Automate your entire donation pipeline — from gift to tax receipt
Nonprofits spend hours every week manually processing donations, generating receipts, updating donor records, and sending thank-you emails. This manual work takes time away from your mission and leads to errors that frustrate donors.
The Solution
A complete donation automation system that handles the entire pipeline. Donors submit a form, payment is processed, a tax-compliant receipt is generated and emailed instantly, donor records are updated automatically, and follow-up thank-you sequences run on autopilot. Built on Jotform by an engineer who understands both the tech and the nonprofit workflow.
What's Included
Forms
- Donation form with one-time and recurring options
- Donor information collection form
- Corporate matching gift request form
- Year-end giving campaign landing form
Emails
- Instant donation confirmation with tax receipt
- Thank-you email with impact statement
- Recurring donation reminder (before charge)
- Year-end tax summary email
- Lapsed donor re-engagement email
Workflows
- Automatic tax receipt generation (IRS-compliant format)
- Donor tier classification (based on cumulative giving)
- Recurring donation management and reminders
- Failed payment retry notification
Integrations
- Payment processing (Stripe/PayPal)
- Google Sheets donor database sync
- CRM integration-ready data format
Extras
- Donation tracking dashboard
- Donor leaderboard for campaigns
- Embeddable donation widget for your website
Choose Your Setup
Start with the base and upgrade when you need more.
Base Kit
Ready to use, self-setup
$79
- All forms, emails, and workflows
- Setup documentation
- 30-minute video walkthrough
- 14-day email support
Pro Setup
Kit + customization + call
$159
- Everything in Base
- 45-minute setup call
- Custom branding with your logo
- Payment processor configuration
- 30-day email support
Done-For-You
Full custom implementation
$399
- Everything in Pro
- Full custom implementation
- CRM integration setup
- Staff training session
- 60-day priority support
Frequently Asked Questions
Are the tax receipts actually IRS-compliant?
The receipt template includes all required elements for IRS compliance: organization name and EIN, donation date and amount, statement of goods/services provided, and your organization's tax-exempt status. You should still have your accountant review the template for your specific situation.
Can donors set up recurring donations?
Yes. The donation form includes options for one-time, monthly, quarterly, and annual recurring donations. Donors receive a reminder email before each charge and can manage their subscription through a self-service link.
Does this integrate with our existing CRM?
The kit exports data in a CRM-friendly format and syncs to Google Sheets automatically. The Pro tier includes integration setup for popular nonprofit CRMs. The Done-For-You tier includes custom CRM integration for any platform.
Can we customize the donation amounts?
Yes. The form includes preset donation amounts (which you can change) plus a custom amount field. You can also set up campaign-specific forms with different amount options.
Need this customized for your business?
Every business is different. I can modify this kit to match your exact workflow — or build something entirely new.