HelloForms
Fundraising · free template

Legacy Gift Pledge Form

Record an intention to leave a gift in a will without asking for anything legally binding.

A ready-to-use fundraising & alumni form for small teams who need a reliable intake process: 14 questions, 3 pages, 4 conditional rules.

Questions
14
Pages
3
Layouts
classic
Conditional rules
4
Typical time
6 min
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Live preview and test console

This is the real form. Answer it to test the 4 conditional rules — nothing is sent or stored.

Page 1 of 3 — Your intention

A gift in your will

3 questions are hidden by conditional logic right now — change an answer above to reveal them.

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

Legacy Gift Pledge 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 14 questions across 3 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.

  • 5 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 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.

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 Legacy Gift Pledge 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 “Where are you in your plans?” is I have already included you in my will, the form dynamically exposes “What type of gift is it?”. Otherwise that question never appears.
  • Features advanced show logic: if “Where are you in your plans?” is I am considering it, the form dynamically exposes “What would help you decide?”. Otherwise that question never appears.
  • Features advanced show logic: if “What type of gift is it?” is A fixed sum, the form dynamically exposes “Approximate amount, if you wish to say (£)”. Otherwise that question never appears.
  • Features advanced show logic: if “May we recognise your intention publicly?” is Yes, the form dynamically exposes “How should we recognise you?”. 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

Legacy fundraising is the only kind where the supporter can change their mind at any point and you would never know, so the form has to be warm rather than binding. Everything on this one is framed as an intention. The supporter says whether they have already included the charity in their will or are considering it, and each answer opens a different path: an existing gift asks the type — residue, a percentage, a fixed sum or a specific item — and whether the charity's registered name and number were used, which is the single most common cause of a legacy being contested. A gift under consideration instead opens a short question about what would help them decide and whether they would like the free will-writing information. Nothing on the form asks for the amount unless the supporter volunteers a fixed sum, and the wording says so explicitly. The supporter chooses whether the intention may be recognised publicly or in a legacy circle, and whether their family knows, which lets the legacy officer judge how to handle any future contact. A short note field captures the reason for the gift, which is the detail that makes the eventual stewardship personal rather than administrative.

What this form asks

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

Page 1 — Your intention

  • Where are you in your plans?required
  • What type of gift is it?
  • Approximate amount, if you wish to say (£)
  • What would help you decide?
  • Did your will use our full registered name and charity number?

Page 2 — About you

  • Your namerequired
  • Email addressrequired
  • Phone number
  • Home address
  • Is your family aware of this intention?required

Page 3 — Recognition

  • May we recognise your intention publicly?required
  • How should we recognise you?
  • Why have you chosen to leave a gift?
  • How would you like us to keep in touch?

14 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 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Where are you in your plans?”

  • Reveals questions

    If “Where are you in your plans?” is I have already included you in my will, the form reveals “What type of gift is it?”.

  • Reveals questions

    If “Where are you in your plans?” is I am considering it, the form reveals “What would help you decide?”.

Driven by “What type of gift is it?”

  • Reveals questions

    If “What type of gift is it?” is A fixed sum, the form reveals “Approximate amount, if you wish to say (£)”.

Driven by “May we recognise your intention publicly?”

  • Reveals questions

    If “May we recognise your intention publicly?” is Yes, the form reveals “How should we recognise you?”.

Set it up step by step

  1. 1

    Keep it non-binding

    Leave the intention wording as it is. Anything that reads like a contract suppresses responses.

  2. 2

    Show your registered details

    Display your full registered name and charity number so supporters give their solicitor the right wording.

  3. 3

    Never require an amount

    Only the fixed-sum path offers an amount field, and it stays optional.

  4. 4

    Record as soft income

    Hold legacy intentions separately from confirmed income in your forecasts.

  5. 5

    Steward for life

    Add every pledger to a legacy circle and keep them close to the cause.

Mistakes to avoid

  • Wording the form as a commitment, which frightens supporters away from telling you anything at all.
  • Not asking whether the gift is a residue, a percentage or a fixed sum, which is the difference between a forecast and a number.
  • Recording an intention without a note of whether the family is aware, which makes the eventual conversation harder.

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

Thank the supporter personally, record the intention as a soft forecast rather than confirmed income, and keep them in contact with the cause for the rest of their life.

Works in this layout

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Frequently asked questions

Is this legally binding?

No. It records an intention only, and the supporter can change their will at any time without telling you.

Do we have to ask for an amount?

No, and you should not. Only supporters leaving a fixed sum are offered an optional amount field.

Why ask about the registered charity number?

Wills naming a charity incorrectly are the most common cause of a disputed or failed legacy.

Can the intention stay private?

Yes. Declining recognition hides the naming question and keeps the pledge out of any legacy listing.

Is the Legacy Gift Pledge Form template free to use?

Yes. You can preview and test Legacy Gift Pledge 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 Legacy Gift Pledge Form template ask for?

It asks 14 questions across 3 pages, 5 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 Legacy Gift Pledge 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 “Where are you in your plans?” is I have already included you in my will, the form dynamically exposes “What type of gift is it?”. Otherwise that question never appears. Features advanced show logic: if “Where are you in your plans?” is I am considering it, the form dynamically exposes “What would help you decide?”. Otherwise that question never appears. Features advanced show logic: if “What type of gift is it?” is A fixed sum, the form dynamically exposes “Approximate amount, if you wish to say (£)”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Legacy Gift Pledge 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 Legacy Gift Pledge 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.

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Related categories

All Fundraising & Alumni templates