Set up a Gift Catalog for Gift Cart

Start in the Dashboard by creating a new Gift Catalog campaign.

1. Go to Gift catalogs in the left-hand menu.
2. Click New gift catalog.
3. Select New catalog with default settings. Once you have an existing catalog, you can select Clone an existing catalog for faster setup.
4. Fill in the Name field. This is an internal name — not shown to supporters — used to identify the catalog in the Dashboard.
5. Click Create gift catalog.

The catalog opens on the Overview tab, which shows its key details. Before filling the catalog with gifts and going live, go to the Settings tab to configure the setup.

The Settings tab contains all the configuration options for your catalog. The left-hand menu divides them into sections — start with General and work your way down.

The General section controls the catalog's internal identity and public-facing details

• Catalog name (required) — Identifies this catalog in the Dashboard, exports, and CRM integrations. Not shown to supporters.
• Catalog code (optional) — A short identifier for tracking this catalog in reporting. Useful if your organization has a standardized code structure across fundraising, marketing, or finance teams. Does not appear in the supporter experience.
• Title (optional) — The public-facing name displayed at the top of the catalog on your website. Maximum 60 characters.
• Description (optional) — Introductory text shown below the title. Use it to set context — the purpose of the catalog, how to choose a gift, or anything supporters should know before browsing. Maximum 256 characters.

The Appearance section controls the visual style of the catalog and where the cart button sits on your website.

The Catalog block controls how buttons and cards look in the catalog:

• Primary color — The color for Add to cart and Complete giving buttons.
• Button label color — The text color on those same buttons.
• Button border radius — Controls the corner style of cards and buttons:
  • Rounded — Moderate corner rounding.
  • Rectangle — Sharp corners.
  • Pill — Pill-shaped buttons.

The cart button stays visible as supporters scroll, so they can open their cart from anywhere on the page. On some websites, a fixed header or another fixed element overlaps the button or covers it during scroll. The Cart button position settings move the button down from the top of the screen so it clears those elements. You can adjust only the top spacing — the button's horizontal placement is not configurable.

To adjust the cart button position:

1. Select Adjust desktop button position, Adjust mobile button position, or both.
2. In each Top spacing field that appears, enter the number of pixels between the top of the screen and the cart button.
3. Click Save changes.

Each checkbox works independently, so you can set desktop and mobile spacing separately or adjust only one. Top spacing accepts positive whole numbers and defaults to 64 px on desktop and 16 px on mobile. If you leave the field empty, it returns to the default when you save.

When you clear a checkbox, the cart button uses the default spacing on that device, even if you saved a custom value before. Your saved value returns when you select the checkbox again.

Click Preview to check the button's placement before you save. Saved changes apply to the embedded catalog right away.

The currency settings control what currency supporters see by default and whether they can switch to a different one. The selected currency applies to the entire checkout — supporters cannot choose separate currencies for individual gifts.

• Default checkout currency — The currency all supporters see by default.
• Allow supporters to choose their checkout currency — Lets supporters choose from any currency when they donate.

When you enable Allow supporters to choose their checkout currency, an additional option appears: Automatically detect each supporter's default currency using their geolocation. This detects the supporter's location and shows them their local currency. We recommend enabling this option where possible.

You can present supporters with the option to cover the transaction costs of their donation. When a supporter elects to cover costs, they donate an additional amount that approximately covers the Fundraise Up platform fee and the processing fee charged by Stripe or PayPal.

Five modes are available:

• Adaptive cost coverage — Uses AI to determine which supporters to prompt for cost coverage, rather than showing the option to everyone. We recommend this option.
• Show and preselect the option to cover costs — The option is displayed and selected by default.
• Show the option to cover costs — The option is displayed but not preselected.
• Require that supporters cover costs — The supporter's total includes the additional amount required to cover transaction fees.
• Hide the option to cover costs — Supporters are not shown the option. The net donation your organization receives is the supporter's amount minus Stripe/PayPal and Fundraise Up fees.

Because Gift Cart processes multiple gifts in one transaction, fee coverage works slightly differently than in a single-gift checkout. Fundraise Up calculates the fee for each gift separately, then combines them into a single amount the supporter sees at checkout. The total is distributed proportionally across all gifts in the cart. For carts with recurring donations, the first installment follows the same logic — fees are calculated per gift and combined. From the second installment onward, each recurring plan is processed independently with its own fee calculation.

