One-time gift
A single gift the donor will make in full by a date your team agrees.
- Remove: Number of installments
Finance & AccountingForms
Donation pledge form: record the commitment, collect the gift separately
A donation pledge form records a donor's commitment to give a set amount, often on a schedule, and the fund or program it supports. A pledge is a promise to give, not money received, so the form should never collect card or bank numbers. How your organization records pledges and what tax wording it provides are questions for your accountant and counsel.
What people search
Donation pledge form: 110 average monthly searches.Google Ads Keyword Planner · 2026-10-09 · United States
Field blueprint
Fields that record the commitment
| Field | Type | Required | Why you ask it |
|---|---|---|---|
About you | Section header | Starts the section that identifies the donor. | |
Donor name | Short text | Required | The name on your donor record and on the acknowledgement you send. |
Donor email | Required | Where the acknowledgement and the pledge summary go. | |
Donor phone | Phone | Optional | For questions about the schedule. Ask for it only if the donor wants a call. |
About the pledge | Section header | Starts the section that records the commitment itself. | |
Pledge amountEnter the total you intend to give, in US dollars. | Number | Required | The total commitment, not the amount of any single installment. |
ScheduleOne-time giftMonthlyQuarterlyOnce a yearOther, explained in notes | Single choice | Required | Shows how the pledge will be fulfilled. Your team sets up the plan itself, outside this form. |
Number of installmentsLeave blank for a one-time gift. | Number | Optional | Tells your team how many installments the pledge covers, for its own tracking. |
Fund or program supportedName the program, or leave blank for general support. | Short text | Optional | Records the purpose, so the gift is booked against the right fund. |
Recognition preferenceList my name publiclyKeep my name privateAnonymous | Single choice | Required | Sets how you may acknowledge the donor. Do not publish a name the donor has not chosen to share. |
Pledge date | Date | Required | The date the commitment was made, for your donor records. |
NotesDo not include card numbers, bank details or Social Security numbers. | Long text | Optional | Holds context such as a matching condition or a preferred contact time, without any sensitive number. |
Understanding of the pledgeI understand this is a pledge, and the gift is made separatelyI need to talk to someone first | Single choice | Required | Makes clear the form records a promise. Have counsel write and review the wording before you use it. |
At a glance
11Fields
7Required fields
4Estimated time (minutes)
Estimate based on question types; actual completion time varies.
Choose a variant
Three pledges, three sets of fields
Multi-year pledge
A commitment spread over several years, with a set number of installments.
- Add: Year of the first installment
- Add: Counsel-reviewed wording for the schedule
Sponsorship with benefits
A donor who receives tickets, recognition or other benefits in return.
- Add: Benefits the donor will receive
- Add: Question for your accountant about the acknowledgement
- Remove: Anonymous recognition, if the benefit needs a public listing
Try it
Try the form
Questions to leave out
Details a pledge form should not collect
Please enter your credit card number and expiry date.
Attain OS does not take donations or payments, and a pledge form should not hold card details. Use a gift method your organization sets up separately, with its own security.
Can we charge your card every month without asking again?
Recurring charges need authorization wording that counsel and your bank have approved, and a form checkbox is not that wording. Set up the schedule through your secure gift process.
What is your employer's name, so we can send a matching-gift request?
Matching gifts are a separate request your organization handles with the donor's employer. A pledge should record the donor's own commitment, not start a request to someone else.
Is this gift tax deductible?
Deductibility depends on the donor's situation and your organization's status. Have your accountant or counsel write any tax wording, and do not promise a deduction on the form.
After a response arrives
After a pledge comes in
Pledges wait for the hourly run
Each pledge is saved, then processed in the hourly production run. The form's creator is the only person notified, so the gift team should not expect a same-day follow-up from the form.
Send gift instructions through your own process
Give the donor instructions for the gift through your own donor process. Keep card and bank details out of every message that the pledge record produces.
Track the pledge against its schedule
Record each installment when it arrives in your accounting system, not in the form. The form is the record of the promise, and your books record the money.
Export the list for donor records
Export the submissions as a CSV for your donor records, and check that the notes column holds no sensitive number before the file is shared.
Frequently asked questions
What is a donation pledge form?
It records a donor's commitment to give a set amount, often over several months or years. It does not move money. Your team collects each gift through a process it sets up separately, and records each one when it arrives.
Is a pledge the same as a donation?
No. A pledge is a promise to give, not money received yet. How your organization records it, and when, depends on its accounting rules, so ask your accountant how pledges should appear in your books.
Do I need a donation pledge form template?
A template gives you the core fields: the donor, the amount, the schedule and the recognition choice. Add your organization's own wording for receipts and tax, and have counsel review it. Keep card and bank numbers out of the form.
Can donors give through the form itself?
No. Attain OS does not take donations or payments through a form. Set up your gift method through your own process, and send the donor the instructions after the pledge is recorded.
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