Donation Surveys

Levitate's Donation Survey leverages the platform's integration with Stripe to collect donations and payments. All collected donations through Donation Surveys will automatically populate on the Donation Board.

To collect donations through the Donation Survey, you must be connected to Stripe for payment processing. Read more about how that works here.

How do Donation Surveys work?

Users creating a Donation Survey can set pre-set dollar amounts for giving, as well as allow the donor to manually enter how much they'd like to give. There is also an option to ask donors to cover the fees associated with Stripe payment processing.

Multiple Donation Surveys can be created. Each Donation Survey allows the user to set an end date for donation collection, such as a campaign tied to a specific event or time frame, or to accept general donations with no end date.

All Donations will be logged on the Donation Board and in Donation Reporting.

Creating a Donation Survey

To create a Donation Survey, you will first choose Surveys from the left-hand navigation bar on your Levitate dashboard. From there, you'll choose the Donation tab.

You'll then click Create Donation Survey.

Here, you'll be directed to get the survey set up. You'll add a survey name, a title for the page, and details for your donors. You are also able to associate the donations that come from the completion of this survey with a specific campaign, set an end date for the campaign, and add an image to show on the survey itself.

Under Donor Information, there are options for how certain contact information like birthdate and physical address are collected via the survey.

Finally, Donation Options lets the user add pre-set donation amounts, allow for custom donation amounts, set a minimum donation amount, and even set up a checkbox that allows donors to choose to pay a little extra to offset the fees associated with Stripe payment collection.

Once everything is set, the user will need to choose Save. From there, the survey can be previewed, and the link can be shared via URL or QR code.

Once the link has been shared, donors will be prompted to fill out the survey with their information and choose or type in the amount they are donating. Once they hit Save and Continue at the bottom of the survey, a pop-up will appear, and they can choose to enter a credit card number, e-pay options, or bank information. All payments will be processed through Stripe.

Here's what a Donation Survey will look like to your donors:

Recurring Donations

Read more about Recurring Donations here!

When you paste a Donation Survey URL into any Levitate email composer, it is automatically converted into a ready-to-use link — no extra formatting steps needed. The link will appear in your email with the display text Click here to donate, making it easy for recipients to find and act on it right away.

This works in all email composers in Levitate. Simply copy the URL from your Donation Survey's share options and paste it directly into the body of your email. Levitate recognizes the donation survey link and handles the formatting for you.

Email composer showing a pasted donation survey URL automatically converted to a 'Click here to donate' link

Question Visibility Rules

Donation surveys support conditional question visibility — you can configure a question to only appear when a respondent gives a specific answer to an earlier question. This lets you build smarter, more focused surveys that only show relevant follow-up questions.

How it works

Visibility rules can be set on any question that follows a Dropdown or Checkbox question in the Additional Questions section. When you add or edit a question, you'll see an option to make it visible only when a previous dropdown or checkbox was answered with a particular value.

A few things to keep in mind:

Only Dropdown and Checkbox questions can act as visibility triggers — other question types cannot.
If you reorder questions, any visibility rules that reference a question that is now out of order will be cleared automatically to prevent broken logic.
You can preview the survey from the survey editor to see how visibility rules behave as a respondent answers questions.

What respondents see

When a respondent fills out the survey, questions with visibility rules are hidden by default. They appear (or become required) only after the respondent selects the triggering answer. This happens in real time — no page reload is needed.

Receipt Email

Each Donation Survey can be configured to automatically send a receipt email to donors after a successful payment. Receipt email settings are found in the Notifications tab within the survey's settings.

Enabling and customizing the receipt

Within the Notifications tab, you will find:

Email Notifications — A toggle to receive an email notification each time a donor submits the survey.
Send donation receipt — A toggle to email a receipt to the donor after a successful donation.
Receipt message — A rich-text editor where you can write and format a custom message to include in the receipt.
Preview receipt — A button that opens a preview of the receipt email so you can review how it will appear to donors before enabling it.

Screenshot of the Notifications tab in donation survey settings showing Email Notifications and Send donation receipt toggles

Close-up of the Receipt message rich-text editor and Preview receipt button

Preview of the donation receipt email shown after clicking Preview receipt

Donor Name / Company Field

The public donation survey form includes an optional Donor Name / Company field, allowing donors to specify how they would like their donation attributed — for example, under a company name, a family name, or a specific individual's name.

The field pre-populates with the donor's first and last name by default, making it quick to complete while still giving donors the flexibility to update the attribution if needed.

Screenshot showing the Donor Name / Company field on the public donation survey form

Anonymous Donations

Each donation survey can be configured to let donors keep their gift anonymous. When this option is enabled, a Make my donation anonymous checkbox appears on the public donation form. Donors who check it have their name fields hidden — only their email address is collected, used solely to send the tax receipt.

Enabling anonymous donations

In the donation survey editor, open the Donation Options section and turn on Allow anonymous donations. Save the survey. The anonymous checkbox will then appear on the public form for that survey only; surveys without this option enabled are unaffected.

What donors see

When a donor checks Make my donation anonymous, the First Name, Last Name, and Donor Name / Company fields are hidden. The email field remains required so the tax receipt can be delivered.

How anonymous gifts appear in Levitate

Anonymous donations are recorded on the Donation Board and in donation reports with Anonymous as the donor name. The donor's name is not stored or indexed in Levitate and does not appear in any search result or export.

Note: Stripe retains the full payment record, including cardholder name and billing details. The anonymity guarantee is a Levitate-side commitment — it does not extend to your payment processor.

FAQs

Q: The donor needs to change or update their payment info, make a dispute, or needs a detailed receipt. Can this be done through Levitate?

A: No— all transaction and payment related updates must be made through Stripe. Levitate facilitates the donation and keeps records of each donation, but does not house payment method related details.

Q: My donors are not seeing their preferred e-pay option— how can I add that in?

A: If a donor wants to pay through ACH, or another e-pay option that's not being shown, you'll need to configure Stripe to accept those types of payments. To enable or disable certain payment methods, click here to be directed to the Stripe payment dashboard. The linked article will give information on each type of e-pay method and a link to configure the ability to accept them! Levitate does not play a role in which e-pay options show.

Q: Does enabling anonymous donations affect all of my donation surveys?

A: No — the Allow anonymous donations toggle is set per survey. Only surveys where you have turned it on will show the anonymous checkbox to donors.

Q: Will I still receive the donor's email address when a gift is anonymous?

A: Yes. The email address is required so the tax receipt can be delivered. The donor's name is not collected or stored in Levitate.