Tribute giving lets supporters dedicate their donations in honor or in memory of a person, event, place, or something else. If you want to make this option available:

1. Check Enable tribute.
2. Configure the following options:
   • Highlight the tribute name field — Highlights the dedication name input. Recommended if your catalog is tribute-centered — for example, for an "in memoriam" campaign.
   • Allow supporters to send tributes by postal mail — Lets a supporter choose postal mail for their dedication message. Your organization is responsible for fulfilling postal dedications — Fundraise Up does not mail them.
   • Allow supporters to send tributes by email — Lets a supporter choose email for their dedication message.
   • Allow supporters to show the amount in tribute notification — By default, the donation amount is not shown in the dedication message. This option lets supporters display it if they choose.
   • Allow supporters to select an email card image — Activates image collections sourced from categories you create and manage in Settings > Tributes. When enabled, a list of available categories appears, and you can toggle which ones are shown to supporters.

A tribute dedication applies to the entire cart — supporters cannot dedicate individual gifts separately.

The comment option lets supporters add a personal note to their donation — useful for organizations that want to capture the reason behind a gift or a personal message.

Check Enable comment to turn this on. Once enabled, a clickable Add comment text appears in checkout, which opens a text input when clicked. Comments can be exported or passed to your CRM integrations.

This section controls what personal information you collect from supporters during checkout. Most fields are optional by default — only enable what your organization actually needs.

• Ask for title (UK, Ireland, France, Germany, Austria, and French Canadian only) — Lets supporters provide a title such as Mr., Ms., Herr, and others. See the full list →
• Ask for mailing address — Collects the supporter's mailing address. You can set a minimum donation amount that requires an address and make the field mandatory. Note that some European countries require address collection — in those cases, Fundraise Up may require the address regardless of your settings.
• Ask for phone number — Lets supporters provide a phone number before checkout. You can make it required, but we recommend leaving it optional, as requiring a phone number can decrease conversions. You can also set a minimum donation amount to trigger this requirement and add a text disclaimer for legal reasons.
• Allow to donate anonymously — Lets supporters remain anonymous if they choose. Supporter information is still visible to your organization in the Dashboard.
• Allow donations on behalf of organizations — Lets supporters specify the name of an organization — such as a company, club, or association — that should receive credit for the donation.

Marketing consents help your organization obtain and manage communication permissions from supporters. Choose one of three modes:

• No consent — Does not request communication permission. Checkout proceeds without a consent step.
• General consent — Requests overall permission to communicate with supporters, regardless of channel. Adds a single checkbox to checkout.
• Customized consent — Lets supporters choose their preferred communication channels separately: email, SMS, phone calls, postal mail, and social media.

For General consent, add a Checkbox text that explains what supporters are agreeing to, an optional link to your privacy policy or terms, and Additional info to help supporters understand how their consent will be used.

For Customized consent, you can add optional Consent details — descriptive text with an optional link, such as your privacy policy.

To show consent forms only where legally required, enable Show only in regions requiring explicit consent. When enabled, the consent step appears only to supporters located in the EU member states, EEA (Iceland, Norway, and Liechtenstein), Australia, Canada, Brazil, India, South Korea, Switzerland, or the UK.

The Collection method setting controls how supporters give consent: Explicit opt-in, Pre-checked opt-in, or Auto opt-in. With Auto opt-in, supporters in the UK and France give consent inside checkout and can opt out there.

This section lets you add a consent checkbox that supporters must acknowledge before completing their donation — a requirement for GDPR-compliant donation flows.

Check Prompt supporters to accept your terms. This displays a checkbox in checkout where supporters confirm they have read and agreed to your terms and conditions before donating.

You can set this checkbox as checked by default, but use this carefully to confirm compliance with local regulations.

Donation matching adds an extra amount on top of a supporter's donation. You can match every gift in the catalog with one ratio, or set a ratio for individual gifts.

Check Enable donation matching, then choose how it applies:

• For all gifts — one match ratio applies to every gift. You set the ratio, period, and limit once, here at the catalog level.
• For a specific gift — you set the period and limit here, then turn matching on and choose a ratio for each gift in its own editor.

