10

Questions, all editable

2

Logic rules pre-built

∞

Pledges on the free plan

$0

To clone, publish and collect

What's inside

Ten screens, one question at a time

A donor sees one question, answers it and moves on, with full-width targets on a phone. Here is question 1, where the gift is decided.

1 →

How much would you like to give?

$50 covers a week of groceries for one family.

A $25
B $50
C $100
D Another amount
Next →

Your logo, colors and font on every screen. See how conversational forms behave on a phone.

The full question list

  1. How much would you like to give?

    Single Choice
  2. What amount would you like to give?

    Number Shown by logic
  3. Would you like to make this a monthly gift?

    Yes/No
  4. What's your name?

    Full Name
  5. Where should we send your thank-you?

    Email
  6. Is this gift in honor or in memory of someone?

    Yes/No
  7. What should the dedication say?

    Long Text Shown by logic
  8. Would you like a tax receipt from us for this gift?

    Yes/No
  9. Can we send you updates on what your gift made possible?

    Yes/No
  10. Thank you. One last step: complete your gift.

    Thank You

Questions 2 and 7 stay hidden until logic calls them, so most donors see eight screens. Delete any question, add another question type or drag the order around.

Before you publish

How to write a donation form people finish

A donation form sits between deciding to give and the gift arriving. Ask only what you will use, in the order a donor already thinks in.

Ask for the amount first

The amount is the one answer a donor arrives with. Opening with name fields puts paperwork in front of the decision; opening with the amount makes the first tap a small commitment. More on question order in our form design best practices.

Choose preset amounts that mean something

Three presets and an open option is the right shape. Put the amount you most want in the middle and tie it to something concrete in the help text: “$50 covers a week of groceries for one family” beats any adjective. Match the presets on your payment page, because the donor sees them twice.

Ask about monthly giving plainly

Plenty of donation pages arrive with monthly already ticked. Upform's Yes/No starts with nothing chosen, so the donor makes the call, and the answer gives you a list of people who meant to give monthly, to check against the recurring gifts in your processor.

Keep donor details to two questions

A name and an email are enough to thank someone and match the pledge to the payment; the email is checked when the donor presses Next. Skip phone and postal address unless you will use them soon, and watch your completion rate after adding any field.

Receipts and Gift Aid

Question 8 asks whether donors want a formal receipt from you, separate from the processor's payment email. In the US, a donor needs your written acknowledgment to deduct any single gift of $250 or more, so send one for those gifts whatever the answer. UK charities can reword it as a Gift Aid declaration in HMRC's model wording, with an Address question shown only on a Yes, since a declaration needs a home address.

Ask for consent on its own screen

Question 9 is a separate Yes/No with nothing pre-selected. Under the GDPR a pre-ticked box is not consent, and neither is a newsletter bundled into the gift. Say in the help text what you will send and how often. More in our guide to GDPR compliant forms.

Then check pledges against gifts Once a week, compare the CSV export with your processor's report by email address. A pledge with no matching payment after a few days deserves one short, warm email with the link.

Getting the gift paid

How the pledge becomes a payment

Upform takes no payments and processes no cards. The form records the pledge; the money moves through the donation page you already have.

Thank you. One last step: complete your gift.

Your pledge is saved. Complete your gift on our secure donation page, which opens in a new tab.

Complete my gift →
Powered by Upform

The pledge is saved as this screen appears. The button opens your donation page in a new tab.

  1. Point the Thank You button at your donation page

    In the Thank You settings, set the redirect link to your Donorbox form, PayPal donate page or Stripe Payment Link, and relabel the button. It is one link per form and carries no answers, so the donor enters the amount again there.

  2. Split one-time and monthly if your processor does

    If your processor needs a separate page for recurring gifts, clone the form, delete question 3 from each copy and point each Thank You button at its own page. Then link the two forms from your site as Give once and Give monthly.

  3. Take bank transfers without a card page

    Point the button back to your website and put your bank details in the Thank You text. Ask donors to use their email as the payment reference so each transfer matches its pledge.

Running volunteer signups and grant applications as well? See how Upform works for nonprofits.

Already wired in

The logic that ships with the template

Two rules ship switched on, in the same Logic panel every form uses: AND/OR conditions, 20 operators and four actions (show, hide, jump and end form).

Rule 1: “Another amount” opens a number field

Question 1 offers $25, $50, $100 and Another amount. Pick the last one and question 2 appears, a Number field for the figure the donor has in mind. Everyone else goes straight to question 3.

If “Gift amount” is exactly Another amountThen show “What amount would you like to give?”

Rule 2: a dedication box only when there is one

Question 6 asks whether the gift is in honor or in memory of someone. A Yes shows question 7, a Long Text for the dedication message. A No moves the donor on without an empty box.

If “Dedication” is exactly YesThen show “What should the dedication say?”

Add your own on top: a greater than rule on the open amount can show a thank-you Statement to major donors. Every operator is on the conditional logic page.

After the submit

Where the pledges land

Every pledge lands in your responses table with search, date filters, CSV export and a drawer holding each answer, and Contacts counts each donor's submissions so repeat givers stand out.

A note on consent: the Mailchimp and Klaviyo connections add everyone who submits to the list you pick, whatever they answered at question 9. Mailchimp's double opt-in switch means nobody is subscribed until they confirm by email, but a donor who said No still gets that email. To keep only the Yes answers, route responses through n8n or a webhook and filter first. Each uses your own account; the full list is on the integrations page.

Frequently asked questions

Is this donation form template free?

Yes, and it stays free. Cloning the template, publishing it and collecting pledges all sit on the Upform free plan, which caps neither forms nor responses. Your published form carries a small Upform mark; Pro is $12 a month and removes it, lifts the 100 MB storage limit and adds up to five team members.

Can Upform take donation payments?

No. Upform has no payment field and never handles a card or a bank account. The form records the pledge, then the button on the Thank You screen opens the donation page you already use, such as a Donorbox form, a PayPal donate page or a Stripe Payment Link, in a new tab.

Does the amount a donor picks carry over to my payment page?

No. The Thank You button opens one fixed link per form and passes no answers along, so the donor enters the amount again. Use the same preset amounts on both pages and the second step reads as a confirmation.

How do I offer monthly giving on a donation form?

Question 3 asks whether the gift should repeat each month, and the answer sits on every response. The recurring payment itself is set up on your processor's page. If it needs separate pages for one-time and monthly gifts, clone the form once for each, point each Thank You button at its own page and link both forms from your site.

Can donors dedicate a gift in honor or in memory of someone?

Yes. Question 6 asks whether the gift is a dedication, and a logic rule shows a Long Text for the message only to donors who answer Yes. The message lands on the response, ready for your acknowledgment card or honor roll.

Will donors who say no to updates still be added to Mailchimp or Klaviyo?

Yes, if you connect them directly. Both connections send everyone who submits the form to one list, whatever they answer at question 9. To add only the donors who said Yes, route responses through n8n or a webhook and filter on that answer, or filter the CSV export and import the result.

Get started

Take your first pledge this afternoon

Clone the donation form template, set your amounts, point the last screen at your donation page and publish the link. About ten minutes.

No credit card. Unlimited forms and unlimited pledges on the free plan.