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Donor registration and pledge form
Many small associations get offers of help in passing, at an event or in a message, and lose track of them before anyone follows up. This form records each pledge in one place: who the donor is, whether they give privately or for a company, what they'd like to give, roughly how much and for which cause, and whether you may name them as a supporter. It takes no money. A note on the form says that you'll reply with your official ways to give, so donations always reach the account your board controls.
Opens as an editable form in your dashboard. If you're not signed in yet, you'll sign in or create an account first.
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What's in this template
Every field can be renamed, reordered, made optional or removed in the form builder.
- Full nameShort answer · Required
- EmailEmail · Optional
- Phone numberPhone · Optional
- You are giving asSingle choice · Required
- Company or organisation name (optional)Short answer · Optional
- What would you like to pledge?Single choice · Required
- Amount you plan to give (optional)Number · Optional
- Is it for a particular project or cause? (optional)Short answer · Optional
- May we name you as a supporter?Single choice · Required
- Would you like updates on our work by email?Single choice · Optional
- ConsentCheckbox · Required
How to use this template
Open it in your dashboardSelect “Use this template”. If you don't have an account yet, sign up first; the form opens right after.
Make it yoursChange the questions, options, colours and the thank-you message in the form builder, then save.
Share it and get submissionsShare the form's link or link to it from your website. Each submission is emailed to you and saved in your dashboard.
Tips for this form
- Reply to every pledge personally with your bank details or your existing donation page, and thank the donor in the same message.
- List your current projects in the description, so donors can name one in the cause field.
- Keep the supporter question: some donors are glad to be named, others give only if they can stay anonymous.
- Only add donors to your newsletter if they answered yes to updates.
Questions about this template
Why can't donors pay through the form?
Because the form only records the pledge. Payment goes through the channels your organisation already uses and checks, such as its bank account, so every donation is booked and receipted in the usual way.
Can I issue donation receipts with Zotview?
No. The form collects the donor's details, which you need for a receipt, but issuing receipts stays with your usual accounting.
What if someone wants to give goods instead of money?
They can choose "Goods or materials" and describe it in the cause field. You then agree how and when to hand it over.
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Start with this form, change anything later
The template opens in the form builder, where you can edit every question and choose who receives the submissions.