Collect recurring-gift intent — amount, rhythm, term and stop rules — with no payment details, so your team confirms each pledge personally.
Quick answer
Use it to capture recurring-gift intent — amount, frequency, term, and how to stop or change it — without taking any payment details; a fundraiser then sets up the actual gift in your processor, and the pledge list stays honest.
Monthly giving grows from a yes, not a card number. This form captures the intent cleanly — how much, how often, how long, and how to stop or change it — without touching payment details; a fundraiser then sets up the recurring gift in your actual processor. One honest pledge list beats a thousand ambiguous well-wishers.
Sample form preview — live and ready to fill in.
Everything you need to run this template.
Amount and rhythm recorded without any card or bank fields.
Where the recurring gift goes is chosen at pledge time.
How to pause, change or stop is stated and acknowledged.
The confirmation-call window routes the pledge to a person.
From copy to deliverable in four steps.
Copy it in and set giving options and funds.
Send to donors who have given more than once.
Call or meet within the stated window to set up the real gift.
Keep pledge entries and outcomes together in your workspace.
Pick your role — see how it fits your workflow.
Work a dated pledge list instead of vague maybees.
Forecast recurring revenue from actual intent.
Commit at a size and rhythm they chose themselves.
What makes this template work as a professional deliverable.
A preview of the real questions in this form — exactly what respondents see.
