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  • Creating Your First Donation Form
  • Setting Up Recurring Donations and Managing Subscriptions
  • Adding Tribute Cards to a Donation Form
  • Troubleshooting Donation Form Embed and Popup Issues
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Creating Your First Donation Form

Step-by-step guide to building a donation form in LevCharity, from choosing a type to going live.

Creating Your First Donation Form

Step-by-step guide to building a donation form in LevCharity, from choosing a type to going live.

Creating Your First Donation Form

Donation forms are the core of LevCharity. You can create a Popup (shown via a button or script on your site), an Embed (dropped directly into a page), or a Landing Page (a standalone URL hosted by LevCharity).

Step 1: Create a New Form

  1. Go to Donations in the left sidebar.
  2. Click Create New Form.
  3. Choose your delivery type: Popup, Embed, or Landing Page.
  4. Give the form a name (internal label) and a custom URL slug if desired.

Step 2: Configure Frequency and Amounts

In the form editor:

  • Set Giving Frequency: One-time only, Monthly only, or Both (with a default pre-selected).
  • Add Suggested Amounts — you can attach an image or label to each amount to make it feel meaningful (e.g., "$36 — provides school supplies for one child").
  • Enable a Custom Amount field to let donors type any value.

Step 3: Branding and Design

  • Upload your organization's logo.
  • Set a Primary Color to match your brand.
  • If your audience includes Hebrew or Arabic speakers, toggle RTL Mode under language settings.
  • Select the Language for the form's labels and placeholder text.

Step 4: Payment and Checkout Settings

  • Under Payment, select which processor(s) are active for this form.
  • Enable Cover the Fees if you want to give donors the option to cover processing costs.
  • Add any Custom Fields for information you need to collect at checkout (e.g., dedication name, phone number).

Step 5: SEO and Publishing

  • For Landing Page forms, fill in the SEO Title and Meta Description under the SEO settings tab.
  • Click Publish (or Save Draft to keep it private).

Once published, the form's embed code or popup script is available under the Embed tab of the form. Copy and paste it into your website.

Inviting Team Members and Managing Roles

Add staff, volunteers, or agency partners to your LevCharity account with the right permissions for their role.

Setting Up Recurring Donations and Managing Subscriptions

Enable monthly giving on your donation form and manage existing recurring donor subscriptions.

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On this page
  • Creating Your First Donation Form
  • Creating Your First Donation Form
  • Step 1: Create a New Form
  • Step 2: Configure Frequency and Amounts
  • Step 3: Branding and Design
  • Step 4: Payment and Checkout Settings
  • Step 5: SEO and Publishing