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Fundraising Pledge Form

Record a pledge with the amount, the schedule, the gift aid declaration, and whether the donor wants to be named publicly.

Fundraising Pledge Form

Record a pledge with the amount, the schedule, the gift aid declaration, and whether the donor wants to be named publicly.

Home address*

Needed if you are claiming gift aid.

Home address

Your pledge

Recognition

Gift aid

Sign above

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Use this template

Opens in the builder. Nothing is saved until you edit it.

Fields
15 questions
Theme
Rose, switchable in the preview
Updated
11 August 2026

Categories

  • Nonprofit
  • Nonprofit Forms
  • Donation Forms
  • Pledge Forms

Ideal for

  • Charities
  • Fundraisers
  • Schools
  • Community groups

Best used in

  • Appeals
  • Regular giving
  • Capital campaigns

About this template

A pledge is worth recording properly because it is a commitment rather than a completed transaction. Amount and frequency are separate fields so a monthly pledge is never mistaken for a single gift, which is the most common error in fundraising records.

The recognition question has three distinct answers, and the middle one matters most. Plenty of donors are happy to be counted publicly but not named, and treating anonymous and no acknowledgement as the same thing loses supporters who wanted to be thanked quietly.

The gift aid declaration is why the address field is required, and the help text explains that rather than leaving people wondering. Asking about employer matching costs one field and occasionally doubles the gift, which is the best return on a question in this form.

Templates are a starting point, not legal or professional advice. Where a form carries consent, medical, or contractual wording, have somebody qualified review it against the rules that apply to you before you publish.

Fields in this template

  • Full name*Short text
  • Email address*Email
  • Phone numberPhone
  • Home address*Address
  • Amount you would like to pledge*Number
  • How would you like to give?*Single choice
  • When should it start?Date
  • Where would you like it to go?Dropdown
  • If a specific appeal, which one?Short text
  • How would you like to be acknowledged?*Single choice
  • Is this gift in memory or in honour of someone?Short text
  • Gift aid declarationMultiple choice
  • Does your employer match donations?Single choice
  • Staying in touchMultiple choice
  • Signature*Signature

Every field can be renamed, reordered, made optional, or removed once the template is open in the builder.

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