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, public-facing details, and visual style.

• 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.

Under Catalog appearance, configure how buttons and cards look in the catalog:

• Primary color — The color for Add to cart and Complete giving buttons.
• Primary button text 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 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 an optional description (links are also supported).

To show consent forms only where legally required, enable Show only in regions where laws require explicit user 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.

You can set consent checkboxes as Checked by default, but use this carefully to confirm compliance with local regulations.

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.

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.

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.

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. Select the Assigned designation for this gift (required). You can use an existing one or create a new one in this flow. Different gifts may have different designations, or you can assign the same one to all of them.

   Supporters don't see the designation at any point — not while browsing the catalog or during checkout — but it appears in their receipts and in the Donor Portal alongside the gift title. Learn more about designations →

3. 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.
4. Upload an Image (optional) for this gift. The minimum size is 1144×644 px. Gifts without images show a placeholder.
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 you've enabled additional languages in the catalog's Localization settings, a Localization tab appears. Switch to it and fill in translations for the gift Title and Description. Otherwise, proceed to the next step.
9. 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 embedding the catalog on a dedicated page with no other catalogs or calls to action around it. Give it the full width of the page — competing 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.