Fundraising · free template

Corporate Partnership Enquiry Form

Qualify a company approaching your charity by budget, timescale and the kind of partnership they want.

A ready-to-use fundraising & alumni form for small teams who need a reliable intake process: 17 questions, 4 pages, 4 conditional rules.

Questions
17
Pages
4
Layouts
classic
Conditional rules
4
Typical time
7 min
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This is the real form. Answer it to test the 4 conditional rules — nothing is sent or stored.

Page 1 of 4Company

Corporate partnership enquiry

Every question on this page is currently visible.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Corporate Partnership Enquiry Form is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.

  • Small teams who need a reliable intake process working in fundraising & alumni.
  • Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
  • Anyone replacing chasing missing details over email with one structured record per enquiry.
  • Respondents are the people you send it to — the form asks them 17 questions across 4 screens.

Why this form is useful

It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.

  • 8 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 allows multiple selections without free text.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 4 pages keeps each screen short and shows respondents how much is left.

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 Corporate Partnership Enquiry Form 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 — 4 conditional rules ship with it.

  • Features advanced show logic: if “What kind of partnership are you exploring?” is Employee fundraising, the form dynamically exposes “How many employees would take part?”. Otherwise that question never appears.
  • Features advanced show logic: if “What kind of partnership are you exploring?” is Pro bono or skilled support, the form dynamically exposes “What skills or services could you offer?”. Otherwise that question never appears.
  • Features advanced show logic: if “What kind of partnership are you exploring?” is Charity of the year, the form dynamically exposes “When is the decision made?”. Otherwise that question never appears.
  • Features advanced show logic: if “Does your company match employee fundraising?” is Yes, the form dynamically exposes “Matching limit per employee (£)”. Otherwise that question never appears.
  • All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

Corporate enquiries arrive in wildly different sizes and the cost of treating them identically is a development team spending its best hours on the smallest opportunities. This form sorts them at the front door. The company states what kind of partnership they are exploring — charity of the year, sponsorship, employee fundraising, payroll giving, pro bono support or a gift in kind — and each answer opens the follow-up that actually qualifies it: an employee fundraising enquiry asks the headcount and whether the company matches what staff raise, a pro bono offer asks what skills and how many days, and a charity of the year enquiry asks when the vote or decision happens. An indicative budget band is asked for without apology, framed as a way to send back a realistic proposal rather than a fishing expedition. The sector question exists for ethical screening and is deliberately a list rather than free text so it can be checked against your gift acceptance policy automatically. Decision timescale closes the form, because knowing a company decides in November tells you exactly when to be in front of them.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — Company

  • Company namerequired
  • Sectorrequired
  • Company website
  • Approximate number of employees

Page 2 — Contact

  • Your namerequired
  • Job titlerequired
  • Work email addressrequired
  • Direct phone number

Page 3 — The partnership

  • What kind of partnership are you exploring?required
  • How many employees would take part?
  • What skills or services could you offer?
  • When is the decision made?
  • Does your company match employee fundraising?required
  • Matching limit per employee (£)
  • Indicative budgetrequired

Page 4 — Anything else

  • What would a successful partnership look like for you?
  • How did you hear about us?

17 questions in total.

How the form changes as it's filled in

This template ships with 4 conditional rules, grouped into 4 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “What kind of partnership are you exploring?

  • Reveals questions

    If “What kind of partnership are you exploring?” is Employee fundraising, the form reveals “How many employees would take part?”.

  • Reveals questions

    If “What kind of partnership are you exploring?” is Pro bono or skilled support, the form reveals “What skills or services could you offer?”.

  • Reveals questions

    If “What kind of partnership are you exploring?” is Charity of the year, the form reveals “When is the decision made?”.

Driven by “Does your company match employee fundraising?

  • Reveals questions

    If “Does your company match employee fundraising?” is Yes, the form reveals “Matching limit per employee (£)”.

Set it up step by step

  1. 1

    Set your bands

    Adjust the indicative budget bands to the levels your team can realistically service.

  2. 2

    List real sectors

    Match the sector list to the categories named in your gift acceptance policy.

  3. 3

    Route by size

    Send larger bands straight to your partnerships lead and smaller ones to a standard response.

  4. 4

    Screen before meeting

    Run the ethical check on the sector answer before any meeting is offered.

  5. 5

    Answer fast

    Five working days is the standard corporate teams expect; anything slower loses the opportunity.

Mistakes to avoid

  • Treating every corporate enquiry as equal and giving the same meeting to a £500 raffle prize and a £50,000 partnership.
  • Not asking about the company's own sector, which is how charities end up in ethically awkward partnerships.
  • Missing the decision timescale, so a proposal arrives after the company's budget round has closed.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Score each enquiry against your partnership criteria, run an ethical screening on the sector answer, and reply within five working days with either a meeting or a clear no.

Works in this layout

These pages cover the same subject ground as the corporate partnership enquiry form, matched on the words people actually search for.

Frequently asked questions

Should we really ask about budget?

Yes. A band, not an exact figure, lets you send a proposal that fits rather than one that has to be rewritten.

How does the ethical screening work?

The sector answer is a fixed list, so enquiries can be matched automatically against your gift acceptance policy.

Can companies offer non-cash support?

Yes — pro bono and gift-in-kind options open their own questions about skills, days or goods.

What about employee matching?

The form asks whether the company matches staff fundraising and captures the per-employee limit.

Is the Corporate Partnership Enquiry Form template free to use?

Yes. You can preview and test Corporate Partnership Enquiry Form 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 Corporate Partnership Enquiry Form template ask for?

It asks 17 questions across 4 pages, 8 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 Corporate Partnership Enquiry Form form after copying it?

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

How does the conditional logic in this fundraising & alumni form work?

4 conditional rules ship with the template: Features advanced show logic: if “What kind of partnership are you exploring?” is Employee fundraising, the form dynamically exposes “How many employees would take part?”. Otherwise that question never appears. Features advanced show logic: if “What kind of partnership are you exploring?” is Pro bono or skilled support, the form dynamically exposes “What skills or services could you offer?”. Otherwise that question never appears. Features advanced show logic: if “What kind of partnership are you exploring?” is Charity of the year, the form dynamically exposes “When is the decision made?”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Corporate Partnership Enquiry Form 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 Corporate Partnership Enquiry Form 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.

More forms teams pair with the corporate partnership enquiry form.

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