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Donation pledge form template

Record a promise to give over time.

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How to make a donation pledge form

  1. 1

    Check the questions: rename, add or delete any field, or change how it’s answered.

  2. 2

    Add your organisation’s name, a contact line and your logo if you like.

  3. 3

    Choose fillable PDF, printable PDF, Word or HTML, and the paper size.

  4. 4

    Download the donation pledge form and share it, print it or add it to your website.

About this donation pledge form

A pledge is a promise to donate an amount over time, common for building funds, capital campaigns, annual appeals and sponsorships. The pledge form records the total, how it will be paid (all at once or in instalments), the schedule, the purpose and how the donor wants to be recognised.

Record each payment against the pledge as it arrives and issue receipts with the receipt generator.

What’s on the donation pledge form

The template has 5 sections and 14 questions. Every one can be renamed, moved or deleted.

  • Donor: Name; Phone; Email; Address
  • My pledge: Total pledge; Campaign or purpose; Payment (choose one: In full now, Monthly, Quarterly, Yearly); First payment date; Number of instalments; Amount per instalment
  • Recognition: List my name as; Agreement: “Please keep my gift anonymous.”
  • Signature: Signature with date
  • Payments received (office): Payments table (Date, Amount, Receipt no., Balance)

Tips

  • Send reminders before each instalment is due.
  • Thank donors when they pledge, not only when they finish paying.
  • Report progress on the campaign to keep pledgers engaged.

Four ways to save it

A fillable PDF has typing boxes, tick boxes and choices built in. A printable PDF gives clean boxes and writing lines for pen and paper. The Word file can be edited further, and the HTML code adds the same questions to a website. Browse more form templates, or design a completely different layout in the custom form builder.

Frequently asked questions

Is a pledge legally binding?

Usually it’s treated as a statement of intent, not a contract, though rules vary. Most organisations don’t pursue unpaid pledges.

How long can a pledge last?

Campaign pledges are often paid over one to five years. Choose a schedule in the form.

Can I add my logo to the donation pledge form?

Yes. Add your organisation’s name, a contact line and a logo in “Form details”. The logo is placed into the file on your device and is never uploaded.

Can I put the donation pledge form on my website?

Yes. Choose “HTML” to copy ready-made form code with labels and a simple style. Set the form’s action to the address that should receive submissions, such as your own form handler.

Can people fill in this donation pledge form on a phone?

Yes. Choose “Fillable PDF” and send the file. It opens in the Files or Drive app on Android, Files on iPhone, and any browser on a computer, where people can type their answers and save the result.

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