Donation matching settings at the campaign level

Configure the settings:

• Match ratio (For all gifts only) — how much is added to each donation. With 1:1, a $10 donation is matched by another $10, for a total of $20. With 1:2, another $20 is added, for a total of $30. Ratios run from 2:1 up to 1:10.
• Start date (required) — when matching begins, based on your organization's time zone. Set to the current date by default. You can set a past or future date.
• Set end date (optional) — the final date on which donations can be matched. Matching ends at 11:59 PM in your organization's time zone on that date. Without an end date, matching runs until you turn it off or reach the matching limit.
• Set matching limit (optional) — the total amount available for matching across the catalog. Enter a whole number in the catalog's currency. The minimum is $100, or the equivalent in the catalog's currency. Once matching reaches this limit, it completes for the whole catalog.

In For a specific gift mode, a Donation matching tab appears in each gift's editor. To add matching:

1. Go to the Gifts tab.
2. Click the three-dot icon (…) next to a gift, then select Edit gift.
3. Open the Donation matching tab.
4. Check Enable donation matching and choose a Match ratio for that gift.

Donation matching settings at the gift level

Each gift can use a different ratio. The period and limit from the catalog apply to every gift you turn matching on for.

Matching applies to one-time donations and to the first installment of a recurring plan. Later installments are not matched. Each gift is matched on its own, and the matched amount does not change what supporters see in their cart or at checkout — it is added on top.

When matching is active, supporters see a lightning-bolt label on the gift tile with the multiplier — a 1:1 ratio shows as 2x, 1:2 as 3x, up to 11x for 1:10.

How supporters see donation matching

If your organization is based in the UK, you can enable Gift Aid for supporters donating from the UK.

Check Enable Gift Aid and add your legal text or keep the default.

Categories group the gifts in a catalog by theme — for example, medical care or emergency relief — so supporters can filter a large catalog down to what they care about. You can also limit a category to certain pages of your site in advance, so the same catalog shows a different set of gifts depending on where it's embedded.

Category selector

Categories are off by default. Check Enable categories to turn them on, then add categories and assign them to gifts.

1. Click Add new category and fill in the General tab:
   • Name (required) — the public name supporters see in the filter. Up to 30 characters, using letters, numbers, spaces, hyphens, and the "&" symbol; other characters aren't allowed. Names are case-insensitive and must be unique within the catalog.
   • Show this category on specific page URLs (optional) — controls where the category appears. Leave it off and the category appears on every page where the catalog is embedded. Turn it on to restrict the category to the pages you list, then add those addresses under Page URLs.

     Under Page URLs, add up to 20 addresses, one per line. To match a set of pages instead of a single address, use * as a wildcard for any part of a URL — a subdomain, a path, or part of a word. For example, https://example.org/water/* matches every page under /water, and https://*.example.org matches every subdomain. The same URL can belong to more than one category.

     Page URLs change which gifts a page shows, but not the cart behind them. A supporter always has a single cart, regardless of which pages they browse. Gifts they add across different pages are combined into one cart and paid for in a single checkout.

2. Click Add category.

When the catalog supports two or more languages, a Localization tab appears. Select a language and translate the category name into it. If a category has no translation for one of the catalog's languages, supporters who view the catalog in that language see its default-language name instead.

Every category in the catalog appears in the list on the Categories tab. For each one you can:

• Reorder — drag it by the six-dot handle (⋮⋮). The order here sets the order supporters see in the filter.
• Edit — open the three-dot menu (⋮) and select Edit to change the name, page URLs, or translations.
• Remove — open the three-dot menu (⋮) and select Remove.

A warning icon next to a category means it's missing a translation in one of the catalog's languages.

Click Save changes when you're done.

Badges are color-coded labels on gift tiles that help supporters spot priority gifts at a glance — what's urgent, what's new, what's most needed. Badges do not appear in the cart, at checkout, on receipts, or in the Donor Portal.

Gift Catalog as supporters see it, with badges on gift tiles

By default, badges are turned off. Two checkboxes control them:

• Enable badges — Turns badges on for this catalog. Once enabled, a Badges block appears in each gift's editor, where you assign one badge to that gift.
• Enable automatic badges — Lets the system apply automatic badges: Most viewed and New. When active, automatic badges take priority over manually assigned ones.

