Old donor data is a risk your Board can measure and reduce
Equitable Philanthropy and EP Law have released a free Donor Data Retention Policy template for Australian charities. Blaze Your Trail’s Retention Clock helps Boards...
In this short video, Jessica Macpherson from Blaze Your Trail discusses best practices for donation forms.
The key points are to keep the form simple by only collecting the minimum amount of information necessary for processing donations, reducing complexity for donors.
The form includes fields for name, email, and mobile phone, with the mobile phone field being optional.
Conditional logic is applied to allow donors to make gifts on behalf of organisations. Having this logic prevents business names in name fields.
The "Your Message" section allows donors to share their motivation for making the gift, valuable context for any fundraising manager.
Additionally, the form seeks consent for newsletters, fundraising, or marketing activities, with a link to the privacy policy.
