Donations - Ability to choose which fund to donate to and indicate how much they wish to donate to each fund
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T
Tanya
Although we could ask it as a custom question, I would like for the donation form to have multiple entry amounts where donors can indicate how much they would like to donate to each fund I have.
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Rowan from Zeffy
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complete
Fund designation is officially live 🎉
Thank you to everyone who requested this and shared how you were working around it. Your feedback made this happen.
You can now add a fund selector directly to your donation forms. Donors choose which fund to support at checkout, and you get a clean breakdown by fund in your payout report — no more manual exports or spreadsheet sorting.
What's included:
- Add funds in your account settings (Bank → Funds) OR by adding the fund custom question to your campaign
- Let donors choose, or pre-assign a single fund silently
- You'll get a fund breakdown in your payout report + transaction table
- Fund shown in the payment drawer and export
📖 Get started here: https://support.zeffy.com/add-fund-selection-to-your-donation-form
One thing to note: splitting a single donation across multiple funds isn't part of this release yet. We've created a separate request for it, if that's important to you, vote for it here so we can prioritize it: https://simplyk.canny.io/feature-requests/p/split-a-donation-into-multiple-funds
We'd love to hear how it works for you, feel free to drop a comment below!
A
Ashley
I could really use your help I have been in a really bad situation since my accident I was eject from the driver side window and thrown out the vehicle and scouted from the forehead all the way back and I had a stroke and my lung claps and I have had many surgeries and I am going through so much right now I can't pay my bills or get my meds or get to the doctor I have no food please help me
B
Bernie
Ideal for Churches - different donation categories we can create to allow donor more flexibility. Plus a "Weekly" option with automatic or manual purchase
D
Donna
Our organization needed this feature yesterday. We can have up to 9 campaigns running at the same time and for different causes. A pull down menu allowing donors to choose which campaign and how much they want to support in a single transaction would be a game changer. This feature is needed with a focused and targeted audience.
Rowan from Zeffy
marked this post as
planned
We're working on a fund designation feature that will allow you to set up funds, ask your donors to select a fund or assign a fund to a specific campaign.
It will include a breakdown of your funds in your payout report.
L
Leslie
Rowan from Zeffy Potential new user here, this is really mandatory for me - when my members renew they need to be able to pay the membership, donate to the general fund and/or donate to the scholarship fund with the form easily supporting that, and reports and receipts reflecting it. I do understand the workaround with questions, but that's a kluge at best. I appreciate that you're planning to address this shortcoming. Great to hear!
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Maryse from Zeffy
Merged in a post:
We would like our donors to be able to designate donations in different amounts to our different projects on the same form so their don't have to enter they information multiple times.
S
Sandy
Rowan from Zeffy
Merged in a post:
Drop down menu to choose a fund to give to
J
June Oliver
I would like to have a drop down menu in my donation forms so that donors can choose which fund they cant to give to (Can be very useful for an umbrella organization that has several donation funds)
L
Leslie
Our congregation is also looking for something like this. One transaction with amounts allocated to different funds versus multiple transactions by way of answered questions. I would think that 1 transaction with amounts going to 3 funds would be more cost effective than 3 transactions to do the same.
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Maryse from Zeffy
Merged in a post:
Drop down description tags for donations (so we do not have to have separate forms for each donations designation). Basically just a memo field they can write in and let us know.
J
Jacob
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Maryse from Zeffy
Hi Jacob! This is already something we support with custom questions, here's how you can set it up on your form : https://support.zeffy.com/enabling-fund-selection-for-donors-in-your-zeffy-campaigns
J
Jacob
Maryse from Zeffy thank you so much!
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