Three types of badges are available in a Gift Catalog: System, Automatic, and Custom. Colors are fixed for System and Automatic badges — your organization can't change them.

System badges are pre-defined by Fundraise Up. You can assign them manually to gifts from the badge dropdown in the gift editor.

Automatic badges are applied by the system based on rules. You don't select them — they appear on qualifying gifts when Enable automatic badges is on.

Custom badges are created by your organization for a specific catalog. When adding a custom badge, you set its name (up to 18 characters) and pick a color from a preset palette. Once created, the badge becomes available for all gifts in that catalog. Custom badges cannot be edited or deleted once created.

If the catalog supports more than one language, translate the badge name in the Localization section of catalog settings.

When Enable automatic badges is on, automatic badges always take priority. If a gift qualifies for Most viewed or New, the automatic badge replaces the manually assigned one on the gift tile and Gift Page. Your manual selection is preserved — it returns as soon as the gift no longer meets the automatic rule.

The system recalculates which gifts get automatic badges:

• Every 24 hours
• When a gift is added or removed from the catalog
• When a gift is edited and saved

If you turn off Enable automatic badges, the system stops applying them, and any manually assigned badge becomes visible again.

Questions let you collect additional information from supporters after they donate — for example, how they heard about your organization or whether they'd like to be contacted.

Check Enable questions to turn this on. You can add questions by choosing from existing ones or creating new ones. Use the six-dot icon (⋮⋮) to the left of each question to reorder them, and the three-dot icon (⋮) on the right to remove a question.

Available question types:

• Date
• Dropdown menu
• Multiple checkboxes
• Select one option
• Single checkbox
• Text box

Custom fields let you add custom URL parameters — tracking tags — to your catalog for attribution and reporting.

To add a custom field, click Add field and fill in the following:

• Name — A short identifier for the field, for example, donor_traffic_source. Names can only include alphanumeric characters with no spaces. Maximum 50 characters.
• Default value (optional) — Use this to track only values that deviate from a baseline. If 90% of your supporters come from marketing emails but you want to track the others, enter email_marketing as the default value and embed &donor_traffic_source=email_marketing in the URL. Maximum 200 characters.

You can add as many custom fields as you need.

If you serve supporters in multiple languages, this section lets you configure which languages the catalog is available in. You see options here only for languages already enabled in your organization's main Dashboard settings under Settings > Localization.

1. Click the ⚙️ Languages button and check the languages you want to support.
2. Choose a display option:
   • Show UI in all account languages — Shows interface texts in all languages enabled in your account settings.
   • Show UI only in campaign languages — Shows interface texts only in the languages you selected above.
3. To switch between languages, click the chevron icon (⌄) next to the language name.

The following content can be localized:

• Catalog title
• Catalog description
• Phone number legal text
• Checkbox text in general consent
• Additional info in general consent
• Terms & conditions
• Custom badge names.

With your settings in place, switch to the Gifts tab to start adding gifts to your catalog.

Each gift is a catalog-level item — a tile that supporters see in this catalog. Gifts belong to a specific catalog and are not shared across different catalogs.

Here's how to create one:

1. Click Create gift.
2. On the Content tab, fill in the Title (required) — the public name shown on the tile — and the Description (optional), which gives supporters context about what they're funding.
3. Add media for this gift (optional). You can add up to 8 items — any mix of images and videos. In the Media block, click Add media, then choose an option:
   • Add images — upload one or more images. Use JPG, PNG, or static GIF, with a minimum size of 1144×642 px.
   • Add videos — paste a link into the YouTube or Vimeo URL field. YouTube, YouTube Live, Vimeo, and Vimeo Live are supported. Drag items to set their order. The first item appears on the catalog tile, and the gift page shows every item in the order you set. Gifts without media show a placeholder.
4. Switch to the Designation tab and choose how the designation works for this gift:
   • Assigned designation (default) — you set one designation. Supporters don't see or choose it. Use the Designation field to select the designation from the list, or click Create new designation to add one.
   • Selectable designation — you set a list of designations, and supporters pick one. You must add at least two with Add designation. Set their order with Sort by A-Z, or drag the six-dot icon (⋮⋮) next to each one. To preselect a designation, open the three-dot menu (…) next to it and select Make default. If you don't set a default, supporters must select a designation before they add the gift to the cart.

