Donor Identification
Record full legal name, mailing address, email, and phone to support contact, verification, and tax receipt delivery.
A written pledge clarifies expectations for payment, program designation, and acknowledgment, reducing disputes and enabling accurate bookkeeping.
The form is completed by donors, entered by development staff, and reviewed by accounting or stewardship teams before fulfillment.
Volunteers and board members may also sign or sponsor pledges; legal or finance staff should review large or restricted gifts.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code for signer verification |
| Reminder Schedule | Automated reminders at 7 and 30 days before due date |
| Save Location | Secure cloud folder with restricted access |
| Audit Trail | Enable timestamp, IP, and action logging |
Ensure the signing platform supports secure files, standard formats, and integrations used by your organization.
| 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 (Premium tier) | 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 |
The date donor must deliver payment or goods
Provide written receipt upon receipt of gift
Gifts $250+ require written acknowledgement for donor deduction
Send reminders before each scheduled payment
Reconcile pledges monthly with accounting records
Record full legal name, mailing address, email, and phone to support contact, verification, and tax receipt delivery.
Specify monetary amount or in-kind items, including estimated value for goods and any required appraisal responsibility.
Define one-time or installment schedule, payment methods accepted, and due dates to avoid ambiguity during fulfillment.
State intended program, purpose, or restriction; include reversion clauses if funds cannot be used as designated.
Signature block for donor plus organization acceptance line; include printed name, title, and date for signatory authority.
Fields for receipt number, acknowledgment date, and internal steward to support audit and donor history tracking.