If your nonprofit is a membership organization, then you can stop hunting down members for their payments and carrying checks or cash to the bank. Instead, sit back and use Give for collecting membership dues online.

Your membership organization might want to collect online membership dues instead of collecting dues in person or by check. You might even have an online membership structure already, but no way to process credit cards.

One of the most important components to a membership organization for organizational health and sustainability is collecting membership dues. In the past, this has been a difficult task requiring envelopes, letters, tear-off coupons, stamps, and too much time and energy.

Give simplifies the process of collecting dues by enabling online registration at the same time as collecting membership dues. Using Give and the Recurring Donations add-on makes collecting membership dues easy for your organization and even easier for your members.

How to Collect Membership Dues with Give

Give has a powerful feature which enables you to have your members log in and/or register directly in the donation form. This ensures that the monies collected on this form are done only for those who are registered or registering for membership on your website.

There are a few crucial steps involved to configure your Give form for membership dues.

Set Your Levels and Recurring Options

First, make sure your form supports the membership levels and recurring options available for your organization.

  • Create a form with the membership amount set as the amount for the “donation.” If you have multiple levels of membership, use the “Multi-Level Donation” feature. Make sure you have “Custom Amount” disabled.

screenshot Give form settings

  • Set the “Recurring Donations” option to “Yes – Admin Defined” and then choose a frequency (monthly, yearly, etc.) for each level set.

Recurring Donation Settings

Choose Your Display Style

Your membership form should be intuitive. You want your members to understand explicitly what they are signing up for directly in the form. Give’s display options allow you to make these details clear to the donor.

  • Select a “Display Style” (Buttons, Radio, or Dropdown).
  • On the “Form Display” tab, make sure to change the language on the Submit Button to something other than “Donate Now.” Try “Register,” “Sign Up,” or something that resonates with your audience and your mission.

Form Display Button Options

Set Up Your Registration Options

In order for these payments to be associated with a user on your website, you need to leverage Give’s registration options. There are two important options to understand to configure this correctly: “Guest donations” and “Registration”. You can learn more about both in our documentation.

In order to ensure your form is used to create WordPress users and that only users can make payments, you need to do two things on the“Form Display” tab:

  • Select “Disabled” for Guest Donations.
  • Choose “Registration + Login” for Registration.

Registration + Login

Describe the Benefits of Membership with Content

Give forms support the addition of content above or below the forms. This helps you add crucial descriptions of the benefits and importance of membership for your organization.

Use the “Form Content” area to write more about your organization at the top or bottom of the membership form. Tell people why they should join you. This is the area where you can shine!

  • What are the benefits of your organization?
  • What do the different levels of membership include?
  • List any accreditations you have or certifications you offer.

Form Content Area

Who Should Get Notified of new Members Dues?

Under the “Email Notifications” tab, take the time to craft a detailed receipt to welcome new members into membership. Don’t leave it as a donation receipt.

Instead, take this opportunity to reiterate to them why you’re glad they are members, the benefits of their membership, as well as providing them a receipt for their membership dues.

Membership Email

Make Sure you can Keep in Touch with your Members

Membership retention is all about communication. Give has many different email integrations you can use to ensure that ever member who pays via this form is added to the appropriate newsletter.

Make sure to add your mailing list to the form so that your members can opt-in to your notices and newsletters.

 

MailChimp Add-on settings

Make your form Visual

Add an image in the “Featured Image” area that will make the form “pop” with color and interest.

Featured Image

Publish!

  • Publish the form.
  • Add some great text in the Give Single Form Sidebar Widget (this really helps with SEO, too!).
  • Add the form to your navigation menu so that site visitors will find it easily.

Final Membership Dues Form

Drive Traffic to your New Membership Form

Your new online membership form is only useful if your members know how to find it! Make sure existing members know where to go to pay their membership dues. Include a link in your newsletters and any membership renewal notices you send out. Your members will be happy to pay online because it’s easier than mailing a check, and you’ll be happier because it’s so much easier than collecting dues and getting them deposited at the bank!

Of course, you may still receive some dues payments by mail. In order to make sure you have a way to note offline payments and keep all of your membership information in one place, you can also use the Manual Donations add-on.

Membership Dues Made Easy Includes the Following Tools

  • The Recurring Donations add-on is the key to automatically collecting membership dues.
  • Make sure you can send your newsletters to your donors by using one of
    Give’s email marketing add-ons to allow your donors to opt-in and get added to your lists in MailChimp, AWeber, or Constant Contact.
  • Enter all of your offline donations and payments into your donor database by using the Manual Donations add-on, or import your existing donor via our powerful Import tools. Keep all of your contributor information in one place this way.
  • Keep your supporters on your website by using payment gateways that don’t require them to leave your site to complete their donation.

The easiest way to get all the power of Give for the best price is with the Plus Bundle, which gives you access to every add-on Give has to offer.

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Michelle Ames

Michelle Ames is the Head of Customer Success at Give. She is the founding organizer of WordCamp Rochester, co-organizer of WordCamp Buffalo, and coordinator for the WordPress Rochester Meetups. Michelle enjoys photography and travel - and especially loves doing both together.

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