   Each mode keeps its own settings. You can switch a gift between Assigned designation and Selectable designation without losing what you set in the other mode. Learn more about designations →

5. Switch to the Amounts tab, which controls what gift amounts and payment frequencies supporters can choose.
6. Choose up to two Frequencies from those enabled in your account. If you select only one, that frequency is applied automatically and supporters cannot change it. If you select two, set one as the default.
7. For each frequency, configure:
   • Default amount (required) — The amount prefilled on the gift tile.
   • Allow changing the amount — Uncheck this if you want the amount fixed. When checked, you can also set a Minimum allowed donation — the default is $5 or the equivalent in your catalog's currency.
   • Enable gift amount presets — Adds selectable amount buttons to the gift tile, so supporters can pick an amount without typing. The default amount becomes the first button; set 2 additional presets. Supporters can also enter a custom amount using the Other button.
8. If categories are enabled in catalog settings, check Add categories. Pick from existing categories or click Add new category to create one. A gift can belong to any number of categories.

   Once you assign categories, supporters can filter the catalog to see only the gifts in the categories they select. The filter appears only when there's more than one category to choose between — otherwise supporters see the full catalog.

9. If badges are enabled in catalog settings, scroll to the Badge field on the Content tab and assign one badge to this gift. Open the dropdown and pick a badge from the list. System and Custom badges appear here — Automatic badges don't, since the system applies them based on rules. To create a new custom badge from this dropdown, click Add new badge at the top of the list:
   • Enter a Name (up to 18 characters).
   • Pick a Color from the preset palette.
   • Click Create badge.

   The new badge is assigned to this gift and becomes available for all other gifts in the same catalog. Custom badges cannot be edited or deleted once created.

10. If you've enabled additional languages in the catalog's Localization settings, a Localization tab appears. Pick a target language from the dropdown and fill in translations for the Title and Description. Switch the dropdown to another language to add more translations. If the catalog has only one language, this tab doesn't appear.

    Badge names are not translated here — you translate each custom badge once for the whole catalog, in the Localization section of catalog settings.

11. Click Create gift.

After you add several gifts, you can reorder them by dragging — hold the six-dot icon (⋮⋮) to the left of a gift and drag it to the position you want. The new order saves automatically.

Click Preview at any point to see how the catalog appears to supporters. In the preview window, you can:

• Switch between desktop and mobile views.
• Choose a language to preview.
• Browse three screens: Gift catalog (the tile grid), Gift page (the detail view that opens when a supporter clicks a tile), and Gift cart (the side panel with selected gifts).

1. Go to the Settings tab and click Installation in the left-hand menu.
2. Copy the HTML code.
3. Add the HTML code to your website where you want the catalog to appear.

We recommend a dedicated page for the catalog, with no competing calls to action around it. Give it the full width of the page — surrounding elements distract supporters and can affect how the catalog displays.

From the Emails tab, you can override account-level settings for emails sent after supporters give through Gift Cart. This is useful if you want to customize the messaging or disable specific email types for this catalog.

The following emails can be customized:

• One-time receipt
• Donation failed
• Plan receipt
• Installment receipt
• Tribute e-card
• Grouped Donation receipt

Click Preview to see how an email appears to the supporter. From there, click Send test email and enter your own email address to validate it in your inbox.

To stop sending any of these emails, switch Email sending to Disabled.

The Actions tab gives you two options for managing the catalog's lifecycle — taking it offline without losing your configuration, or copying it as a starting point for a new one.

• Click Disable to take the catalog offline. If you re-enable it later, all settings and the embed code are preserved.

  When disabling, you can also check Move this gift catalog to archive to hide it from the main Gift catalogs list. To see archived catalogs, go to Gift catalogs and click Archive. To restore one, click the three-dot icon (…) to the right of it and select Unarchive.

• Click Clone to create a copy of this catalog with the same settings (but different HTML code) and content for further editing. Cloned catalog gets a new HTML code — you'll need to add it to your website separately.