Donor Information
Legal name, mailing address, email, and TIN/EIN to support acknowledgements and any required payer reporting.
A consistent Charitable Donation Activities Form improves record accuracy, simplifies donor acknowledgements required under IRC §170(f)(8), and helps nonprofits reconcile fundraising with program delivery and audits.
Use the form to standardize donor communications, preserve evidence for tax substantiation, and maintain a clear audit trail across fundraising channels.
| Field | Configuration |
|---|---|
| Donor TIN field | Required; numeric input mask |
| Gift date | Calendar picker; MM/DD/YYYY |
| Conditional valuation | Show FMV fields if In-Kind selected |
| Routing | Route to finance then director for approval |
Choose a platform that supports secure forms, conditional fields, and a verifiable audit trail.
Legal name, mailing address, email, and TIN/EIN to support acknowledgements and any required payer reporting.
Amount, payment method, date, and pledge schedule so finance can reconcile receipts and deposits accurately.
Program name, event date, and purpose of funds to document how the gift will be used and reported.
Fair market value for in-kind gifts and method used; required documentation supports donor deduction claims.
Signature, printed name, title, and date from an authorized representative to validate the record.
Receipts, appraisal statements, pledge schedules, or itemized lists for noncash gifts to support substantiation.
Save a flattened PDF/A copy for long-term archival and audit portability.
Export donor and transaction tables for imports into accounting or CRM systems.
Attach professional appraisals for high-value noncash gifts to support IRS reviews.
Include the donor-facing written acknowledgement for IRS substantiation when required.
Provide written acknowledgement per IRC §170(f)(8) promptly after the donation
Donation date determines tax year; file donor-facing records before April 15
Noncash gifts over $500 require Form 8283 with return
Reconcile donations before year-end close for audited statements
Employment-specific forms are not part of donation records
A local food bank used the form to document 300 in-kind donations during a drive
A university development office tracked multi-year pledges and restricted gifts
| Criteria | Donation Activities Form | Donation Receipt | Pledge Agreement | Grant Report |
|---|---|---|---|---|
| Primary Purpose | track activity | acknowledge gift | commit pledge | report use |
| Contains Valuation | maybe | |||
| Includes Program Detail | ||||
| Supports Audit | minimal |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |