HelloForms
Fundraising · free template

Online Donation Form

Take one-off or monthly gifts with the taxpayer position and receipt details captured at the point of giving.

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 · card
Conditional rules
4
Typical time
4 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 — Your gift

Make a donation

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

Online 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 14 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.

  • 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 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.

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 Online 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 “How would you like to give?” is Monthly, the form dynamically exposes “First payment date”. Otherwise that question never appears.
  • Features advanced show logic: if “Do you pay UK tax on your income or gains?” is Yes, the form dynamically exposes “Gift Aid declaration”. Otherwise that question never appears.
  • Features advanced show logic: if “Would you like this gift to be anonymous?” is No, the form dynamically exposes “How should we name you in our annual report?”. Otherwise that question never appears.
  • Features conditional validation: if “How would you like to give?” is Monthly, “First payment date” 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

The difference between a donation page that raises money and one that merely exists is how few decisions it asks a supporter to make. This form leads with suggested amounts tied to what the money buys, keeps an other-amount box for the donor who has their own figure in mind, and puts the monthly option in front of people while they are still motivated rather than after they have committed to a single gift. Choosing to give monthly opens the start date and the reminder preference; choosing one-off skips both. Contact details are collected once, with the postal address opened only when the donor asks for a written receipt or is willing to make a Gift Aid declaration, because an address you cannot use is an address you should not store. The Gift Aid question is asked in plain terms — whether the donor pays enough UK Income Tax or Capital Gains Tax to cover the amount reclaimed on their gifts — and the confirming statement only appears when they say yes, so nobody accidentally signs a declaration they do not qualify for. Anonymity is offered explicitly, and choosing it hides the question about how the donor would like to be named in the annual report.

What this form asks

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

Page 1 — Your gift

  • How would you like to give?required
  • Gift amountrequired
  • Other amount (£)
  • First payment date
  • What would you like your gift to support?required

Page 2 — About you

  • Your namerequired
  • Your email addressrequired
  • Phone number
  • Home address

Page 3 — Gift Aid & preferences

  • Do you pay UK tax on your income or gains?required
  • Gift Aid declarationrequired
  • Would you like this gift to be anonymous?required
  • How should we name you in our annual report?
  • How may we 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 “How would you like to give?”

  • Reveals questions

    If “How would you like to give?” is Monthly, the form reveals “First payment date”.

  • Makes answers required

    If “How would you like to give?” is Monthly, “First payment date” becomes required before the form can be submitted.

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

  • Reveals questions

    If “Do you pay UK tax on your income or gains?” is Yes, the form reveals “Gift Aid declaration”.

Driven by “Would you like this gift to be anonymous?”

  • Reveals questions

    If “Would you like this gift to be anonymous?” is No, the form reveals “How should we name you in our annual report?”.

Set it up step by step

  1. 1

    Set your amounts

    Replace the suggested gift tiers with figures that match your average donation, and say what each one funds.

  2. 2

    Connect payments

    Point the form at your payment provider so the gift is taken at the moment of submission.

  3. 3

    Check the tax wording

    Keep the Gift Aid statement exactly as HMRC words it — an edited declaration is not a valid one.

  4. 4

    Publish the link

    Use it as the destination for your donate button, appeal emails and QR codes.

  5. 5

    Thank quickly

    Set an automatic acknowledgement and add a personal note for first-time and larger gifts.

Mistakes to avoid

  • Offering a free-text amount only, so the average gift lands well below the suggested tiers a donor would have picked.
  • Burying the monthly option at the bottom, where the people most likely to commit never see it.
  • Collecting a gift without recording whether the donor pays enough UK tax, which makes the claim unrecoverable later.

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

Reconcile the gifts against your payment provider, file the declarations with your Gift Aid claim, and thank every first-time donor within 48 hours.

Works in both layouts

Browse classic templatesBrowse card templates

Forms that overlap this one

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

Privacy & compliance

This form takes money. Card details are handled by the payment provider and never stored in your response data — you keep the order details, not the card number.

Frequently asked questions

Can supporters give monthly through this form?

Yes. Choosing monthly opens a start date and reminder preference; choosing one-off hides both so the shorter path stays short.

Does it handle Gift Aid?

It records the declaration when the donor confirms they pay enough UK tax. Use the dedicated Gift Aid form for retrospective claims on past gifts.

Can donors stay anonymous?

Yes — anonymity is a question on the form, and choosing it hides the naming question so no one is listed by mistake.

Where does the money go?

Straight to your own payment provider. The form records the gift details, your provider handles the transaction.

Is the Online Donation Form template free to use?

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

It asks 14 questions across 3 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 Online 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 “How would you like to give?” is Monthly, the form dynamically exposes “First payment date”. Otherwise that question never appears. Features advanced show logic: if “Do you pay UK tax on your income or gains?” is Yes, the form dynamically exposes “Gift Aid declaration”. Otherwise that question never appears. Features advanced show logic: if “Would you like this gift to be anonymous?” is No, the form dynamically exposes “How should we name you in our annual report?”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Online 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 Online 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

More forms teams pair with the online donation form.

Related categories

All Fundraising & Alumni templates