{"id":13524,"date":"2021-10-20T14:31:00","date_gmt":"2021-10-20T18:31:00","guid":{"rendered":"https:\/\/www.qgiv.com\/blog\/?p=13524"},"modified":"2023-07-28T12:43:08","modified_gmt":"2023-07-28T16:43:08","slug":"dos-and-donts-for-online-restricted-donations","status":"publish","type":"post","link":"https:\/\/www.qgiv.com\/blog\/dos-and-donts-for-online-restricted-donations\/","title":{"rendered":"Dos and Don&#8217;ts for Online Restricted Donations"},"content":{"rendered":"\n<p>Every nonprofit fundraiser loves unrestricted donations. You can use them to do <em>whatever you want<\/em>. Need to fill a gap in an upcoming event? Done. Need new toner for the copy machine? Easy. Last-minute need? Handled.<\/p>\n\n\n\n<p>Even though fundraisers love unrestricted gifts, many <em>donors&nbsp;<\/em>tend to prefer giving to specific programs or campaigns. When a donor writes a check or sends back a direct mail slip, it&#8217;s easy for them to write in where they&#8217;d like their gift to go. But how do you handle restricted gifts on your online donation forms?<\/p>\n\n\n\n<p>Here are some ideas!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">DO include a reasonable number of restrictions<\/h2>\n\n\n\n<p>The key to building a good online donation form is making it easy to use. Remember, donors who land on your donation form are there because they&#8217;ve had an emotional response to an appeal. Every time they have to think too hard, make a choice, or type too long, they&#8217;re less likely to donate. Your donation form needs to be <a href=\"https:\/\/www.qgiv.com\/blog\/resources\/donation-form-check-up-checklist\/\" target=\"_blank\" rel=\"noreferrer noopener\">as intuitive and streamlined as possible<\/a>.<\/p>\n\n\n\n<p>That includes the restriction fields on your form! It might be tempting to include a line item for each and every possible way a donor could restrict their gift. Instead, limit the possible restrictions on your primary donation form to a handful of options\u2014think 5-6. The main goal is to have a restrictions list that&#8217;s short enough that donors don&#8217;t have to scroll through the options.<\/p>\n\n\n\n<p><span class=\"TextRun SCXW118626972 BCX8\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW118626972 BCX8\">Note: one of the&nbsp;<\/span><span class=\"NormalTextRun SCXW118626972 BCX8\">choices<\/span><span class=\"NormalTextRun SCXW118626972 BCX8\">&nbsp;<\/span><span class=\"NormalTextRun SCXW118626972 BCX8\">should<\/span><span class=\"NormalTextRun SCXW118626972 BCX8\">&nbsp;<\/span><\/span><span class=\"TextRun SCXW118626972 BCX8\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW118626972 BCX8\">always&nbsp;<\/span><\/span><span class=\"TextRun SCXW118626972 BCX8\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW118626972 BCX8\">be the option to make an unrestricted gift. Use&nbsp;<\/span><span class=\"NormalTextRun SCXW118626972 BCX8\">verbiage<\/span><span class=\"NormalTextRun SCXW118626972 BCX8\">&nbsp;like \u201cwherever the need is greatest\u201d and place it at the top of your list.<\/span><\/span><span class=\"EOP SCXW118626972 BCX8\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n<div class=\"wp-block-image wp-rounded-corners wp-drop-shadow\">\n<figure class=\"aligncenter\" id=\"wp-rounded-corners-wp-drop-shadow\"><img decoding=\"async\" width=\"725\" height=\"550\" src=\"https:\/\/www.qgiv.com\/blog\/wp-content\/uploads\/2019\/04\/Final-Combined.jpg\" alt=\"United Way of Porter County donation form for Success by 6\" class=\"wp-image-28116\" title=\"\" srcset=\"https:\/\/www.qgiv.com\/blog\/wp-content\/uploads\/2019\/04\/Final-Combined.jpg 725w, https:\/\/www.qgiv.com\/blog\/wp-content\/uploads\/2019\/04\/Final-Combined-300x228.jpg 300w\" sizes=\"(max-width: 725px) 100vw, 725px\" \/><figcaption class=\"wp-element-caption\">United Way of Porter County makes it easy for donors to donate how they see fit.<\/figcaption><\/figure><\/div>\n\n\n<p><span class=\"TextRun SCXW248669306 BCX8\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW248669306 BCX8\"><strong>Pro&nbsp;tip:&nbsp;<\/strong><em>Look for a platform that makes it easy to&nbsp;enable restricted donations right on your form! Once you\u2019ve set up the restrictions you want to display on your form, you can drag and drop them to arrange them the way you\u2019d like. Make sure \u201cwherever the need is greatest\u201d (or however you choose to phrase it) is at the top!&nbsp;<\/em><\/span><\/span><strong><span class=\"NormalTextRun SCXW248669306 BCX8\"><em>&nbsp;<\/em><\/span><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">DO set up complicated restrictions with their own donation forms<\/h2>\n\n\n\n<p>If you&#8217;ve got a program with many restriction options, it may be a good idea for you to build it its own page. As an example: pretend you&#8217;re a small college with a large number of scholarship funds. If a donor wants to give to your regular form and doesn&#8217;t know about your scholarship program, they may see 50 different restriction options. That&#8217;s a lot to process! Making a donation form specifically for scholarship donations removes that from the majority of donors&#8217; experiences. When people land on the scholarship donation form and are asked to choose from the list of possible funds, it&#8217;s less jarring for them.