Pledge form: record promised gifts before the money arrives

A pledge card at a gala is a promise on paper. I would rather also keep it in one place I can total and follow up. This form records who will give, how much, how often and when.

Use this when

Supporters promise gifts at a campaign, a gala or a drive, and you collect the money later by your usual route. It suits money, goods and time.

Skip it when

You need to take the gift now. The form takes no payments and no card details. It sends no reminders either, so follow up yourself.

What is asked and why

Name and contact: so you can thank and follow up.
Amount, frequency and start date: give you a pledge total and a cash-flow plan.
Fund and how they expect to give: point the gift to the right place.
Employer match: a prompt many supporters forget.
Private and contact boxes: respect their wishes.

What a supporter's AI would ask

"How much would you like to pledge?" Then "How often will you give?" Then "Which fund is it for?" It shows the answers and sends only after a yes. Read about agent-fillable forms.

Before you use it

Say plainly that a pledge is an intention to give, not a payment. See forms for nonprofits. Record gifts as they arrive with a donation receipt form, and handle outside asks with a donation request form.

Questions

Is a pledge the same as a payment?

No. The form records the promise and takes no payment. Collect the gift through your normal route and tick it off against the pledge in your own sheet.

How do I total pledges by fund?

Download the CSV, filter by pledge_fund and add up pledge_amount. Check pledge_frequency first, because a monthly pledge is paid more than once.

Can the form remind pledgers to give?

No. The form sends no reminders or emails to the person who filled it. Use your own newsletter or a personal message, with the email column.

Or paste the JSON

Give this to your AI. It needs the AI Form API MCP server or an API key. It makes the form and sends you the link.

text

Create this form with the AI Form API create_form tool (or POST https://aiformapi.com/v1/forms with my API key). Then reply with the public_url.

{
  "title": "Make a pledge",
  "description": "Thank you for promising your support. This form records your pledge. It does not take a payment.",
  "fields": [
    {
      "id": "pledger_name",
      "label": "Your full name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "pledger_email",
      "label": "Your email",
      "type": "email",
      "required": true
    },
    {
      "id": "pledger_phone",
      "label": "Your phone",
      "type": "phone"
    },
    {
      "id": "pledge_amount",
      "label": "Amount you would like to pledge",
      "type": "number",
      "required": true,
      "min": 1,
      "max": 10000000
    },
    {
      "id": "pledge_frequency",
      "label": "How often will you give?",
      "type": "single_choice",
      "required": true,
      "options": [
        "One time",
        "Monthly",
        "Every three months",
        "Yearly"
      ]
    },
    {
      "id": "pledge_start",
      "label": "When will you start giving?",
      "type": "date"
    },
    {
      "id": "pledge_fund",
      "label": "Which fund is your pledge for?",
      "type": "single_choice",
      "options": [
        "General fund",
        "Building fund",
        "Scholarships",
        "Equipment",
        "Wherever it is needed most"
      ]
    },
    {
      "id": "pledge_in_kind",
      "label": "If you are pledging goods or time, what will you give?",
      "type": "short_text",
      "max_length": 300
    },
    {
      "id": "how_you_will_give",
      "label": "How do you expect to give?",
      "type": "single_choice",
      "options": [
        "Through your online page",
        "Cash or cheque in person",
        "Bank transfer",
        "Payroll giving",
        "I will decide later"
      ]
    },
    {
      "id": "employer_match",
      "label": "Does your employer match gifts?",
      "type": "single_choice",
      "options": [
        "Yes",
        "No",
        "Not sure"
      ]
    },
    {
      "id": "keep_pledge_private",
      "label": "Please keep my pledge private",
      "type": "checkbox"
    },
    {
      "id": "contact_about_pledge",
      "label": "It is fine to contact me about my pledge",
      "type": "checkbox"
    },
    {
      "id": "pledge_understood",
      "label": "I understand this records my intention to give and takes no payment",
      "type": "checkbox",
      "required": true
    }
  ]
}

