\"https:\/\/forcharities.canadahelps.org\/charity-life-blog\/select-right-type-donation-form-for-charity#securities\">The Securities Donation Form<\/a><br \/>\n<a href=\"https:\/\/forcharities.canadahelps.org\/charity-life-blog\/select-right-type-donation-form-for-charity#wrapping\">Conclusion<\/a><\/div>\n<p>\u200d<\/p>\n<div class=\"w-embed\">\n<hr \/>\n<\/div>\n<p>\u200d<\/p>\n<div class=\"w-embed\">\n<h3 id=\"multistep\">Why Choose a Multistep Donation Form?<\/h3>\n<\/div>\n<p><strong>The Multistep Form provides a step-by-step donation experience.\u00a0<\/strong>It breaks donating down into a three-step checkout flow process, whereby donors click \u2018next\u2019 to navigate through the flow.<\/p>\n<p><a href=\"https:\/\/www.canadahelps.org\/secure\/img\/Multi-Step-Donation-Form-Sample-EN.png\">View the Multistep Donation Form.<\/a>\u00a0And here\u2019s an applied example of our Multistep Donation From from\u00a0<a href=\"https:\/\/www.canadahelps.org\/en\/dn\/18537\">Food4Kids Hamilton<\/a>.<\/p>\n<p>\u200d<a href=\"https:\/\/www.canadahelps.org\/media\/Food4Kids-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-55009\" src=\"https:\/\/www.canadahelps.org\/media\/Food4Kids-1.png\" alt=\"\" width=\"1173\" height=\"770\" srcset=\"https:\/\/www.canadahelps.org\/media\/Food4Kids-1.png 1173w, https:\/\/www.canadahelps.org\/media\/Food4Kids-1-300x197.png 300w, https:\/\/www.canadahelps.org\/media\/Food4Kids-1-1024x672.png 1024w, https:\/\/www.canadahelps.org\/media\/Food4Kids-1-768x504.png 768w\" sizes=\"auto, (max-width: 1173px) 100vw, 1173px\" \/><\/a><\/p>\n<figure class=\"w-richtext-align-fullwidth w-richtext-figure-type-image\">\n<div><\/div>\n<\/figure>\n<p>\u200d<\/p>\n<h4>Data often shows that multistep donation forms are the ideal choice for charities.<\/h4>\n<p>This is because choosing a\u00a0<a href=\"https:\/\/www.funraise.org\/blog\/multi-step-forms-are-better-than-single-page-forms\">donation form with multiple steps can increase conversions<\/a>, especially if the form being filled out is long or complex. Multistep forms also provide an optimal mobile user experience.<\/p>\n<p><a href=\"https:\/\/blog.blackbaud.com\/donation-form-a-b-test-single-page-or-multi-page\/\">In a study by Blackbaud<\/a>, charities A\/B tested multistep donation forms against single-page donation forms.<\/p>\n<h5><strong>Multistep donation forms were shown to increase donations and conversions in the following big ways:<\/strong><\/h5>\n<ul role=\"list\">\n<li>33% more total conversions<\/li>\n<li>75% higher conversion rate (conversions per visit)<\/li>\n<li>90% more overall donations<\/li>\n<li>54% higher average donation<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.canadahelps.org\/media\/67896b811e13681d4fe39b08_AD_4nXekpVn89ZBQZQ5uC6PisQCY1UUEpKlMYQCoHaVa9BgXC9zPyu1_n6azkOYxPGDK49p-7GMmx_v-yTGfnojBhPYSFEL9V2Z7g3tpHzY4qzhrg353WFFJwi4c2-O96TFCyrfvOpa1HA-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-55011\" src=\"https:\/\/www.canadahelps.org\/media\/67896b811e13681d4fe39b08_AD_4nXekpVn89ZBQZQ5uC6PisQCY1UUEpKlMYQCoHaVa9BgXC9zPyu1_n6azkOYxPGDK49p-7GMmx_v-yTGfnojBhPYSFEL9V2Z7g3tpHzY4qzhrg353WFFJwi4c2-O96TFCyrfvOpa1HA-1.png\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/www.canadahelps.org\/media\/67896b811e13681d4fe39b08_AD_4nXekpVn89ZBQZQ5uC6PisQCY1UUEpKlMYQCoHaVa9BgXC9zPyu1_n6azkOYxPGDK49p-7GMmx_v-yTGfnojBhPYSFEL9V2Z7g3tpHzY4qzhrg353WFFJwi4c2-O96TFCyrfvOpa1HA-1.png 800w, https:\/\/www.canadahelps.org\/media\/67896b811e13681d4fe39b08_AD_4nXekpVn89ZBQZQ5uC6PisQCY1UUEpKlMYQCoHaVa9BgXC9zPyu1_n6azkOYxPGDK49p-7GMmx_v-yTGfnojBhPYSFEL9V2Z7g3tpHzY4qzhrg353WFFJwi4c2-O96TFCyrfvOpa1HA-1-300x169.png 