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Donor Form

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Donation Pursuant to the Ohio Revised Uniform Anatomical Gift Act

In the event of my death, I donate the following part(s) of my body for the purposes identified in the Ohio Revised Code 2108.11:

TISSUE:

Eyes

Bone and connective tissue

Skin

Heart

Other:

Limitations:

ORGAN:

Heart

Kidney(s)

Liver

Lung(s)

Pancreas

Other:

Limitations:

Signed this day of 20

Signature

Place

If the donor or other person is physically unable to sign a record, the record may be signed by another individual at the direction of the donor or other person and must:

WITNESS FORM

The witnesses below declare that they are signing at the direction of the declarant after having witnessed the signature of the declarant, have no interest in the estate of the declarant under the laws of intestate succession or any will or the declarant or codicil thereto, and are not financially responsible for the declarant’s care.

Witness Signature:

Witness Name:

Address:

Witness Signature:

Witness Name:

Address:

ACKNOWLEDGEMENT FORM

State of Ohio

Judicial District

The foregoing instrument was acknowledged before me this by .

Signature of Person Taking Acknowledgement:

Title or Rank:

Serial Number, if any:

This is a legal document under the Revised Uniform Anatomical Gift Act or similar laws.

DONOR REGISTRY ENROLLMENT FORM

(OPTIONAL)

To register for the Donor Registry, please complete this form and send it to the Ohio Bureau of Motor Vehicles. This form must be signed by two witnesses. If the donor is under age eighteen, one witness must be the donor’s parent or legal guardian.

Please include me in the donor registry.

Please remove me from the donor registry.

Full Name (please print)

Mailing Address

Phone Date of Birth

Driver’s License or ID Card No.

Social Security No.

On my death, I make an anatomical gift of my organs, tissues, and eyes for any purpose authorized by law.

OR

On my death, I make an anatomical gift of the following specified organs, tissues, or eyes for any purposes indicated below.

Purposes:

Any purpose authorized by law

Transplantation

Therapy

Research

Education

Advancement of medical science

Advancement of dental science

Signature of donor registrant

Date

Witness Signature

Witness Signature

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What a Donor Form Is and When It’s Used

A Donor Form is a standardized record that documents a charitable contribution, donor identity, payment method, gift designation, and any tax receipt required by law. Nonprofit organizations use donor forms to confirm donor intent, allocate funds to program areas, and produce written acknowledgments for income tax purposes. Donor forms may be paper or electronic; when executed electronically they must meet the ESIGN Act (15 U.S.C. ch. 96) and applicable state UETA rules to be legally binding. Properly completed forms support accounting, audit trails, and donor stewardship.

Why a Correct Donor Form Matters

A complete donor form creates an official record that supports donor tax deductions, enforces gift restrictions, and reduces reconciliation errors. It also documents consent and retention necessary for audits and regulatory compliance.

Why a Correct Donor Form Matters

Who Typically Completes and Receives Donor Forms

Donor forms are completed by individual donors, corporate donors, and authorized nonprofit staff handling gifts and acknowledgments.

  • Individual Donors — Complete personal details, payment authorization, and designation instructions for tax receipts and acknowledgments.
  • Development Staff — Record gift purpose, process payments, and reconcile contributions with accounting and fund reports.
  • Finance and Compliance — Validate tax acknowledgement wording and ensure retention for audit and regulatory requirements.

Accurate completion reduces follow-up, supports donor relations, and helps organizations meet IRS and state charity reporting obligations.

Step-by-Step: Completing a Donor Form

Follow these steps to capture a valid donation record and produce an IRS-compliant acknowledgment when required.

  • 01
    Gather Information: Collect donor name, address, and payment details.
  • 02
    Specify Gift: Record amount, designation, and any restrictions.
  • 03
    Authorize Payment: Obtain payment method details and authorization.
  • 04
    Record and Acknowledge: Issue receipt and store the signed form.

Configuring an Online Donor Form Workflow

Set up fields and routing to automate receipt generation and accounting entries for each completed donor form.

Field Configuration
Payment Processor Connect gateway for credit card and ACH capture.
Recurring Gift Option Enable schedule and mandate donor authorization checkbox.
Acknowledgment Email Auto-send contemporaneous receipt upon completion.
CRM Integration Map fields to constituent records for donor stewardship.

Where Completed Donor Forms Should Be Sent

Route signed donor forms to the right systems and people to ensure timely acknowledgement and accurate financial recording.

