Donor form: keep contact details and giving preferences

A receipt book tells you what was given. It does not tell you why, or how the donor wants to hear from you. I keep a donor form for that: contact details, causes, thanks and contact choices, one row per donor.

Who it is for

Small charities, schools, churches and clubs that thank supporters by name and want to ask for the next gift with care.

What each question is for

Name, email, phone and donor type: a clean contact record.
Contact choice: respects the channel they pick, including none.
Causes and giving style: show what to tell them about.
Thanks and in honour of: thank them the way they want.
How they heard and volunteer interest: guide your next outreach.

What a donor's AI would ask

"How would you like us to thank you?" Then "Which causes matter most to you?" Then "Should we contact you by email, phone or post?" It shows every answer and sends only after a yes. See agent-fillable forms.

Before you use it

Keep payment and tax details out of it. Honour a no-contact choice at once. Browse forms for nonprofits. Invite supporters to give time with a volunteer application form, approach firms with a sponsorship request form, and let guests bid with a silent auction bid sheet.

Questions

Does this form take donations?

No. It records donor details and preferences only. Take gifts through your normal route, and use a receipt form or your own system to record each gift.

How do I respect a request for no contact?

Filter the CSV on the contact_channel column and remove anyone who chose no contact from your lists. Check the column again before every campaign.

Can donors update their details later?

They send the form again. Keep the newest row for each donor email and ignore older rows when you build your lists.

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": "Tell us about your support",
  "description": "Thank you for supporting us. These answers help us thank you the way you like and keep in touch only as much as you want.",
  "fields": [
    {
      "id": "donor_full_name",
      "label": "Your full name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "donor_email",
      "label": "Your email",
      "type": "email",
      "required": true
    },
    {
      "id": "donor_phone",
      "label": "Your phone",
      "type": "phone"
    },
    {
      "id": "donor_type",
      "label": "You are giving as",
      "type": "single_choice",
      "options": [
        "An individual",
        "A family",
        "A business",
        "A community group",
        "A trust or foundation"
      ]
    },
    {
      "id": "organisation_name",
      "label": "Business or group name",
      "type": "short_text",
      "max_length": 200
    },
    {
      "id": "contact_channel",
      "label": "How should we contact you?",
      "type": "single_choice",
      "options": [
        "Email",
        "Phone",
        "Post",
        "Please do not contact me"
      ]
    },
    {
      "id": "causes_you_care_about",
      "label": "Which causes matter most to you?",
      "type": "multi_choice",
      "options": [
        "Education",
        "Health",
        "Food support",
        "Environment",
        "Animals",
        "Arts and culture",
        "Housing",
        "Youth programmes"
      ]
    },
    {
      "id": "giving_style",
      "label": "How do you like to give?",
      "type": "single_choice",
      "options": [
        "One-time gifts",
        "Regular gifts",
        "Gifts at events",
        "Gifts of goods",
        "Gifts of time"
      ]
    },
    {
      "id": "recognition_choice",
      "label": "How would you like to be thanked?",
      "type": "single_choice",
      "options": [
        "Name in the annual report",
        "Name on a donor wall",
        "A thank you note only",
        "Please keep my gift private"
      ]
    },
    {
      "id": "in_honour_of",
      "label": "Is your gift in memory or honour of someone?",
      "type": "short_text",
      "max_length": 200
    },
    {
      "id": "how_you_heard",
      "label": "How did you hear about us?",
      "type": "single_choice",
      "options": [
        "Friend or family",
        "An event",
        "Social media",
        "News story",
        "Online search",
        "Other"
      ]
    },
    {
      "id": "wants_newsletter",
      "label": "I would like to receive your newsletter",
      "type": "checkbox"
    },
    {
      "id": "might_volunteer",
      "label": "I might be interested in volunteering",
      "type": "checkbox"
    }
  ]
}