300w, https:\/\/www.canadahelps.org\/media\/67896b811e13681d4fe39b08_AD_4nXekpVn89ZBQZQ5uC6PisQCY1UUEpKlMYQCoHaVa9BgXC9zPyu1_n6azkOYxPGDK49p-7GMmx_v-yTGfnojBhPYSFEL9V2Z7g3tpHzY4qzhrg353WFFJwi4c2-O96TFCyrfvOpa1HA-1-768x432.png 768w, https:\/\/www.canadahelps.org\/media\/67896b811e13681d4fe39b08_AD_4nXekpVn89ZBQZQ5uC6PisQCY1UUEpKlMYQCoHaVa9BgXC9zPyu1_n6azkOYxPGDK49p-7GMmx_v-yTGfnojBhPYSFEL9V2Z7g3tpHzY4qzhrg353WFFJwi4c2-O96TFCyrfvOpa1HA-1-100x55.png 100w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/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<div class=\"w-embed\">\n<h4 id=\"popup\">Bonus: Popup Multi-step Donation Forms<\/h4>\n<\/div>\n<p>Charities have the option of creating Multi-step Popup Donation Forms. Popup formatted Donation Forms offer a bold and attention-grabbing user flow. Charities can also make the Pop-up form \u2018sticky\u2019 so that the button linking to the Donation Form stays visible on the page, even when prospective donors are scrolling.<\/p>\n<p><strong>Learn how to\u00a0<\/strong><a href=\"https:\/\/charityhelp.canadahelps.org\/en\/articles\/customizable-donation-forms-adding-a-popup-form-to-your-website\/\"><strong>add a Popup form donation button<\/strong><\/a><strong>\u00a0to your website. See the example Popup Donation Form below from Na-Me-Res.<\/strong><\/p>\n<p>\u200d<a href=\"https:\/\/www.canadahelps.org\/media\/Na-Me-Res-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54084\" src=\"https:\/\/www.canadahelps.org\/media\/Na-Me-Res-1.png\" alt=\"\" width=\"1176\" height=\"847\" srcset=\"https:\/\/www.canadahelps.org\/media\/Na-Me-Res-1.png 1176w, https:\/\/www.canadahelps.org\/media\/Na-Me-Res-1-300x216.png 300w, https:\/\/www.canadahelps.org\/media\/Na-Me-Res-1-1024x738.png 1024w, https:\/\/www.canadahelps.org\/media\/Na-Me-Res-1-768x553.png 768w\" sizes=\"auto, (max-width: 1176px) 100vw, 1176px\" \/><\/a><\/p>\n<figure class=\"w-richtext-align-fullwidth w-richtext-figure-type-image\">\n<div><\/div>\n<\/figure>\n<p>\u200d<\/p>\n<div class=\"w-embed\">\n<h3 id=\"full\">Why Choose a Full Donation Form?<\/h3>\n<\/div>\n<p><strong>CanadaHelps\u2019 Full Form, also referred to as a \u2018single-step\u2019 or \u2018one-page\u2019 donation form, offers potential donors a single-page scroll-down process that requires the fewest number of clicks from people donating to your charity.\u00a0<\/strong><\/p>\n<p>The difference between Full and Multistep donation forms is that donors won&#8217;t need to click any &#8220;next&#8221; buttons or navigate through multiple pages to finish paying for their donation. Because of this, one-page donation forms are ideal for simple donation forms and for forms with few fields to fill out.<\/p>\n<p><a href=\"https:\/\/www.canadahelps.org\/secure\/img\/Full-Form-Donation-Form-Sample-EN.png\">View CanadaHelps Full Donation Form.<\/a>\u00a0And see the branded one-page example form below from charity client\u00a0<a href=\"https:\/\/www.mamasformamas.org\/donate\/\">Mamas for Mamas<\/a>.<\/p>\n<p><a href=\"https:\/\/www.canadahelps.org\/media\/MamasForMamas-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-55013\" src=\"https:\/\/www.canadahelps.org\/media\/MamasForMamas-1.png\" alt=\"\" width=\"910\" height=\"866\" srcset=\"https:\/\/www.canadahelps.org\/media\/MamasForMamas-1.png 910w, https:\/\/www.canadahelps.org\/media\/MamasForMamas-1-300x285.png 300w, https:\/\/www.canadahelps.org\/media\/MamasForMamas-1-768x731.png 768w\" sizes=\"auto, (max-width: 910px) 100vw, 910px\" \/><\/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<div class=\"w-embed\">\n<h3 id=\"tribute\">Why Select a Tribute Donation Form?