Non-Profit & Community · community shared

Donation Receipt Request — shared by the community

Clara D. shared this 10-question build with 2 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use non-profit & community form for charities, foundations and community groups: 10 questions, 1 page, 2 conditional rules.

Shared by
Clara D. · Non-profit programme lead
Questions
10
Replies
26
Copies taken
495
See the library version

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Live preview and test console

This is the real form. Answer it to test the 1 conditional rule — nothing is sent or stored.

Donation receipt request

Include your country code.

What type of donation was this?
Is this receipt for a workplace matching program?

This form does not provide financial, tax or legal advice. Any figures shown are indicative only and are not an offer of credit or a guarantee of terms. Please seek advice from a regulated adviser before making a decision.

1 question is hidden by conditional logic right now — change an answer above to reveal it.

Works for you? Take Clara D.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Donation Receipt Request is built for charities, foundations and community groups who need to sign people up and record consent and eligibility.

  • Charities, foundations and community groups working in non-profit & community.
  • Teams who need to sign people up and record consent and eligibility without writing code or paying for a custom build.
  • Anyone replacing volunteer and donor records living in spreadsheets with one structured record per enquiry.
  • Respondents are donors, volunteers and beneficiaries — the form asks them 10 questions across 1 screen.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of volunteer and donor records living in spreadsheets and turns each submission into a record your team can act on immediately.

  • 4 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It captures a phone number for urgent follow-up.
  • It pins the request to a specific date.
  • It captures a full postal address.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 2 questions until they are relevant — shorter forms convert better than long ones.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Donation Receipt Request lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 2 conditional rules ship with it.

  • Features advanced show logic: if “What type of donation was this?” is In-kind (goods or services), the form dynamically exposes “Description of the item or service donated”. Otherwise that question never appears.
  • Features conditional validation: if “Is this receipt for a workplace matching program?” is Yes, “Matching program or employer name” becomes mandatory before the form can be sent.
  • All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Request a receipt

  • Donor name as it appeared on the giftrequired
  • Email addressrequired
  • Phone number
  • Approximate date of the donationrequired
  • What type of donation was this?required
  • Approximate amount donated
  • Description of the item or service donated
  • Is this receipt for a workplace matching program?
  • Matching program or employer name
  • Mailing address for the receipt

Conditional logic in this build

  • When “What type of donation was this?” is In-kind (goods or services), show “Description of the item or service donated”.
  • When “Is this receipt for a workplace matching program?” is Yes, require “Matching program or employer name”.

Questions about this shared form

Can this form confirm my donation is tax-deductible?

No — it only routes your request to someone who can look up the record. Deductibility questions should go to your own tax advisor.

What if I don't remember the exact amount?

Give your best estimate and the approximate date; the organization's bookkeeper will confirm the exact figure from their records.

How is this different from the Fundraiser Order Form?

The Fundraiser Order Form is for placing a new order during an active campaign; this form is for requesting paperwork on a gift that's already been made.

Can I request a receipt for an in-kind donation?

Yes, select the in-kind option and describe the item — the wording on an in-kind receipt typically differs from a cash receipt.

Is the Donation Receipt Request template free to use?

Yes. You can preview and test Donation Receipt Request on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Donation Receipt Request template ask for?

It asks 10 questions across 1 page, 4 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Donation Receipt Request form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this non-profit & community form work?

2 conditional rules ship with the template: Features advanced show logic: if “What type of donation was this?” is In-kind (goods or services), the form dynamically exposes “Description of the item or service donated”. Otherwise that question never appears. Features conditional validation: if “Is this receipt for a workplace matching program?” is Yes, “Matching program or employer name” becomes mandatory before the form can be sent. All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other. All rules are editable in the Logic tab.

Where do responses to the Donation Receipt Request form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Donation Receipt Request form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

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