Payments
Preset Amounts & Defaults
Guide donors to the right giving level
Preset Amounts and Defaults let you guide donors toward the giving level that matches your program needs. Set default donation amounts, pre-select frequencies, and configure designations per program so donors see exactly what you want them to when they arrive at your donation form. Reduce decision friction and increase average gift size by presenting clear, intentional options.
The Problem
Generic donation forms with empty amount fields leave donors guessing how much to give, often resulting in lower average donations and mismatched expectations about what their gift supports.
The Solution
With HYS Preset Amounts, you pre-configure default amounts and frequencies per program so donors see clear, intentional giving options that match your sponsorship tiers and program costs.
How it works
Set defaults per program
Configure default donation amounts, frequencies (monthly, quarterly, annual), and designations for each program independently.
Pre-select the right option
Choose which amount and frequency are pre-selected when donors land on the form, guiding them toward the giving level that matches your sponsorship tier.
Donors see clarity
Donors arrive at a form with clear, pre-configured options instead of a blank amount field -- reducing friction and increasing conversion.
How this feeds Aida's work queue
Every preset amounts & defaults signal becomes an owned, reviewed action on your team's queue
In HelpYouServe, the context this captures lives on one record and rolls up into Aida's daily queue. Aida, your AI Development Director, turns it into an owned next action with a deadline, prepares the next step in your voice with citations, and your team reviews and approves before anything goes out. Aida adds development capacity, she does not replace your team.
HelpYouServe is the platform underneath: donor records, giving pages, sponsorships, communications, reporting, tasks, approvals, and audit history on one system.
Source context, owner, deadline, AI draft, your approval
Key features
Frequently asked questions
Ready to get started?
See how preset amounts & defaults can transform your organization.