This finance template includes 11 fields. Collect charitable giving pledges with cause preferences, pledge amount, and payment schedule. Free to customize and use on ZenBuild.
Donor Full Name (text, required)
Email Address (email, required)
Phone Number (text, required)
Employer (for matching purposes) (text, optional)
Annual Pledge Amount ($) (number, required)
Pledge Period (dropdown selection, required) — options: 1 Year, 3 Years, 5 Years, Ongoing
Payment Frequency (dropdown selection, required) — options: Monthly, Quarterly, Semi-Annual, Annual, Lump Sum
Cause Areas (checkboxes, required) — options: Education, Health & Medicine, Environment, Hunger & Poverty, Arts & Culture, Animal Welfare, Disaster Relief, Other
Preferred Nonprofits (dropdown selection, optional) — options: I will specify, Let the fund allocate, Donor-Advised Fund
Anonymity Preference (dropdown selection, required) — options: Named Donor, Anonymous, Named in some contexts
Special instructions or restrictions on gift use (long text, optional)
