Register donors once, cleanly — name, contact, giving interests, communication preferences — then export the archive straight into your CRM.
Quick answer
Use it to register each donor once with clean identity, contact, giving interests and communication preferences in CRM-ready fields — then export, dedupe and walk into renewal conversations knowing who gives and how they asked to be contacted.
Every donor relationship starts as a card somewhere — event sign-in, an email thread, a notebook. This form registers each donor once, in one clean shape: identity, contact, what they care about, how they want to be reached, and the fields your CRM actually imports. The archive stays yours: export any time, dedupe with confidence, and walk into renewal conversations knowing who gives, why, and how they said to talk to them.
Sample form preview — live and ready to fill in.
Everything you need to run this template.
No more three spellings and two emails per supporter.
How to reach them, and their tick that says you may.
Fields match what your CRM needs, so exports land without mapping.
Where you met stays on the record for the next conversation.
From copy to deliverable in four steps.
Copy it in; align fields to your CRM's import columns.
At events and on the website, capture the record while it's fresh.
Pull the archive before each campaign; merge duplicates deliberately.
Owners walk into renewal talks with context already on the entry.
Pick your role — see how it fits your workflow.
Carry one trusted archive instead of five lists.
Segment by stated interest, not by guesswork.
Choose how you're contacted, and mean it.
What makes this template work as a professional deliverable.
A preview of the real questions in this form — exactly what respondents see.