<\/p>\n\n\n\n<p>Alternatively, you may want to include sub-restrictions for programs with many individual funds. In that scenario, a donor would land on your form and indicate that they wanted to give to the scholarship program. Once they&#8217;ve chosen that option, the form will display a drop-down containing all scholarship funds. It still complicates the primary donation form, but it&#8217;s less complicated than showing ALL restriction options!<\/p>\n\n\n\n<p><span class=\"TextRun SCXW224246293 BCX8\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW224246293 BCX8\"><strong>Pro&nbsp;tip:<\/strong>&nbsp;<em>Make sure your fundraising platform makes&nbsp;it&nbsp;easy&nbsp;for you to create sub-restriction options or set up a separate page for a specific program.<\/em><\/span><\/span><strong><span class=\"NormalTextRun SCXW224246293 BCX8\"><span class=\"NormalTextRun SCXW224246293 BCX8\">&nbsp;<\/span>&nbsp;<\/span><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">DON&#8217;T use multi-restriction giving willy-nilly<\/h2>\n\n\n\n<p>First, let me explain what multi-restriction giving is (and what it looks like!). Say a donor wants to give $50, but they want to split it between several different programs. Instead of selecting a single program, they can choose to split it a few different ways. They could give $10 to your building program, $10 to your meals program, $15 to your children&#8217;s program, and $15 to your general fund.<\/p>\n\n\n\n<p>In theory, it doesn&#8217;t sound too bad. But it makes the donor think\u2014a <em>lot<\/em>\u2014about their gift. And we know that requiring donors to think too much during the donation process is a great way to deter them from making a donation at all.<\/p>\n\n\n<div class=\"wp-block-image wp-drop-shadow wp-rounded-corners\">\n<figure class=\"aligncenter is-resized\"><img decoding=\"async\" src=\"https:\/\/www.qgiv.com\/blog\/wp-content\/uploads\/2019\/04\/Girls-Inc-of-Omaha.jpg\" alt=\"Screenshot from a Girls Inc of Omaha online donation form.\" class=\"wp-image-28109\" width=\"500\" srcset=\"https:\/\/www.qgiv.com\/blog\/wp-content\/uploads\/2019\/04\/Girls-Inc-of-Omaha.jpg 725w, https:\/\/www.qgiv.com\/blog\/wp-content\/uploads\/2019\/04\/Girls-Inc-of-Omaha-296x300.jpg 296w\" sizes=\"(max-width: 725px) 100vw, 725px\" \/><figcaption class=\"wp-element-caption\">Girls Inc. Of Omaha makes it easy for donors to support girls in both Lincoln and Omaha with a simple, clean format that allows donors to give how they choose (and don\u2019t forget to take note of that recurring giving prompt!).<\/figcaption><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\">So when can you use multi-restriction giving without scaring off your donors?<\/h3>\n\n\n\n<p>If you decide to use it, multi-restriction giving is best used on donation forms that are seen by very specific people. Just as one example: if your board members donate to you regularly (which they absolutely should), you can send them a board-specific donation form. They can use multi-restriction giving to support multiple programs at once, since they (hopefully) are heavily involved in more than one program.<\/p>\n\n\n\n<p><span class=\"TextRun SCXW227562270 BCX8\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun CommentStart SCXW227562270 BCX8\"><strong>Pro&nbsp;tip:&nbsp;<\/strong><\/span><em><span class=\"NormalTextRun CommentStart SCXW227562270 BCX8\">Look for fundraising software that makes&nbsp;multi-restriction giving&nbsp;available to you in your form settings&nbsp;to make things easier on yourself! If you want to limit that option to one donation form, you can easily clone an existing&nbsp;form&nbsp;and update the restriction options.&nbsp;<\/span>&nbsp;<\/em><\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">DON&#8217;T forget to include restriction-specific content in your receipt<\/h2>\n\n\n\n<p><span data-contrast=\"none\">Restrictions are an often-overlooked way to understand your donors. When donors make a restricted gift, they\u2019re telling you what matters to them! Make them feel great about their donation by calling out the restriction they supported and how they\u2019ll make an impact&nbsp;in&nbsp;their&nbsp;<\/span><a href=\"https:\/\/www.qgiv.com\/blog\/zen-and-the-art-of-the-nonprofit-donation-receipt\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span data-contrast=\"none\">donation receipt<\/span><\/a><span data-contrast=\"none\">.&nbsp;&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"none\">For example, you can include special phrasing for a donor who supported your children\u2019s program. Add a couple of sentences like, \u201cThank you for supporting our children\u2019s program! Your gift will provide much-needed materials&nbsp;to&nbsp;our students. Because of you, students at our center won\u2019t have to worry about buying school supplies this year.