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Monthly Giving Form Document Template

A recurring donation signup form for supporters who want to give monthly.

Monthly Giving Form

Purpose: This form is intended to enroll and collect information from individuals who wish to support our mission through automated monthly donations.

Donor Information

Full Name: {fullName}

Email Address: {email}

Phone Number: {phoneNumber}

Mailing Address: {streetAddress}, {city}, {state}, {postalCode}, {country}

Donation Details

Monthly Donation Amount: ${monthlyAmount}

Preferred Donation Date: {donationDate}

Start Month: {startMonth}

Payment Method

Payment Type: {paymentType}

{#isCreditCard}

  • Cardholder Name: {cardholderName}
  • Card Number (last 4 digits): {lastFourDigits}
  • Expiration Date: {cardExpiry}

{/isCreditCard}

{#isBankDraft}

  • Bank Name: {bankName}
  • Account Holder Name: {accountHolder}
  • Routing Number: {routingNumber}
  • Account Number (last 4 digits): {accountLastFour}

{/isBankDraft}

Designation (If Any)

{^hasDesignation}No specific designation requested.{/hasDesignation}

{#hasDesignation}This donation is designated to: {designation}{/hasDesignation}

Communication Preferences

Would you like to receive updates about your impact? {wantsUpdates}

Additional Notes

{additionalNotes}

Agreements

Authorization: By submitting this form, I authorize the above amount to be charged automatically from my selected payment method on a monthly basis beginning from the selected start date.

Signature: {signature}

Date: {signedDate}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Use Cases

Automate Monthly Giving Form Using Forms

collect recurring donation signups with a branded monthly giving form
embed a monthly donor signup form on nonprofit website
use a mobile-friendly monthly giving form for community events
capture donor details and payment info via secure monthly giving form
share monthly giving sign-up link in fundraising emails and social posts

Generate Monthly Giving Form Using APIs

automatically generate monthly giving form from CRM donor data
trigger monthly donation document creation from fundraising app
populate donor information into giving form via custom API integration
create pre-filled monthly giving forms from database records
build a custom donation flow using API-based form generation

Integrations / Automations

connect monthly giving form submission to Salesforce via Zapier
send new donor signups from form to Mailchimp email list
add monthly donor info from form to Google Sheets via Make
trigger Slack alert when a monthly giving form is submitted
automate donor thank-you emails after form submission with Gmail integration

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Monthly Giving Form

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A recurring donation signup form for supporters who want to give monthly.