Non-Profit Intake Form

Organization Details

Organization Full Legal Name *

Tax ID/EIN *

State *

Legal Status *

Registration and Compliance

Is your organization registered to solicit donations in your state of operation? *YesNo

In which additional states, if any, is your organization registered to fundraise?

Please upload the most recent IRS Form 990 *

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Allowed filetypes: .jpg, .jpeg, .png, .pdf, .doc, .docx, .docm up to 8MB.

Leadership Verification

Executive Director or CEO Name *

Board of Directors Key Members *

Contact Information

Primary Contact Name *

Title/Position

Email Address *

Official Mailing Address *

Apartment/suite

City *

State/Province

ZIP / Postal Code *

Country *

Mission and Impact

What is your organization's mission statement? *

What are the primary causes or issues your nonprofit addresses? *

Can you provide 2-3 specific examples of your organization's impact? *

Fundraising

What are your organization's primary fundraising methods? *

Do you have any upcoming major fundraising campaigns or events? *

What is your average donation size? *

Donor Demographics

Who is your typical donor (age range, location, interests)? *

Do you have a significant base of recurring donors? *

Marketing

On which social media platforms is your organization active? *

Do you currently use any online fundraising tools or platforms? *

Please upload organization's logo in high-resolution format *

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Upload any promotional videos or images we can use (up to 8MB)

Drag and Drop (or) Choose Files

Partnerships

Are you currently partnered with any corporations or other nonprofits? *

Are you open to being featured in our app's promotional materials? *YesNo

How would you prefer donors to be able to give through our app (one-time, recurring, specific projects)? *

What information about your organization would you like prominently displayed to potential donors? *

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