\u201d<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p>It&#8217;s a small addition, but it accomplishes two objectives. One, it shows your donors that you&#8217;re paying attention to the specifics of their gift. And two, it tells donors exactly how they&#8217;ll make an impact in an area they care about. <a href=\"https:\/\/www.qgiv.com\/blog\/anatomy-of-a-great-donation-receipt\/\" target=\"_blank\" rel=\"noreferrer noopener\">Making your donors feel good about their gift<\/a> is the first step to great donor retention!<\/p>\n\n\n\n<p><span class=\"TextRun SCXW197694333 BCX8\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW197694333 BCX8\"><strong>Pro&nbsp;tip:&nbsp;<\/strong><\/span><em><span class=\"NormalTextRun SCXW197694333 BCX8\">Make sure your&nbsp;online donation tools&nbsp;include&nbsp;customizable receipts!&nbsp;Then, use the \u201cConditional Content\u201d option in your receipt builder to add language for specific types of restricted donations.&nbsp;<\/span>&nbsp;<\/em><\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Conclusion<\/h2>\n\n\n\n<p>While unrestricted funds are a fundraiser&#8217;s dream, lots of donors prefer to direct their gift to a certain program or campaign. Keeping these dos and don&#8217;ts in mind as you build your donation forms will help make <em>everyone&nbsp;<\/em>happy.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Want to learn more?<\/h2>\n\n\n\n<p><span data-contrast=\"none\">Qgiv&nbsp;makes it easy to set up restrictions, build new forms for complex restrictions and multi-restriction giving, and build restriction-specific receipts.&nbsp;Ready to learn more about online fundraising&nbsp;and how&nbsp;Qgiv\u2019s&nbsp;tools can help you raise more money to support your mission? Then check out these additional resources:&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<ul>\n<li><span data-contrast=\"none\">Request a&nbsp;personalized tour of&nbsp;our&nbsp;<\/span><a href=\"https:\/\/go.qgiv.com\/demo-request-main\" target=\"_blank\" rel=\"noreferrer noopener\"><span data-contrast=\"none\">online fundraising platform<\/span><\/a><span data-contrast=\"none\">.&nbsp;<\/span><\/li>\n\n\n\n<li><span data-contrast=\"none\">Ready to get more donations to support your nonprofit\u2019s&nbsp;mission?&nbsp;<\/span><a href=\"https:\/\/www.qgiv.com\/blog\/how-to-get-donations\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span data-contrast=\"none\">Try these 20+ fundraising tips<\/span><\/a><span data-contrast=\"none\">!&nbsp;<\/span><\/li>\n\n\n\n<li><span data-contrast=\"none\">Use&nbsp;our&nbsp;<\/span><a href=\"https:\/\/www.qgiv.com\/blog\/resources\/interactive-donation-forms\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span data-contrast=\"none\">interactive templates<\/span><\/a><span data-contrast=\"none\">&nbsp;to help you build a donation form that converts!&nbsp;<\/span><\/li>\n<\/ul>\n\n\n<p><!--HubSpot Call-to-Action Code --><span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-61170572-d14c-4be7-8254-b221c0860be1\"><span class=\"hs-cta-node hs-cta-61170572-d14c-4be7-8254-b221c0860be1\" id=\"hs-cta-61170572-d14c-4be7-8254-b221c0860be1\"><!--[if lte IE 8]>\n\n<div id=\"hs-cta-ie-element\"><\/div>\n\n<![endif]--><a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/8356283\/61170572-d14c-4be7-8254-b221c0860be1\"><img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-61170572-d14c-4be7-8254-b221c0860be1\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/8356283\/61170572-d14c-4be7-8254-b221c0860be1.png\" alt=\"Increase online fundraising with Qgiv! Request a Demo\"><\/a><\/span><script charset=\"utf-8\" src=\"https:\/\/js.hscta.net\/cta\/current.js\"><\/script><script type=\"text\/javascript\"> hbspt.cta.load(8356283, '61170572-d14c-4be7-8254-b221c0860be1', {\"useNewLoader\":\"true\",\"region\":\"na1\"}); <\/script><\/span><!-- end HubSpot Call-to-Action Code --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Every nonprofit fundraiser loves unrestricted donations. You can use them to do whatever you want. Need to fill a gap in an upcoming event? Done. Need new toner for the copy machine? Easy. Last-minute need? Handled. Even though fundraisers love unrestricted gifts, many donors&nbsp;tend to prefer giving to specific programs or campaigns. When a donor [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":13528,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[266,152,271,270],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Dos and Don&#039;ts for Online Restricted Donations - Fundraising Blog for Nonprofit, Educational, and Faith-Based Organizations<\/title>\n<meta name=\"description\" content=\"This article breaks down how to set up options for restricted donations on your donation form in a way that makes sense for both you and your donors.\" \/>\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.qgiv.com\/blog\/dos-and-donts-for-online-restricted-donations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dos and Don&#039;ts for Online Restricted Donations - 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