HelloForms
Fundraising · free template

In Memory Donation Form

Handle tribute gifts sensitively, recording who is being remembered and whether the family should be told.

A ready-to-use fundraising & alumni form for small teams who need a reliable intake process: 15 questions, 3 pages, 4 conditional rules.

Questions
15
Pages
3
Layouts
classic · card
Conditional rules
4
Typical time
5 min
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Live preview and test console

This is the real form. Answer it to test the 3 conditional rules — nothing is sent or stored.

Page 1 of 3 — In memory of

Give in memory

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

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

In Memory Donation 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 15 questions across 3 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

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.

  • 9 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 full postal address.
  • 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 3 pages keeps each screen short and shows respondents how much is left.
  • 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 In Memory Donation 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 “May we let the family know about your gift?” is Yes, the form dynamically exposes “Message for the family”. Otherwise that question never appears.
  • Features advanced show logic: if “May we let the family know about your gift?” is Yes, the form dynamically exposes “Family contact details, if you have them”. Otherwise that question never appears.
  • Features advanced show logic: if “Is this part of a funeral collection?” is Yes, the form dynamically exposes “Funeral director or collection reference”. Otherwise that question never appears.
  • Features conditional validation: if “Do you pay UK tax on your income or gains?” is Yes, “Home address” becomes mandatory before the form can be sent.
  • All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

Tribute giving needs a different tone and a different set of questions from an ordinary appeal. This form starts with the person being remembered rather than the amount: their name as the family would want it written, the connection the donor had to them, and whether the gift is part of a funeral collection or given separately. It then asks the question that matters most operationally — may we tell the family about this gift, and if so, may we include the amount? Answering yes opens a space for a short message to pass on and a field for the family's contact if the donor has it; answering no keeps the gift private and suppresses it from any tribute listing. Gift Aid is offered because the tax position is the same as any other donation, but it sits after the personal questions rather than in front of them. The final page handles contact preferences with an explicit option to receive nothing further, which is the right default for many people giving at a funeral and the single kindest thing a charity can put on this page.

What this form asks

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

Page 1 — In memory of

  • Name of the person you are rememberingrequired
  • Their name as it should appear in writing
  • Your connection to themrequired
  • Is this part of a funeral collection?required
  • Funeral director or collection reference

Page 2 — Your gift

  • Gift amount (£)required
  • Where should the gift go?required
  • May we let the family know about your gift?required
  • Message for the family
  • Family contact details, if you have them

Page 3 — Your details

  • Your namerequired
  • Your email addressrequired
  • Do you pay UK tax on your income or gains?required
  • Home address
  • How may we keep in touch?

15 questions in total.

How the form changes as it's filled in

This template ships with 4 conditional rules, grouped into 3 behaviours driven by 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “May we let the family know about your gift?”

  • Reveals questions

    If “May we let the family know about your gift?” is Yes, the form reveals “Message for the family” and “Family contact details, if you have them”.

Driven by “Is this part of a funeral collection?”

  • Reveals questions

    If “Is this part of a funeral collection?” is Yes, the form reveals “Funeral director or collection reference”.

Driven by “Do you pay UK tax on your income or gains?”

  • Makes answers required

    If “Do you pay UK tax on your income or gains?” is Yes, “Home address” becomes required before the form can be submitted.

Set it up step by step

  1. 1

    Soften the opening

    Replace the intro text with your own words of condolence — this page is read by someone who has just lost a person.

  2. 2

    Name the fund

    If you run named tribute funds, list them in the dropdown so gifts land in the right place.

  3. 3

    Set suppression

    Tag every submission so tribute donors are excluded from appeal mailings for a set period.

  4. 4

    Batch the thanks

    Send the family one acknowledgement listing all gifts, not one message per donation.

  5. 5

    Check the spelling

    Use the name-as-written field verbatim in any published tribute list.

Mistakes to avoid

  • Sending a standard donation receipt with campaign marketing attached to a grieving donor.
  • Telling the family about a gift without checking whether the donor wanted it shared.
  • Not asking how the person's name should be spelled or presented in a tribute list.

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

Group gifts by the person remembered, send the family a single acknowledgement rather than one per gift, and suppress appeal mailings to tribute donors for at least three months.

Works in both layouts

Browse classic templatesBrowse card templates

Forms that overlap this one

These pages cover the same subject ground as the in memory donation form, matched on the words people actually search for.

Frequently asked questions

Will the family see who gave?

Only if the donor agrees. The form asks separately about sharing the gift and sharing the amount.

Can we use this for funeral collections?

Yes — donors can flag a gift as part of a collection and give the funeral director's reference so it reconciles.

Is Gift Aid still available?

Yes, tribute gifts qualify like any other donation, and the declaration appears when the donor confirms they pay UK tax.

Can donors give without being contacted again?

Yes. The contact page includes a clear option to receive nothing further.

Is the In Memory Donation Form template free to use?

Yes. You can preview and test In Memory Donation 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 In Memory Donation Form template ask for?

It asks 15 questions across 3 pages, 9 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 In Memory Donation Form 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 fundraising & alumni form work?

4 conditional rules ship with the template: Features advanced show logic: if “May we let the family know about your gift?” is Yes, the form dynamically exposes “Message for the family”. Otherwise that question never appears. Features advanced show logic: if “May we let the family know about your gift?” is Yes, the form dynamically exposes “Family contact details, if you have them”. Otherwise that question never appears. Features advanced show logic: if “Is this part of a funeral collection?” is Yes, the form dynamically exposes “Funeral director or collection reference”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the In Memory Donation 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 In Memory Donation 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.

Related templates

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Related categories

All Fundraising & Alumni templates