Personal information

Personal Information is where you decide what you collect from donors and how strict you are about requiring it. Every field you add costs you some conversion — donors abandon forms that ask for too much. The right answer for most campaigns is to collect what you genuinely need for receipts, communication, and compliance, and not much else.

Open the Personal Information panel

In the donation page editor, click directly on the My Information section in the form preview (the area showing the email, name, and address fields). The Personal Information panel opens on the right.

Two controls per field: enable and require

Each optional field has two separate controls:

• Enable toggle. Whether the field appears on the form at all.
• Required checkbox. Whether donors must fill it in to submit.

This lets you collect information optionally — the field shows up on the form, but donors can leave it blank. Fields that aren't required display with an (Optional) label, signaling to donors that they can skip them. The combination matters: optional fields convert better than required ones, but a required field captures data you can rely on. Choose deliberately.

Name and email

Name and email are required by default and aren't configurable. First Name and Last Name are always shown as two separate fields. Email Address is required for the donation receipt to send.

Choose Fields to Collect

Address

When enabled, the form shows Street Address, City, State, and Zip Code as a group. If Required is checked, all four fields are required. Collect this if you mail anything to donors — year-end tax letters, thank-you cards, premium fulfillment, event invitations — or if the address matters for compliance (some states require donor addresses on receipts for tax-deductible gifts).

Country

A separate toggle from Address, so US-only nonprofits can keep their forms focused. Enable this if you accept international donors and need to know where they're located — for tax letter formatting, currency reporting, or geographic analytics. Disable it if your donor base is exclusively domestic; the dropdown adds friction without giving you anything you don't already know.

Mobile Phone

Collect this if you plan to send SMS communication or follow up with donors by phone. Phone numbers are sensitive — donors give them less readily than they give email — so leaving this optional, or off entirely, is the right call for most campaigns. Required phone numbers depress conversion noticeably. Enable the disclaimer (see below) if you collect this field.

Company

Useful for donor research, employer matching outreach, and corporate-giving lookups. Off by default; enable it if you want to capture donors associated with companies that have matching gift programs, or for major-donor cultivation. Keeping this optional is almost always the right call — individuals giving small gifts will skip it, donors representing companies will fill it in.

Disclaimers

Both Email and Mobile Phone support an optional disclaimer — short consent language that appears as a tooltip on the field's info icon. Donors hover the icon to read what they're agreeing to by providing their info.

Email Disclaimer

Enable this if you send follow-up communications beyond the donation receipt — newsletters, campaign updates, year-end appeals. The default copy is a reasonable starting point: "By providing your email address, you will receive periodic communications from us. You may unsubscribe at any time." Customize the text in the rich text editor up to 250 characters.

If your only email communication is the receipt itself, you can skip the disclaimer.

Mobile Phone Disclaimer

Strongly recommended if you collect phone numbers and plan to send SMS. SMS marketing in the US requires explicit donor consent under TCPA — the Telephone Consumer Protection Act — and the disclaimer is how you document that consent. The default copy reads "By providing your number, you consent to receive texts from us." Customize it to reflect what kinds of messages donors will actually receive.

If you collect phone numbers only for calls (not SMS), the consent framing matters less from a TCPA standpoint, but the disclaimer is still good practice. We're not lawyers — if you have questions about compliance, ask one.

How many fields to require

A few patterns that work:

• Default to optional, not required. Every required field is a friction point that loses some donors. Make a field required only when you have a specific reason — receipts that need mailing addresses, compliance that needs country, etc.
• Audit what you actually use. If you've been collecting phone numbers for two years and never used them for anything, stop collecting them. The friction isn't free, and storing unused data isn't free either (some jurisdictions treat unused PII as a liability).
• Mobile-first thinking. Filling out a long form on a phone is much worse than on a desktop. Every field you trim helps mobile conversion disproportionately.
• Consider the donor's situation. A first-time small donor giving $25 doesn't want to fill in their company. A board member giving $25,000 will gladly tell you everything. Many forms over-collect for the median donor in service of the rare one.