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":"Tell us about your support","description":"Thank you for supporting us. These answers help us thank you the way you like and keep in touch only as much as you want.","fields":[{"id":"donor_full_name","label":"Your full name","type":"short_text","required":true,"max_length":150},{"id":"donor_email","label":"Your email","type":"email","required":true},{"id":"donor_phone","label":"Your phone","type":"phone"},{"id":"donor_type","label":"You are giving as","type":"single_choice","options":["An individual","A family","A business","A community group","A trust or foundation"]},{"id":"organisation_name","label":"Business or group name","type":"short_text","max_length":200},{"id":"contact_channel","label":"How should we contact you?","type":"single_choice","options":["Email","Phone","Post","Please do not contact me"]},{"id":"causes_you_care_about","label":"Which causes matter most to you?","type":"multi_choice","options":["Education","Health","Food support","Environment","Animals","Arts and culture","Housing","Youth programmes"]},{"id":"giving_style","label":"How do you like to give?","type":"single_choice","options":["One-time gifts","Regular gifts","Gifts at events","Gifts of goods","Gifts of time"]},{"id":"recognition_choice","label":"How would you like to be thanked?","type":"single_choice","options":["Name in the annual report","Name on a donor wall","A thank you note only","Please keep my gift private"]},{"id":"in_honour_of","label":"Is your gift in memory or honour of someone?","type":"short_text","max_length":200},{"id":"how_you_heard","label":"How did you hear about us?","type":"single_choice","options":["Friend or family","An event","Social media","News story","Online search","Other"]},{"id":"wants_newsletter","label":"I would like to receive your newsletter","type":"checkbox"},{"id":"might_volunteer","label":"I might be interested in volunteering","type":"checkbox"}]}'

JSON definition

json

{
  "title": "Tell us about your support",
  "description": "Thank you for supporting us. These answers help us thank you the way you like and keep in touch only as much as you want.",
  "fields": [
    {
      "id": "donor_full_name",
      "label": "Your full name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "donor_email",
      "label": "Your email",
      "type": "email",
      "required": true
    },
    {
      "id": "donor_phone",
      "label": "Your phone",
      "type": "phone"
    },
    {
      "id": "donor_type",
      "label": "You are giving as",
      "type": "single_choice",
      "options": [
        "An individual",
        "A family",
        "A business",
        "A community group",
        "A trust or foundation"
      ]
    },
    {
      "id": "organisation_name",
      "label": "Business or group name",
      "type": "short_text",
      "max_length": 200
    },
    {
      "id": "contact_channel",
      "label": "How should we contact you?",
      "type": "single_choice",
      "options": [
        "Email",
        "Phone",
        "Post",
        "Please do not contact me"
      ]
    },
    {
      "id": "causes_you_care_about",
      "label": "Which causes matter most to you?",
      "type": "multi_choice",
      "options": [
        "Education",
        "Health",
        "Food support",
        "Environment",
        "Animals",
        "Arts and culture",
        "Housing",
        "Youth programmes"
      ]
    },
    {
      "id": "giving_style",
      "label": "How do you like to give?",
      "type": "single_choice",
      "options": [
        "One-time gifts",
        "Regular gifts",
        "Gifts at events",
        "Gifts of goods",
        "Gifts of time"
      ]
    },
    {
      "id": "recognition_choice",
      "label": "How would you like to be thanked?",
      "type": "single_choice",
      "options": [
        "Name in the annual report",
        "Name on a donor wall",
        "A thank you note only",
        "Please keep my gift private"
      ]
    },
    {
      "id": "in_honour_of",
      "label": "Is your gift in memory or honour of someone?",
      "type": "short_text",
      "max_length": 200
    },
    {
      "id": "how_you_heard",
      "label": "How did you hear about us?",
      "type": "single_choice",
      "options": [
        "Friend or family",
        "An event",
        "Social media",
        "News story",
        "Online search",
        "Other"
      ]
    },
    {
      "id": "wants_newsletter",
      "label": "I would like to receive your newsletter",
      "type": "checkbox"
    },
    {
      "id": "might_volunteer",
      "label": "I might be interested in volunteering",
      "type": "checkbox"
    }
  ]
}

Donor form for building real relationships