Giving Form

The giving form is where donors complete their gifts. Through settings in Path and Pitch setup you can toggle certain aspects of the giving form, but special care has already been taken to reduce the form to as few fields and as few clicks as possible, so there isn't a lot left to toggle.

New Form vs Legacy Form

Note: AlumnIQ offers two giving form versions. Paths with a Public Skin assigned use the new form. Paths without a skin use the legacy form. See Single Page Giving (SPG) for details.

The Single-page Giving (SPG) form provides a single-page experience where donors complete their entire gift on one page. Key features include:

• Single-page layout - All fields visible on one page, no multi-step wizard

• Auto-save - Form state persists to session; donors can return and continue

• Real-time totals - Payment schedule updates as donors adjust amount/frequency

• Payment timeline - Visual display of when payments will be collected

• Accessibility - Enhanced keyboard navigation, screen reader support, optional high-contrast theme

Adding Gifts

Donors start by configuring the gifts that they want to make. This includes the designation and amount, and the payment schedule; optionally also including a field for special instructions like "in honor of," etc. All gifts configured in a single sitting are considered part of the same Pledge.

We do support a per-transaction-minimum dollar amount, and the default is $5. This means that a recurring $5 pledge would be accepted, but a $50 pledge made in 12 monthly installments would be refused because each monthly charge is below the $5 minimum.

Payment Schedules

The payment schedule is shared by all gifts in the pledge. We do not currently support multiple gifts with different payment schedules in the same pledge -- but there is nothing stopping someone from making two consecutive pledges with different schedules.

There are four types of payment schedules:

Schedule	Description
One-time	Single payment, collected immediately
Recurring	Fixed number of payments over time (e.g., 12 monthly payments)
Installments	Total amount divided into payments (e.g., $1,200 in 12 $100 payments)
Perpetual	Ongoing payments with no end date (new form only)

Within Recurring, Installments, and Perpetual schedules, the donor may choose whether their payments will be made on a monthly, quarterly, or yearly basis.

New Form: The new form displays a visual payment timeline showing exactly when each payment will be collected and the amounts.

Duration options are limited to common lengths: 2, 3, 4, 5, 6, 12, 18, 24, 36, 48, and 60 months.

Biographical Information

After gift configuration, we ask the donor to provide some information about themselves. We request just enough to identify who should get credit for the gift; and address information for both payment processing and records updates purposes.

Payment

Lastly, the donor must make a payment today. We do not currently support collecting pledges without at least an initial payment.

In the case of one-time gifts the entire amount is collected. For recurring gifts, the recurring amount is collected. For installments, the initial payment is adjusted by a few cents if needed so that subsequent payments divide evenly into the remaining balance.

And then?

That's it. At least for the donor. Tell us how much you want to give, and to whom; tell us who you are; and make your (first) payment. Then you just check your inbox for your confirmation email.

Once the gift is collected, a new pledge alert is sent via email to the address(es) configured in admin. We also offer a daily summary email of new pledges and recurring/installment collections.

What about expired credit cards?

The admin dashboard displays cards approaching expiration so staff can proactively reach out if desired.

When a payment fails—whether due to an expired card, insufficient funds, or other reasons—we retry once a day for 5 days. After each failed attempt, the donor is sent a notice with a link to a self-service form where they can update their card details.

After 5 failed attempts, that specific payment is cancelled. This does not cancel all future payments on the gift, only the one that failed. If the donor updates their card information, future payments will continue to be processed.