In 2025, donors are very hesitant to provide any organisation - community organisation or corporation - with more information than absolutely necessary.
And moreover, donors are time poor and any task they are asked to complete needs to be quick and easy.
So our key advice to organisations, especially during EOFY, is to REMOVE all fields in your donation form that are not absolutely necessary!
To do this:
1. Remove all personal contact details that are not necessary. Our system requires that first name, last name and email address are always captured. But we suggest you remove (or at minimum, make optional):
- Title
- Phone number
- Physical address
2. Remove all additional features. Remove for your cause any request to:
- Add a message (Though if you were to retain one extra data request, it might be this one as a message from your donor to you - or to a CrowdRaiser - is often worth it.)
- Notify someone of a donation
- Send a card with this donation
3. Ask no questions. It is tempting to ask donors additional questions, but try to resist the urge unless it is absolutely necessary, such as confirmation of where donors might want their donation to be allocated as your organisation structure requires it. Otherwise, we recommend you receive the donation now, and ask questions later!
How do I do this?
All of these tasks can be completed in the Manage Causes > Edit > "Donation form" tab.
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Login to OrgHQ.
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Go to Manage Causes, located under Cause & Donations in the OrgHQ menu.
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Select Edit for the cause to you want to update.
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Click on Donation Form tab
- Then scroll down to:
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Remove all personal contact details: See the Contact card:
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Remove all additional features: See the questions card:
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Remove all questions: Also included in the questions card
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Remove all personal contact details: See the Contact card:
- To keep your changes and continue to edit the Cause, select Save. When you have edited all the fields you wish to change, select Save & Close.