<\/h3>\n<\/div>\n<p>CanadaHelps Tribute-First form places the \u2018Donation Information\u2019 section at the top of the donation form. The placement hierarchy is meant to encourage tribute gifts. If you are trying to incentivize tribute gifts and increase the number of donor dedications your charity receives, the Tribute Form is the ideal choice.<\/p>\n<p>Tribute Forms highlight the donation dedication box for donors by elevating the placement of \u201cin honour of\u201d or \u201cin memory of\u201d to the top of your form, alongside a variety of e-cards and other customizable dedication features.<\/p>\n<p>\u200d<a href=\"https:\/\/www.canadahelps.org\/secure\/img\/Tribute-First-Donation-Form-Sample-EN.png\">View the full Tribute-first Form<\/a>. And see some customizable tribute features, like ecards, in the example from\u00a0<a href=\"https:\/\/gpcare.ca\/volunteer-or-donate\/memorial-donations\/\">Grande Prairie Palliative Care Society<\/a>.<\/p>\n<p>\u200d<a href=\"https:\/\/www.canadahelps.org\/media\/678a82caf6414f9d55906b17_678a81fe8e905cb16716370a_TributeForm.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-55015\" src=\"https:\/\/www.canadahelps.org\/media\/678a82caf6414f9d55906b17_678a81fe8e905cb16716370a_TributeForm.png\" alt=\"\" width=\"1252\" height=\"832\" srcset=\"https:\/\/www.canadahelps.org\/media\/678a82caf6414f9d55906b17_678a81fe8e905cb16716370a_TributeForm.png 1252w, https:\/\/www.canadahelps.org\/media\/678a82caf6414f9d55906b17_678a81fe8e905cb16716370a_TributeForm-300x199.png 300w, https:\/\/www.canadahelps.org\/media\/678a82caf6414f9d55906b17_678a81fe8e905cb16716370a_TributeForm-1024x680.png 1024w, https:\/\/www.canadahelps.org\/media\/678a82caf6414f9d55906b17_678a81fe8e905cb16716370a_TributeForm-768x510.png 768w\" sizes=\"auto, (max-width: 1252px) 100vw, 1252px\" \/><\/a><\/p>\n<figure class=\"w-richtext-align-fullwidth w-richtext-figure-type-image\">\n<div><\/div>\n<\/figure>\n<p>\u200d<\/p>\n<div class=\"w-embed\">\n<h3 id=\"securities\">Why Choose a Securities Donation Form?<\/h3>\n<\/div>\n<p><strong>Choose a Securities Form if you are a charity that wishes to have the capacity to process donations in the form of stocks or mutual funds.\u00a0<\/strong>If your charity does not currently accept donations from stocks or mutual funds, we highly suggest implementing CanadaHelps\u2019 securities donation form on your website.<\/p>\n<p>You can preview the\u00a0<a href=\"https:\/\/www.canadahelps.org\/en\/dn\/51055\">Securities Form here.\u00a0<\/a>And view CanadaHelps&#8217; securities donation form in action with this\u00a0<a href=\"https:\/\/www.canadahelps.org\/en\/dn\/44045\">example from Friends of Cortes Island Society.<\/a><\/p>\n<p>\u200d<a href=\"https:\/\/www.canadahelps.org\/media\/Cortes-Securities.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-55017\" src=\"https:\/\/www.canadahelps.org\/media\/Cortes-Securities.png\" alt=\"\" width=\"1175\" height=\"682\" srcset=\"https:\/\/www.canadahelps.org\/media\/Cortes-Securities.png 1175w, https:\/\/www.canadahelps.org\/media\/Cortes-Securities-300x174.png 300w, https:\/\/www.canadahelps.org\/media\/Cortes-Securities-1024x594.png 1024w, https:\/\/www.canadahelps.org\/media\/Cortes-Securities-768x446.png 768w\" sizes=\"auto, (max-width: 1175px) 100vw, 1175px\" \/><\/a><\/p>\n<figure class=\"w-richtext-align-fullwidth w-richtext-figure-type-image\">\n<div><\/div>\n<\/figure>\n<p>\u200d<\/p>\n<h4><strong>Why are securities are the most efficient donation type for Canadian charities?