Fundraising · free template

Recurring Donation Form

Set up a monthly or annual recurring gift with amount, frequency, payment details and an easy way to manage or cancel later.

A ready-to-use fundraising & alumni form for small teams who need a reliable intake process: 11 questions, 2 pages, 3 conditional rules.

Questions: 11
Pages: 2
Layouts: classic · card
Conditional rules: 3
Typical time: 3 min

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Also filed under

Donations & Gift Aid

Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

Page 1 of 2 — Your recurring gift

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

Recurring 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 11 questions across 2 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.

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 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 3 questions until they are relevant — shorter forms convert better than long ones.
Splitting the form across 2 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.

1Press “Use this template” — a fresh copy of Recurring Donation Form lands in your workspace, ready to edit.
2Rename or delete any question, and change what is required. Nothing here is fixed.
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.
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.
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 — 3 conditional rules ship with it.

Features conditional hiding: if “How often would you like to give?” is One-time instead, “Start date” is removed from the form and is never submitted.
Features conditional validation: if “Would you like a yearly giving summary for tax purposes?” is Yes, “Mailing address for tax receipt” becomes mandatory before the form can be sent.
Features advanced show logic: if “Designate my gift to” is A specific programme, the form dynamically exposes “Which programme?”. Otherwise that question never appears.
All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

Recurring donations behave more like a subscription than a one-time gift, so this form is built around frequency and ongoing management rather than a single transaction. It asks the donor to choose an amount and a billing frequency — monthly, quarterly or annually — then a start date and payment method, closing with an anniversary reminder preference so donors can opt in to a yearly summary of their giving for tax purposes. Unlike Online Donation Form, which is optimised for a single gift completed in one sitting, this template treats the first submission as the start of an ongoing relationship: it collects enough billing detail to set up an automatic charge and makes clear, near the payment fields, how a donor can change the amount or stop the gift later. A designation field lets recurring donors direct their monthly gift to a specific programme rather than only the general fund, which tends to improve retention because donors feel ownership over where their sustained giving goes. When a donor eventually wants to stop, route them to Subscription Cancellation Form rather than making them resubmit a fresh request.

What this form asks

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

Page 1 — Your recurring gift

Full namerequired
Email addressrequired
Gift amountrequired
How often would you like to give?required
Start date

Page 2 — Designation & payment

Designate my gift to
Which programme?
Payment methodrequired
Would you like a yearly giving summary for tax purposes?
Mailing address for tax receipt
Updates

11 questions in total.

How the form changes as it's filled in

This template ships with 3 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 “How often would you like to give?”

Hides questions
If “How often would you like to give?” is One-time instead, the form hides “Start date”, so nobody answers questions that don't apply.

Driven by “Would you like a yearly giving summary for tax purposes?”

Makes answers required
If “Would you like a yearly giving summary for tax purposes?” is Yes, “Mailing address for tax receipt” becomes required before the form can be submitted.

Driven by “Designate my gift to”

Reveals questions
If “Designate my gift to” is A specific programme, the form reveals “Which programme?”.

Set it up step by step

1
Make the frequency the first real choice
Leading with amount before frequency can make monthly gifts feel bigger than they are — decide frequency first, then amount.
2
Explain how to change or cancel
State plainly near the payment fields that donors can adjust or stop their gift anytime, and link where to do it.
3
Offer a programme designation
Sustaining donors who pick a specific cause tend to stay enrolled longer than those giving to an undirected fund.
4
Send an annual summary automatically
Donors who opt in for a tax summary rarely remember to ask for one later — generate it proactively each year.

Mistakes to avoid

Treating this the same as a one-time gift form and forgetting to collect a start date or ongoing payment authorisation.
Making cancellation hard to find, which increases failed-card churn and donor frustration.
Not offering a programme designation, which reduces the sense of ownership that keeps monthly donors engaged.

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

Confirm the recurring schedule by email immediately, and set a reminder to review card failures monthly so lapsed sustaining gifts get a quick reactivation nudge.

Works in both layouts

Browse classic templates Browse card templates

Forms that overlap this one

These pages cover the same subject ground as the recurring 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

How is this different from Online Donation Form?

Online Donation Form is built for a single gift completed once. This Recurring Donation Form is built around an ongoing schedule — frequency, start date and how to manage the gift later.

What if a donor wants to pledge a total amount over time instead?

Use Fundraising Pledge Form for a committed total paid in instalments toward a specific goal or campaign, rather than an open-ended recurring gift.

How should donors cancel their recurring gift?

Point them to Subscription Cancellation Form or a dedicated donor portal — don't make them resubmit this signup form to stop giving.

Can I offer both one-time and recurring on the same form?

Yes, the "One-time instead" option handles that, and the logic hides the start-date field when a donor picks it.

Is the Recurring Donation Form template free to use?

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

It asks 11 questions across 2 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 Recurring 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?

3 conditional rules ship with the template: Features conditional hiding: if “How often would you like to give?” is One-time instead, “Start date” is removed from the form and is never submitted. Features conditional validation: if “Would you like a yearly giving summary for tax purposes?” is Yes, “Mailing address for tax receipt” becomes mandatory before the form can be sent. Features advanced show logic: if “Designate my gift to” is A specific programme, the form dynamically exposes “Which programme?”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Recurring 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 Recurring 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.

More forms teams pair with the recurring donation form.

Related categories

All Fundraising & Alumni templates