Create your Planned giving Donation Form from scratch

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Here's how it works

01. Start with a blank Planned giving Donation Form
Open the blank document in the editor, set the document view, and add extra pages if applicable.
02. Add and configure fillable fields
Use the top toolbar to insert fields like text and signature boxes, radio buttons, checkboxes, and more. Assign users to fields.
03. Distribute your form
Share your Planned giving Donation Form in seconds via email or a link. You can also download it, export it, or print it out.

Design your Planned giving Donation Form in a matter of minutes

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Step 1: Access DocHub to build your Planned giving Donation Form.

Begin signining into your DocHub account. Try out the pro DocHub functionality at no cost for 30 days.

Step 2: Navigate to the dashboard.

Once logged in, head to the DocHub dashboard. This is where you'll create your forms and handle your document workflow.

Step 3: Create the Planned giving Donation Form.

Hit New Document and choose Create Blank Document to be redirected to the form builder.

Step 4: Design the form layout.

Use the DocHub features to add and configure form fields like text areas, signature boxes, images, and others to your document.

Step 5: Insert text and titles.

Add needed text, such as questions or instructions, using the text field to lead the users in your form.

Step 6: Configure field properties.

Alter the properties of each field, such as making them required or arranging them according to the data you plan to collect. Assign recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Planned giving Donation Form, make a final review of your document. Then, save the form within DocHub, transfer it to your selected location, or distribute it via a link or email.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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Thank you very much for letting us know about your intention to leave a bequest to [name of organization] in your estate plan. We are very grateful to you for your generosity. [name of organization]s future depends upon the continued generosity of friends such as you.
Planned-gift stewardship must become more than a response to a gift or a response to a notification of an intended gift. In its purest form, stew- ardship is a strategic tool for commu- nicating with current and prospective donors. At its most effective, it is a thoughtful relationship with your best friends.
How to talk to donors about planned giving: 10 tips Dont mention death. Provide resources to create a will. Mention the benefits of planned giving. Talk about bequests as a tribute to a family member. Emphasize the long-term impact of planned gifts. Use social proof.
Planned Giving Best Practices 1) Identify prospects. 2) Infuse planned giving language into your existing messaging. 3) Brand your planned giving program; celebrate the opportunity. 4) Ask for blended gifts. 5) Treat planned giving donors wellthey are just as important, if not more important, than your largest donors.
Ideas for planned giving stewardship First, be sure the notification is promptly thanked, just as your current use gifts should be. But dont let this be the last time you thank these donors! Create a plan for ongoing thanks and outdocHub, at minimum once each year.
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Related Q&A to Planned giving Donation Form

5 Steps to Set Up a Donation Page for Your Nonprofit Step 1: Sign Up with Donorbox (for Free!) and Connect Your Payment Processor. Step 2: Create a Campaign and Your Donation Page. Step 3: Customize the Donation Form. Step 4: Customize Your Email Receipt to Donors.
Creating a stewardship plan Segment your donor database. Create a stewardship calendar. Craft a donor communications strategy. Determine donor engagement opportunities. Create a system of recognition. Evaluate donor data.
Because of your belief in our commitment to (INSERT SHORT MISSION), I want to personally invite you to become a member of (YOUR ORGANIZATION)s Legacy Society, (SOCIETY NAME). The society is composed of generous and forward-thinking donors who will support our long-term success through a planned gift.

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