How to Collect Online Donations in 8 Steps

Ines Alvergne • Mar 22, 2021
7 steps to accept donations online

To carry out your nonprofit’s mission effectively, you need an easy way to collect online donations. Online fundraising saves your nonprofit precious time and resources that you would otherwise spend managing physical donation forms.

So, what’s the best way to collect donations online and encourage your donors to go digital? We developed a simple 8-step guide on how to accept and manage online donations. 

Whether you’re already processing donations online or just getting started, this guide unpacks the best way to collect online donations and maximize your digital contributions

Here are eight steps to collect your donations online:

  1. Create a donation form
  2. Embed your donation form on your website
  3. Choose a payment processor
  4. Automate the distribution of donation receipts
  5. Segment your donor list
  6. Use emails to promote your donation form
  7. Identify your non-digital donors
  8. Ask your donors to go paperless

Let’s drill deeper into these steps together: 

Create a donation form

1. Create a donation form

The first step in collecting online donations is to create a donation form where you can direct potential donors to. 

Remember, the goal of having a donation form, in the first place, is to make it easier for donors to give. Your donation form needs to be simple and easy to access. When potential donors visit your website to donate, they shouldn’t have to dig too far to find what they need.  They should be able to find your donation form and support you within a few clicks. 

Keela’s donation forms are customizable, mobile-responsive, and easy to use. With our donation forms, you can showcase your branding, communicate your story and improve your donors’ user experience. 
Most importantly, you can connect the form to the Keela CRM and track your donations and contact from one central software. See how Legado uses Keela’s form builder to create an appealing and simple donation form.

Legado's donation form as an example of a perfect Keela donation form

Notice how Legado’s donation form is beautifully designed. With the form, this nonprofit organization reminds visitors of its core mission. They included a link to their Annual Reports to show the impact of donors’ contributions. The form also clarifies that a donor receipt will be emailed to donors after they donate, which goes a long way to building credibility and trust. 

17 Tips For Creating the Perfect Donation Page [Checklist]

Use this checklist to convert your website visitors to supporters and donors.  

Embed your donation form on your website

2. Embed your donation form on your website

By adding a donation form to your nonprofit’s website, you meet your donors where most of them are — online.

You have two options to collect donations through an online form: you can create a separate web page or embed the form directly on your website. We recommend embedding your donation form directly onto your website. This will help keep visitors and donors on your website longer and make them feel more comfortable as they make their donation. 

Choose a reliable payment processor

3. Choose a reliable payment processor

To accept donations online, you need to integrate a payment processor into your form or website. The most popular platforms for accepting online donations are Paypal and Stripe.

Both Paypal and Stripe offer nonprofit discounts, and as such, compared to other payment processors, they make it easier for you to recoup a more significant percentage of your donations. With Keela donation forms, your donors can donate conveniently using Paypal or Stripe.  

Automate the distribution of donation receipts

4. Automate the distribution of donation receipts

The next step has to do with donation receipts. Your donation receipts should be automatically sent to your donors in a PDF format to save time and reduce stress. If you’re using Keela, it’s pretty easy to do this since the whole process is automated.

As soon as a gift is received through a Keela online donation form, the receipt is automatically generated and emailed to donors immediately. The donation receipt includes the Donation ID, Serial Number, Organization Name and Address, and Signatures. For recurring donations, the donors can choose to receive a receipt for every gift or a cumulative receipt at the end of the year.

7 steps to accept donations online

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Segment your donor email list

5. Segment your donor email list

Email is the best way to stay in touch with your donors and send updates about your organization. Creating effective email campaigns will result in more donations down the line. With solid email communications, you can engage your donors, communicate your impact and remind them how important their gifts are to your mission.

However, for your email communications to be effective, you need to understand your donors. Segmenting your donors based on their giving history will help you identify your most and least engaged supporters. With this information, you can send targeted messages to each donor segment to encourage them to take action. 

For instance, you can start by splitting your database between one-time donors and recurring donors. You’ll use a slightly different message for each group in your communications because their relationship to your organization is somewhat different—the more personal your message, the better. Donors are more likely to give when they receive the targeted, personalized communication from you.

Use emails to promote your donation form

6.  Use emails to promote your donation form

Now that you have successfully identified your donor segments, you can communicate with them in the right way. Keela CRM includes E-blast (or email marketing) tools so you can reach out to your contacts using beautifully designed emails.

The E-blast builder allows for personalization. As long as you have the contact information saved in your database, you can refer to the donors by their first name and last name or include any other relevant contact data
Whatever you do, be sure to include a donate button in your email. Remember, your donors should be able to access your donation form easily.

Identify your non-digital donors

7. Identify your non-digital donors

In your database, you probably have a list of donors who didn’t share their email addresses with you—and that’s okay. These donors may usually mail in their donations. But ideally, and if they can, they ought to make their donations online, so consider asking them to use your online donation forms. 

Let them know how much of a time-saver this will be for your organization in the future. If you’re using Keela’s donation forms and CRM, you can reassure them that your forms are safe, secure and your CRM complies with mass emailing rules and anti-spam laws

So, what’s the best way to ask for online donations?
First, you need to identify those donors whose emails are missing from your database. Then, make a Smart List for those contacts who don’t currently have a primary email address on file and export this list for a mail merge.

Ask your donors to go paperless

8. Ask your donors to go paperless

Now that you’ve created a list of donors who don’t give online, you can send a letter asking them to go paperless.

The letter should explain why removing paper receipts helps your nonprofit organization save time and money on printing, mailing, and other manual processes. Highlight how this transition also helps to reduce paper waste and support a healthier environment.

Then, you can offer those donors two choices: they can either donate online next time on your website or send your organization an email to provide their email address. Finally, you can update your database with this information.

To help you save time with this process, we put together eight donation letter templates that you can use to ask your donors to go digital.


See How Nonprofits Use Keela to Collect Online Donations

Get a glimpse of how Keela smart tools help nonprofits strategize, streamline, and automate their fundraising efforts.

Accepting donations online is one step toward improving your digital fundraising strategy.

At Keela, our mission is to help you raise more money and save more time. Setting up an effective transition toward online donations will spare you time-consuming manual processes and ultimately improve your fundraising outcomes.

We hope that this guide helps you raise more money and do more good!