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Best Practices
in Online Donations
April 26, 2019
Our Sponsors
NetSquared is a program of TechSoup Global. Our mission
is to "Mobilize Technology and Communities for Social
Change." Our network of volunteers organize nonprofit
technology meetups and training events with the goal of
helping nonprofits and community groups master
technology.
Provides: Meetup.com account, networking, support to organizers
Impress.org is a local NGO technology company, focused
on building website solutions for nonprofits. Our mission
is to offer "Code for Good". GiveWP is our most popular
product -- a donation platform for WordPress with 60,000
active installs and over 300 5-star reviews, Give is the most
widely used donation solution for WordPress.
Provides: Venue, light lunch, organization
Michelle
Ames
Head of Customer Success
MBA in Marketing, E-Commerce, and Information
Systems from University of Rochester
20+ years of experience in higher education
10+ years entrepreneur of web design and
marketing company
Serial volunteer for multiple organizations
Expertise:
● WordPress
● Online Donations
● NGOs
Amanda
Gorman
Bachelor Degree in Marketing from SUNY Brockport
10+ years of experience in WordPress
Yoga Teacher and Owner at Flower City Yoga in
Irondequoit
Expertise:
● WordPress
● Online Donations
● Search Engine Optimization
● Social Media
● Content Marketing
● NGOs
● Technical Requirements for Online
Donations
● Considerations for your Donation tools
● Considerations for Donation Forms and
Pages
● Driving Traffic
OVERVIEW
Technical
Requirements
Technical
Requirements
Quality Hosting
● Updated PHP, cURL, MySQL
● Offers free SSL certificates and installation
● Great and accessible technical support
● Automated Backups outside the root of your
install, and easy to restore
● BONUS: Live Staging environments, Git
integration, WordPress Core and Plugin updates
Technical
Requirements
Your Website
● Forced HTTPS
● Consistent domain mapping
(meaning it’s always https://example.com never http://www.example.com )
● SMTP Email with SPF record
Good article overview of SPF Records here
Donation Tool
Requirements
Tool
Requirements
Security
● Must respect HTTPS protocol
● Must interact with secure payment gateways.
● Own your donation/donor data
Donor Features
● One form, no cart or checkout
● Donation Confirmation with ability to save a
valid receipt. Auto-sending by email a bonus.
● Donor History
● Annual Tax Receipts
● Recurring Donations
Tool
Requirements
Admin Features
● Donor management
● Integration with your email newsletter system of
choice
● Reporting
● Logs (Error logs, Activity logs)
Bonus Features
● Fee Recovery
● Currency Switching
● Tributes
● Peer to Peer features
Donation
Forms & Pages
Donation Form Best Practices
Use as few fields as
possible
Suggest levels or
amounts
Only require the bare
minimum fields
Things to Do
● Make the form central and obvious
● Provide context as to how these donations
benefit your organization
● Design the page to be easy on the eyes and
inviting
Things to Avoid
● Adding links to outside sources that take
donors away from the page
● Don’t have newsletter popups on this page
● If possible, don’t have general site navigation
on this page
Donation
Pages
Driving Traffic to your Donation Page(s)
Driving
Traffic
Fundamentals
● Basic SEO
Meta Tags, Google Analytics, Google Search Console
● Blog -- seriously
● Website Navigation
● Memorable and easy URL
E.g. example.com/give
Get Social
● Social Media (which we’ll discuss in depth next
month!)
● Testimonials
● Volunteer Landing Pages

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Best Practices for Online Donations

  • 1. Best Practices in Online Donations April 26, 2019
  • 2. Our Sponsors NetSquared is a program of TechSoup Global. Our mission is to "Mobilize Technology and Communities for Social Change." Our network of volunteers organize nonprofit technology meetups and training events with the goal of helping nonprofits and community groups master technology. Provides: Meetup.com account, networking, support to organizers Impress.org is a local NGO technology company, focused on building website solutions for nonprofits. Our mission is to offer "Code for Good". GiveWP is our most popular product -- a donation platform for WordPress with 60,000 active installs and over 300 5-star reviews, Give is the most widely used donation solution for WordPress. Provides: Venue, light lunch, organization
  • 3. Michelle Ames Head of Customer Success MBA in Marketing, E-Commerce, and Information Systems from University of Rochester 20+ years of experience in higher education 10+ years entrepreneur of web design and marketing company Serial volunteer for multiple organizations Expertise: ● WordPress ● Online Donations ● NGOs
  • 4. Amanda Gorman Bachelor Degree in Marketing from SUNY Brockport 10+ years of experience in WordPress Yoga Teacher and Owner at Flower City Yoga in Irondequoit Expertise: ● WordPress ● Online Donations ● Search Engine Optimization ● Social Media ● Content Marketing ● NGOs
  • 5. ● Technical Requirements for Online Donations ● Considerations for your Donation tools ● Considerations for Donation Forms and Pages ● Driving Traffic OVERVIEW
  • 7. Technical Requirements Quality Hosting ● Updated PHP, cURL, MySQL ● Offers free SSL certificates and installation ● Great and accessible technical support ● Automated Backups outside the root of your install, and easy to restore ● BONUS: Live Staging environments, Git integration, WordPress Core and Plugin updates
  • 8. Technical Requirements Your Website ● Forced HTTPS ● Consistent domain mapping (meaning it’s always https://example.com never http://www.example.com ) ● SMTP Email with SPF record Good article overview of SPF Records here
  • 10. Tool Requirements Security ● Must respect HTTPS protocol ● Must interact with secure payment gateways. ● Own your donation/donor data Donor Features ● One form, no cart or checkout ● Donation Confirmation with ability to save a valid receipt. Auto-sending by email a bonus. ● Donor History ● Annual Tax Receipts ● Recurring Donations
  • 11. Tool Requirements Admin Features ● Donor management ● Integration with your email newsletter system of choice ● Reporting ● Logs (Error logs, Activity logs) Bonus Features ● Fee Recovery ● Currency Switching ● Tributes ● Peer to Peer features
  • 13. Donation Form Best Practices Use as few fields as possible Suggest levels or amounts Only require the bare minimum fields
  • 14. Things to Do ● Make the form central and obvious ● Provide context as to how these donations benefit your organization ● Design the page to be easy on the eyes and inviting Things to Avoid ● Adding links to outside sources that take donors away from the page ● Don’t have newsletter popups on this page ● If possible, don’t have general site navigation on this page Donation Pages
  • 15. Driving Traffic to your Donation Page(s)
  • 16. Driving Traffic Fundamentals ● Basic SEO Meta Tags, Google Analytics, Google Search Console ● Blog -- seriously ● Website Navigation ● Memorable and easy URL E.g. example.com/give Get Social ● Social Media (which we’ll discuss in depth next month!) ● Testimonials ● Volunteer Landing Pages