Your donation forms are the front door to your fundraising. It’s where your donors say “yes.”

For many organizations, getting the form just right can mean the difference between making it easy and enticing for someone to give… or introducing unnecessary friction that slows them down and hurts conversion rates.

Over the past year, we’ve been listening closely to feedback from both clients and prospects. One thing came through clearly. Organizations value the frictionless nature and customization capabilities of CharityEngine forms. But many also told us they wanted a greater variety of ready-to-use templates they could quickly choose from and adapt to their organization.

So we decided to build something better.

This Spring, we’ll be introducing Forms 2.0 — a new take on forms designed to deliver meaningful improvements for both your team and your donors.

What is Forms 2.0?

Forms 2.0 is a strategic evolution of our forms framework. It’s designed to provide greater flexibility, a better donor experience, and easier form management for your team.

In short, it’s about helping you create better giving experiences without adding complexity.

Create Beautiful, High-Converting Donation Forms

Forms 2.0 introduces a collection of modern, ready-to-use templates that can be easily adapted to your organization’s brand and preferences.

The key benefits include: 

• Modern  layouts  inspired by today’s fundraising design trends
• Cleaner page structure that keeps donors focused on giving
• A smoother donation experience from start to finish
  

The result? Less time spent building forms. More time spent fundraising.

Deliver More Relevant Donor Experience, Without Creating More Forms

One of the biggest shifts in Forms 2.0 is the ability to personalize donor experiences without creating dozens of separate forms.

Organizations will be able to use a single donation form while customizing giving page content based on the campaign or audience segment. Messaging, imagery, and context can shift depending on who the donor is and how they arrived at the page.

This allows you to route donors to the experience that resonates most with them without managing countless variations of the same form.

More Stability. More Confidence.

Under the hood, Forms 2.0 introduces improved stability for custom forms and more complex use cases.

This means fewer edge-case issues, more predictable performance, and a stronger foundation for future enhancements. It’s not just a visual update.

It’s a structural upgrade.

Why New Forms Matter to You

This new release isn’t just about how forms look. It’s about how they perform.

The new templates are designed with conversion in mind, helping donors move quickly and confidently through the giving process. At the same time, the ready-to-use templates reduce the amount of time your team spends creating and editing forms.

We’ve also introduced several usability improvements. Features like the goal thermometer will be easier to enable with simple toggles. In-kind forms will include relevant out-of-the-box fields for common donation types such as cars, food, and other goods.

Small improvements like these add up, saving your team time while improving the donor experience.

Rollout & What to Expect

We’ll begin rolling out the new forms in early spring, with specific dates to be announced later this month.

As part of this transition, we recommend reviewing your existing forms and toggling any seasonal or unused forms to inactive. This will help ensure a smoother migration process.

Our goal is a thoughtful, phased rollout that allows all clients to begin benefiting from Forms 2.0 as quickly as possible.

See Forms 2.0 in Action

We’ll be sharing more details soon.

Look out for an invitation to the next Product Showcase Webinar, where we’ll unveil Forms 2.0 in greater detail and walk through how your team can take full advantage of the new capabilities.

More to come.