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Donation Form

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               Donations are the lifeline for many non-profit organization and school bodies. To support their activities GPetrium has built a simple to use donation form that helps collect information to process donations.

donation form overview

How to use

               This donation form in excel simplify the process while allowing the organization to build stronger donor relations and rapport. Below is an explanation of each segment of the donation form. In this file, changes can be made to better suit one’s personal needs.

Upper Segment

donation form upper section
  • Type – Check-box providing ongoing or a one-time donation. Some organizations may benefit from determining the cycle of ongoing donations, for example (E.g. every month, every quarter).
  • Value – The value in local currency that is to be donated.
    • Other – Donation of goods, services or something else in place of money.
  • First Name – Provides space for the first and middle name used by donor. It should be the same as the cardholder’s name to ensure the donation doesn’t bounce back.
  • Last Name – Surname of the person doing the donation.
  • Address – Street address usually in the form of [### Street name].
  • Company – An optional item for those wanting to associate their donation to an organization. There are cases where an organization will partially match a contribution.
  • Email – Digital contact information to help facilitate newsletter provision and organizational relations.
  • Phone – Telephone or cellphone number used to contact someone.
  • ZIP – Unique set of numbers and letters associated with the user’s address.

Middle Segment

donation form middle section
  • This contribution will be made in – Provides a list of option for the contributor to choose from. Some organizations may need to remove or add options based on their availability.
  • Cardhold Number – A serial number used in Credit and Debit cards usually in the form of [#### ##### #####]
  • Expiry date & CVC – Extra security details used in credit and debit cards.
  • Signature & Date – An additional layer of security used by the organization to limit risks of fraud.
  • I would like to – A series of items that can help build and enhance the relationship with donors. In this case, emphasis is given to contributor privacy, the organization’s marketing effort and relationship building.

Lower Segment

donation form bottom section
  • Notes – Any further commentary that the donor would like to add to the form.
  • Your donations will go to – An area used by the organization to re-emphasize the causes it aims to tackle, solve or alleviate. This serves as a way to reinforce the organization’s commitment to the cause in the eyes of the contributor while allowing the donor to feel more engaged with the cause.
  • [Organization Name | Address | Address 2 | email | website | donation ID] – Set of information about the organization to help the donor reach out if any questions arise. The donation id can be used to manage donations and should be seen as a unique identifier.

Donation Form Sample

              To help organizations and users visualize how the donation form can be used, please refer to the image below.

donation form sample

In this case, anything underneath ‘Your Donations Will Go To:’ has been filled by the organization, while the remaining is filled out by the person donating.

Print

               For those interested in printing a copy of the donation form, all that is needed is to press CTRL+P or go to File -> Print.

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