General template

Donation Pledge Form Template

A donor who has to email back and forth about their pledge is a donor who might not finish it. This donation pledge form takes the gift, the designation, tribute details, employer match, and recurring schedule in one pass, lets donors cover processing fees, and collects payment through Stripe the moment the pledge is made. Every gift lands tracked, receipted, and followed up.

Use this template Browse all General templates

Free plan, no credit card required. Built for service businesses, clubs, and membership organizations.

forms.docotto.com/f/your-business

Live
Step 1 of 4

Donor Information

Full Name

Email Address

Phone Number

Organization

Continue

Preview of this template's first step. Every question is editable in the builder.

What this template collects

4 steps, 18 fields. Customers only see the questions that fit their answers, and every field is editable in the builder.

Step 1: Donor Information

  • Full Name (required)
  • Email Address (required)
  • Phone Number
  • Organization

Step 2: Pledge Details

  • Pledge Amount Range (required)
  • Campaign or Cause
  • Comments or Recognition Preferences

Step 3: Consent

  • Consent (required)

Step 4: Gift details

  • Gift amount
  • Gift frequency
  • Designate my gift to
  • This gift is in honor or in memory of someone
  • Honoree name
  • Notify the honoree or the honoree's family
  • My employer matches donations
  • Employer name
  • Keep my gift anonymous
  • Add 3% to cover processing fees so the full gift goes to the mission

Built with general details in mind

The starter fields are editable, but these examples show the industry logic, pricing, and follow-up this workflow can support.

Common fields to add

  • Donor contact info
  • Pledge amount
  • One-time or recurring
  • Designation or fund
  • Tribute gift
  • Employer match
  • Payment timing
  • Public recognition preference
  • Anonymous gift status
  • Receipt email
  • Processing fee cover option

Conditional logic examples

  • If recurring is selected, show frequency and payment schedule fields.
  • If tribute gift is selected, show honoree and notification fields.
  • If employer match is selected, show employer details.
  • If anonymous is selected, hide public recognition fields.

Calculation examples

  • Pledge total
  • Recurring annualized amount
  • Processing fee cover amount
  • Payment due now

What happens after submit

A basic form builder stops here. DocOtto keeps going: every submission becomes a deal you can track from intake to signed and paid.

Lands on your board

The submission becomes a card on your pipeline the moment it arrives. Assign it, note it, and move it forward.

Customer gets a status page

Every submission gets a Living Link with your branding, so customers always know what happens next.

Contract goes out pre-filled

Create the agreement from your template, filled in with their answers, and send it for e-signature.

Deposit collected via Stripe

Request a deposit or full payment. When it lands, the card on your board moves forward on its own.

Suggested pipeline for this template

Use these stages as a starting point, then rename or reorder them to match how your team works.

  1. 1Pledge received
  2. 2Payment pending
  3. 3Receipt sent
  4. 4Follow-up scheduled
  5. 5Completed
  6. 6Recurring active
  7. 7Renewal reminder

Contract and payment triggers

  • Send pledge acknowledgement after donor confirms amount and fund.
  • Request immediate payment or first recurring payment through Stripe.

Customer status examples

Pledge receivedPayment pendingReceipt sentFollow-up scheduledGift completedRecurring active

Example workflow

recurring tribute gift

A donor pledges a monthly gift in memory of a family member and checks the employer match option. The form reveals the honoree notification and employer fields, adds the processing fee cover, and totals the payment due now. The first payment is collected through Stripe, the receipt goes out, and the pledge lands on the board as recurring active with the Living Link showing receipt sent and follow-up scheduled.

Why use DocOtto instead of a basic form builder?

Form builders collect responses and stop. DocOtto runs the whole middle: the pipeline that tracks every deal, the contract that fills itself in, the Stripe deposit that follows the signature, and the Living Link that keeps your customer in the loop. From intake to signed and paid, in one place.

Forms with contracts and paymentsCustomer intake software

Related General templates

Nonprofit Volunteer Sign-Up

Capture volunteer interests, availability, and skills for nonprofit volunteer programs.

View template

Fundraiser Registration

Capture attendee details, ticket count, sponsorship interest, and event questions for fundraising events.

View template

Sponsorship Inquiry

Capture sponsor goals, event or program fit, budget range, and contact details for sponsorship opportunities.

View template

Nonprofit Event Registration

Capture attendee details, ticket count, volunteer interest, and questions for nonprofit events.

View template

Church Event Registration

Capture attendee details, household count, and volunteer interest for church events.

View template

Frequently asked questions

Is the donation pledge form template free to use?
Yes. Start on the free plan with no credit card, pick this template, and launch it in minutes. Upgrade only when you outgrow the free limits.
Can I customize the questions?
Yes. Every field, step, color, and logo is editable in the drag-and-drop builder. Add questions, remove them, or change the math, no code needed.
What happens after someone submits?
The submission lands on your pipeline board, the customer gets a Living Link status page, and from there the contract can go out pre-filled for e-signature and the deposit can be collected through Stripe.
Can this form collect payments and signatures?
Yes. Connect Stripe to collect deposits or full payments, and add e-signatures through an ESIGN-compliant process to the same workflow.
How do customers find the form?
Share it as a link, embed it on your website, print a QR code, post it on social media, or email it straight to your customer list.
Can this donation pledge form support recurring gifts?
Yes. Conditional logic can show gift frequency, annualized amount, payment timing, and recurring follow-up status.
Can donors cover processing fees?
Yes. Add a fee cover option and calculate the payment due now before the Stripe payment step.

Launch your donation pledge form in minutes

Pick this template, add your logo and pricing, and share the link. Every submission lands on your board, ready for the contract and the deposit.

Use this template See How It Works

Build your first workflow free. No credit card required.