The fundraising industry can use online forms whenever they need to collect data from their stakeholders, including donors, volunteers, and event attendees. They can use online forms on their website, social media platforms, email campaigns, and even on mobile devices. MakeForms offers form designs, share and embed options, and verified submissions, which can help your organization fundraise by sharing online forms easily and ensuring that the data collected is genuine.

Using MakeForms for your next fundraising

MakeForms offers a range of form fields, conditional logic, and workflows that can help the fundraising industry create customized and relevant online forms for their stakeholders.

7 Tips for Creating Effective Online Forms in the Fundraising Industry using MakeForms:


Keep it simple:

Avoid including too many fields in your form, as it can overwhelm users and deter them from completing it. Use MakeForms’ One At A Time or Step Forms format to break long forms into multiple steps.


With MakeForms users can share their forms with team members and collaborate by providing access and permissions to edit or view the form. They can also see a revision history of the form and can revert back to an older version if necessary.

Use conditional logic:

With MakeForms’ Conditional Logic feature, you can show or hide fields based on user input, making your form more intuitive and relevant to the user.

Custom branding:

Use MakeForms’ Custom Branding feature to match your form’s design with your organization’s branding, giving it a more professional look and feel.


Use MakeForms’ Verified Submissions feature to ensure that responses are authentic and not generated by bots or spam.

Mobile optimization:

MakeForms’ Form Designs are optimized for mobile devices, but you should still test your form on various devices to ensure it is user-friendly on all screens.

The types of questions to include in a form for the Fundraising Industry. 

  • Basic information about the applicant or organization (name, address, contact information, etc.)
  • Details about the fundraising project or proposal (purpose, goals, timeline, etc.)
  • Financial information (budget, funding sources, expected revenue, etc.)
  • Target audience and marketing strategy (demographics, channels, messaging, etc.)
  • Management and team structure (leadership roles, responsibilities, qualifications, etc.)
  • Impact and evaluation metrics (measurable outcomes, indicators, benchmarks, etc.)
  • Legal and compliance requirements (licenses, certifications, policies, etc.)
  • Feedback and engagement opportunities (survey questions, volunteer sign-up, donation options, etc.)

10 Types of Fundraising Forms

Investor Pitch Deck

A presentation that provides a high-level overview of the company and its potential, used to secure initial investor interest.

Executive Summary

A concise summary of the company’s business plan, used to provide potential investors with a quick overview of the opportunity.

Due Diligence Checklist

A list of questions and documents required by investors to assess the viability and risks associated with the investment.

Term Sheet

A non-binding agreement outlining the terms and conditions of an investment, including valuation, funding amount, and equity stake.

Subscription Agreement

A legally binding agreement between the company and investors outlining the terms and conditions of the investment, including any warranties or representations made by the company.

Grant Application

A form used to apply for grants or other funding opportunities from government or non-profit organizations.

Scholarship Application

A form used to apply for scholarships or other educational funding opportunities.

Impact Reporting

A form used to report on the impact of a company’s activities, often required by investors or other stakeholders.

Board Meeting Minutes

A record of the discussions and decisions made at a board meeting, used to ensure compliance and transparency.

Exit Survey

A form used to gather feedback from investors or other stakeholders after a company has been acquired or gone public, to assess the effectiveness of the fundraising process.

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