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Charitable Request Form Template

Streamline your charitable donation application process for better tracking

If you struggle to manage charitable donations efficiently, you're not alone. This template is designed for nonprofits and businesses seeking to simplify their charitable request process, ensuring smoother interactions and tracking. Gain immediate access to organized donation information, streamline tax documentation, improve donor relationships, and enhance your organization's credibility with clear, WCAG-aligned forms. Explore how using this live template can make a difference in your charitable giving efforts.

Are you applying on behalf of an organization?
Yes
No
Organization name (if applicable)
Tax ID / EIN or charity registration number (if applicable)
Website or primary social profile
Primary contact full name
Primary contact email
Primary contact phone
City
Country
Nonprofit or organization type
Registered 501(c)(3) (US)
Registered charity (non-US)
Government or public agency
School or educational institution
Informal community group
For-profit business
Individual
Prefer not to say
Other
Please Specify:
Type of support requested
Monetary donation or grant
In-kind product donation
Gift cards or vouchers
Event sponsorship
Volunteer support
Matching gifts
Other
Please Specify:
Amount or estimated value requested (specify currency)
Brief summary of the request
Date the support is needed by
Event date (if applicable)
Is this request linked to an event?
Yes
No
Primary cause areas served
Please Specify:
Estimated number of people served
How will funds or items be used?
Expected outcomes or impact
Geographic area served
Local
Regional
National
International
Other
Please Specify:
Have we supported you or your organization before?
Yes
No
If previously supported, please share when and in what way
Recognition or benefits you can offer (if any)
Please Specify:
Can you provide official documentation upon request (e.g., tax-exempt letter, program brief)?
Yes
No
Is any portion of this request intended for political campaigning or lobbying?
Yes
No
Is any portion of this request intended for religious proselytizing?
Yes
No
I confirm the information provided is accurate to the best of my knowledge.
Yes
No
I consent to be contacted about this request.
Yes
No
Authorized signer full name
Title or role
Signature
Date
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paper art illustration representing a charitable request form template for FormCreatorAI article

When to use this form

Use this form to gather and review community requests for support from schools, nonprofits, teams, and neighbors in need. It streamlines intake for cash grants, event sponsorships, or volunteer help, so you can decide quickly and keep records clean. Ask requesters to share purpose, audience, timeline, and documentation in one place. If the ask is for donated goods rather than funds, route them to the In-kind donation form. For food program partners, you can first vet them through the Food bank registration form. When requests involve apparel or household items, you may reference the Clothing donation valuation form to set fair expectations. The result: clearer decisions, faster responses, and better impact tracking.

Must Ask Charitable Request Questions

  1. What type of support are you requesting (cash, in-kind goods, volunteer hours, or sponsorship) and what is your deadline?

    This clarifies scope and urgency so you can route requests, schedule staff, and manage budgets. If the request is for a blood drive or similar event, align intake with the Blood donation form to keep details consistent.

  2. Tell us about your organization or cause: mission, who you serve, and your nonprofit or registration status.

    Confirming eligibility and alignment with your giving policy improves fairness and compliance. It also reduces fraud and speeds up due diligence.

  3. How will the funds or items be used, and what outcomes will you track (people served, locations, dates)?

    Clear use and measurable outcomes help you estimate impact and compare requests. It also sets up simple reporting after you award support.

  4. What is the total project budget, the exact amount requested, and other confirmed or pending funding sources?

    This context prevents overfunding and shows financial need. It helps you size the award and coordinate with other donors.

  5. How will you acknowledge our support (recognition benefits, logo placement, tax receipt contact)?

    Knowing recognition and compliance details sets expectations for both sides. It makes it easier to fulfill sponsorship terms and issue receipts.

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