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Replace Option Field in the Donation Agreement

Replace Option Field in the Donation Agreement and eSign it in minutes

Aug 6th, 2022

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How to Replace Option Field in the Donation Agreement

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Hi Im Andrea from One Nine Design and this is a tutorial for nonprofits that are using PayPal to accept donations on their website. If youre like most nonprofits youve settled for the bare minimum when it comes to using the service but if thats true youre missing out on some features that are included with PayPal and it can make a big difference when it comes to the donor experience. This video will walk you through how to set up a donate button, how to customize your donation form, and then how to embed that donate button on to your website. This video does not cover creating a PayPal business account and assumes you have already completed that step. For the purpose of this video Im using a PayPal account for my local Habitat for Humanity where I happen to serve as a board member. So lets get started. Were going to just start right at paypal.com and go ahead and log into our account and its going to take us into our main dashboard. Now the first place we want to go is up to t

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do I turn down a donation offer?

Here are 7 ways to let em down easy so you still maintain a relationship that might lead to future giving: Be gracious. Thank the donor profusely. Be apologetic. Be empathetic. Be clear and honest. Tell a story. Explain how the gift could actually harm the mission. Help them achieve their goals.

How do I edit a donation form in WordPress?

Open the WordPress Customizer by clicking the paintbrush icon in the admin bar or by going to Appearance Customize in the WordPress dashboard. Click on the Charitable tab. Next, click on Donation Form. If you dont see this listed, try navigating to a Charitable donation form in the preview window.

How do I add a donate option in WordPress?

This can be done by logging into your WordPress dashboard, clicking on Plugins Add New, and typing Charitable in the search bar. Click the Now button and then immediately click the Activate Now link to enable the plugin on your website.

What should be included in a donation agreement?

A donation agreement will include the names of the parties, a description of the donation, whether a receipt that was given, and possibly the intended use for the donation. The agreement should also include a revocability (whether the donation can be taken back) section and define expense responsibility.

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