Or call the API

bash

curl -X POST https://aiformapi.com/v1/forms \
  -H "Authorization: Bearer $AIFORMAPI_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title":"Make a pledge","description":"Thank you for promising your support. This form records your pledge. It does not take a payment.","fields":[{"id":"pledger_name","label":"Your full name","type":"short_text","required":true,"max_length":150},{"id":"pledger_email","label":"Your email","type":"email","required":true},{"id":"pledger_phone","label":"Your phone","type":"phone"},{"id":"pledge_amount","label":"Amount you would like to pledge","type":"number","required":true,"min":1,"max":10000000},{"id":"pledge_frequency","label":"How often will you give?","type":"single_choice","required":true,"options":["One time","Monthly","Every three months","Yearly"]},{"id":"pledge_start","label":"When will you start giving?","type":"date"},{"id":"pledge_fund","label":"Which fund is your pledge for?","type":"single_choice","options":["General fund","Building fund","Scholarships","Equipment","Wherever it is needed most"]},{"id":"pledge_in_kind","label":"If you are pledging goods or time, what will you give?","type":"short_text","max_length":300},{"id":"how_you_will_give","label":"How do you expect to give?","type":"single_choice","options":["Through your online page","Cash or cheque in person","Bank transfer","Payroll giving","I will decide later"]},{"id":"employer_match","label":"Does your employer match gifts?","type":"single_choice","options":["Yes","No","Not sure"]},{"id":"keep_pledge_private","label":"Please keep my pledge private","type":"checkbox"},{"id":"contact_about_pledge","label":"It is fine to contact me about my pledge","type":"checkbox"},{"id":"pledge_understood","label":"I understand this records my intention to give and takes no payment","type":"checkbox","required":true}]}'

JSON definition

json

{
  "title": "Make a pledge",
  "description": "Thank you for promising your support. This form records your pledge. It does not take a payment.",
  "fields": [
    {
      "id": "pledger_name",
      "label": "Your full name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "pledger_email",
      "label": "Your email",
      "type": "email",
      "required": true
    },
    {
      "id": "pledger_phone",
      "label": "Your phone",
      "type": "phone"
    },
    {
      "id": "pledge_amount",
      "label": "Amount you would like to pledge",
      "type": "number",
      "required": true,
      "min": 1,
      "max": 10000000
    },
    {
      "id": "pledge_frequency",
      "label": "How often will you give?",
      "type": "single_choice",
      "required": true,
      "options": [
        "One time",
        "Monthly",
        "Every three months",
        "Yearly"
      ]
    },
    {
      "id": "pledge_start",
      "label": "When will you start giving?",
      "type": "date"
    },
    {
      "id": "pledge_fund",
      "label": "Which fund is your pledge for?",
      "type": "single_choice",
      "options": [
        "General fund",
        "Building fund",
        "Scholarships",
        "Equipment",
        "Wherever it is needed most"
      ]
    },
    {
      "id": "pledge_in_kind",
      "label": "If you are pledging goods or time, what will you give?",
      "type": "short_text",
      "max_length": 300
    },
    {
      "id": "how_you_will_give",
      "label": "How do you expect to give?",
      "type": "single_choice",
      "options": [
        "Through your online page",
        "Cash or cheque in person",
        "Bank transfer",
        "Payroll giving",
        "I will decide later"
      ]
    },
    {
      "id": "employer_match",
      "label": "Does your employer match gifts?",
      "type": "single_choice",
      "options": [
        "Yes",
        "No",
        "Not sure"
      ]
    },
    {
      "id": "keep_pledge_private",
      "label": "Please keep my pledge private",
      "type": "checkbox"
    },
    {
      "id": "contact_about_pledge",
      "label": "It is fine to contact me about my pledge",
      "type": "checkbox"
    },
    {
      "id": "pledge_understood",
      "label": "I understand this records my intention to give and takes no payment",
      "type": "checkbox",
      "required": true
    }
  ]
}

Pledge form for promised gifts