  • Nonprofit CRM: Store donor profile and gift attributes for stewardship.
  • Finance System: Post payment and fund allocation entries promptly.
  • Donor Copy: Deliver email receipt for tax documentation.
  • Compliance File: Retain signed form for audits and regulatory review.

Technical Needs for Digital Submission and Signing

Choose a platform that supports secure e-signatures, common file formats, and integration with your CRM or accounting system.

  • File Formats: PDF or DOCX preferred.
  • Integrations: Salesforce, NetSuite, Google Workspace.
  • Authentication: Email, SMS code, or stronger methods.

Ensure the platform records an audit trail and offers export options for archival and regulatory needs without altering the signed record.

Essential Parts of a Professional Donor Form

A professional donor form groups identifiable donor data, clear gift terms, and the evidence needed for tax acknowledgments and internal controls.

Donor Identity

Full legal name, mailing address, and contact information. Accurate identity data ensures valid receipts and supports constituent management and legal compliance.

Gift Details

Exact amount or detailed non-cash description plus designation. Clear gift terms reduce disputes and guide accounting treatment and program allocation.

Payment Authorization

Method (credit, ACH, check), authorization statement, and transaction reference. Proper authorization supports reconciliation and fraud prevention.

Tax Acknowledgment

Receipt language that states whether goods or services were provided and the deductible amount; meets IRS acknowledgment requirements when applicable.

Donor Restrictions

Fields for restricted-purpose language and any expiration or revocation terms. Explicit restrictions are needed for donor intent tracking and fiscal compliance.

Signature and Consent

Signature, date, and consent to electronic records where used. Capture intent, attribution, and retention metadata for legal validity.

Core Fields Required for Processing

Donor name: Full legal name
Mailing address: Street, city, state, ZIP
Contact email: Deliver receipt
Gift amount: Dollar value
Designation: Fund or program
Signature: Signed and dated

Common Risks and Penalties to Avoid

Tax disallowance: Missing acknowledgement
Misapplied funds: Unclear designation
State fines: Unregistered solicitation
Data breach: Inadequate security
Payment disputes: Weak authorization
Audit findings: Poor recordkeeping

Practical Tips for Accurate and Efficient Donor Forms

Follow these rules to reduce errors, speed processing, and maintain compliance across donor workflows.

Standardize field formats and validation
Use input validation for dates and amounts, required-field checks, and dropdowns for common designations. Standardization prevents reconciliation errors and simplifies CRM imports.
Provide clear tax acknowledgement language
Include whether goods or services were provided and an estimate of any fair-market-value benefit. This wording supports donor deductions under IRC §170 and reduces follow-up queries.
Automate receipts and record exports
Send contemporaneous acknowledgments via email and export signed records to accounting and compliance systems to reduce manual entry and ensure audit readiness.
Log consent for electronic delivery
Capture affirmative consent to receive electronic records when required by ESIGN (15 U.S.C. ch. 96) for consumer-facing transactions and retain evidence of that consent.

Time-Sensitive Dates and Recordkeeping Expectations

Observe these timelines to support donor tax reporting, internal controls, and regulatory filings.

Issuing acknowledgments:

Provide contemporaneous written acknowledgement for contributions of $250 or more per IRC §170(f)(8).

Donor tax year:

Record the gift date in MM/DD/YYYY to determine the tax year of the deduction.

Recurring gift summaries:

Send annual giving statements after year-end to support donor tax reporting.

State registration renewals:

Complete charity registration filings by state deadlines to avoid fines.

Retention minimums:

Keep records for at least three years per IRS guidance (IRC §6501(a)).

Typical eSignature Vendor Comparison for Donor Forms

Platform choice affects per-user cost, bulk send, and compliance features. signNow is listed first for comparison; evaluate pricing and HIPAA/contract support when handling sensitive donor data.

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 Varies
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No envelope cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Real-World Examples of Electronic Forms in Use

Organizations in healthcare and real estate use electronic signing to streamline document collection and maintain compliance with audit requirements.

Martin Properties — Tim Martin

Tim Martin implemented online document execution to reduce in-person signatures and speed closings.

  • The platform enabled mobile signing on site.
  • He reports handling documents online with compliance and security, allowing faster processing and fewer missing signatures across transactions.

Fertility Centers of Illinois — John Butler

The clinic adopted electronic workflows to collect consent and administrative forms remotely.

  • The integration supported patient and donor interactions.
  • John Butler praised the vendor team's responsiveness and API, noting smoother operations and improved document turnaround without compromising compliance.

Frequently Asked Questions About Donor Forms

Answers to common questions about electronic donor forms, signatures, acknowledgments, and retention for U.S. organizations.


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