<\/strong><\/h4>\n<p><strong>When appreciated securities are donated to charity the capital gains tax is eliminated.\u00a0<\/strong><\/p>\n<p><strong>\u200d<\/strong>Had the donor simply sold the same assets, they would have been required to pay capital gains taxes. This is why being able to accept donations of stocks or mutual funds presents a tremendous fundraising opportunity for charities.<\/p>\n<p>When charities use the CanadaHelps security donation form, we take care of the process end-to-end\u2013issuing the tax receipt, keeping the donor informed each step of the way, and transferring the proceeds to the charity\u2019s bank account.\u00a0CanadaHelps facilitates the sale of the assets, and your charity receives the full market value of the securities.<\/p>\n<p><a href=\"https:\/\/www.canadahelps.org\/en\/dn\/51055\">Learn how to donate securities.<\/a><\/p>\n<p>\u200d<\/p>\n<div class=\"w-embed\">\n<h3 id=\"wrapping\">Wrapping Up<\/h3>\n<\/div>\n<p>Selecting the right online donation forms is one of the cornerstones of charity fundraising. After all, offering donors a seamless payment flow experience can make or break your campaign!<\/p>\n<p>CanadaHelps\u2019 four donation form designs offer different donor payment experiences, each with its own set of pros and cons. Choosing the right form, or forms, allows you to control the format donors interact with and decide which aspects of the giving process are prioritized.<\/p>\n<p>Once you choose your donation form and embed or link it on your website, you can start accepting funds and raising capital. Follow these easy steps to\u00a0<a href=\"https:\/\/help.canadahelps.org\/s\/article\/Sharing-Your-Donation-Form\">embed or link your donation form<\/a>\u00a0to your website.<\/p>\n<p>\u200d<\/p>\n<div class=\"w-embed\">\n<hr \/>\n<\/div>\n<p>\u200d<\/p>\n<p><strong>Finished selecting your CanadaHelps&#8217; Customizable Donation Form?\u00a0<\/strong>Discover\u00a0<a href=\"https:\/\/forcharities.canadahelps.org\/charity-life-blog\/8-ways-to-use-canadahelps-customizable-donation-forms\">eight of the best CDF features and optimizations<\/a>\u00a0designed to make fundraising easier.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>CanadaHelps offers four types of\u00a0Customizable Donation Forms\u00a0to help charities process online donations.\u00a0Charities can choose from Multistep, Full, Securities, or Tribute-first donation forms. In our digital-first &#8230; <a href=\"https:\/\/www.canadahelps.org\/en\/charity-life\/select-right-type-donation-form-for-charity\/\" id=\"canadahelp-blog-meta\">Read more<\/a><\/p>\n","protected":false},"author":90,"featured_media":55007,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[201],"tags":[],"class_list":["post-55006","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>How to Select the Right Type of Donation Form For Your Charity | CanadaHelps - Donate to any charity in Canada<\/title>\n<meta name=\"description\" content=\"Learn the unique fundraising features and benefits of each of CanadaHelps&#039; four Customizable Donation Form types.\" \/>\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\/select-right-type-donation-form-for-charity\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Select the Right Type of Donation Form For Your Charity | CanadaHelps - 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