Learn how Attain OS helps nonprofits and individuals create professional donation and pledge forms quickly using Atty AI. Replace scattered tools with one all-in-one system.
When you're running a fundraising campaign—whether for a local animal shelter, a community project, or a personal cause—the last thing you want is to wrestle with a dozen different apps to collect donations and pledges. You need a simple, professional form that asks the right questions: donor name, contact info, pledge amount, payment schedule, and maybe a dedication. But building that form often means starting from scratch in a generic tool, tweaking layouts, and worrying about missing fields.
Attain OS changes that. With its built-in Forms app and AI agent Atty, you can create a tailored Donation/Pledge Form in minutes—not hours. Atty drafts the entire form based on your project context (your campaign, your audience, your needs), and you just review, adjust, and publish. No third-party integrations, no syncing headaches—just one operating system that replaces the stack of separate tools you'd otherwise need.
A nonprofit preparing for its annual fundraising gala needs a form to capture pledges from attendees before the event. The form must include fields for pledge amount, payment method (credit card or check), and a note for the honoree. Using Attain OS, the event coordinator asks Atty to create a 'Pledge Form for Gala 2025,' and within seconds gets a draft with all the right fields. After minor tweaks, the form is ready to share via a link embedded in the invitation.
When a natural disaster strikes, a grassroots relief group needs to quickly set up a donation form to accept emergency contributions. The form should ask for donor email, phone, and a dropdown for how they heard about the effort (social media, news, word-of-mouth). Atty drafts the form from a brief description, including a checkbox for 'I want to receive updates on relief efforts.' The group reviews and publishes within an hour, replacing what would have been a messy spreadsheet.
A local arts organization wants to convert one-time donors into monthly sustainers. They need a form that offers options: one-time gift, monthly pledge, or annual pledge, with fields for billing details and a note field for special instructions. Instead of building a complex multi-step form in a separate tool, they use Attain OS to generate a clean, focused Donation/Pledge Form. Atty automatically includes a 'Pledge Frequency' select field and a 'Start Date' date picker, saving hours of manual setup.
Start by telling Atty what you need: a donation and pledge form for your campaign. Provide context—like the event name, target audience, and any specific fields you know you want (e.g., 'include a dedication field'). Atty uses this context to plan the form structure.
Within moments, Atty generates a complete form with fields such as Full Name, Email, Phone, Donation Type (One-Time / Monthly / Annual), Pledge Amount, Payment Method, Dedication, and a checkbox for newsletter opt-in. Each field is labeled and logically ordered, with help text where needed.
You review the draft in the Forms app. You can reorder fields, adjust required status, or change labels—like renaming 'Pledge Amount' to 'Contribution Amount' for your audience. No coding or design skills needed.
Once satisfied, you publish the form directly within Attain OS. A shareable link is generated (no third-party hosting). Submissions land in the Forms app and can be viewed in Customer Management or Tasks. You can track pledges and follow up—all inside Attain OS.
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
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Absolutely. Atty provides a strong first draft, but you have full control to edit fields, change labels, adjust required status, and reorder elements in the Forms app. The draft is a starting point that saves you time, not a locked template.
Attain OS captures the donor's pledge information and chosen payment method, but actual payment processing (like charging a credit card) is done outside of Attain OS. The form collects the data you need to follow up manually or via your existing payment processor—no integrations required.
Yes. The sample form includes a 'Donation Type' dropdown with options for one-time, monthly, or annual pledges. You can tailor the form to fit your campaign's needs, and Atty will include relevant fields based on your description.
All form submissions are stored within Attain OS in the Forms app. You can view them as a list, export them as a document (for offline records), or link them to a donor's profile in the People or Customer Management app—all without leaving the operating system.
