---
title: Charitable Donation Power of Attorney Form Template | Paperform
description: Professional power of attorney form for authorizing charitable donations, 501(c)(3) gifts, foundation establishment, and planned giving decisions. Customizable template for legal and financial professionals.
url: "https://paperform.co/templates/charitable-donation-power-of-attorney-form"
type: static
generatedAt: "2026-03-28T00:43:17.214Z"
---

[← Back to free form templates](/templates/)    ![Charitable Donation Power of Attorney Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/charitable-donation-power-of-attorney-form.png)
    [Preview](https://_preview.paperform.co/ai-template/charitable-donation-power-of-attorney-form) [Use this template for free](/create?ai-template=charitable-donation-power-of-attorney-form)    [Legal & Compliance Forms](/templates/category/legal/) [Finance](/templates/industry/finance/)[Nonprofit](/templates/industry/nonprofit/) [Consultant](/templates/role/consultant/)[Lawyer](/templates/role/lawyer/)[Accountant](/templates/role/accountant/)[Financial Advisor](/templates/role/financial-advisor/)[Nonprofit Director](/templates/role/nonprofit-director/)     About this free form template
### Authorize Charitable Giving with Legal Clarity

When planning your philanthropic legacy or managing charitable giving on behalf of someone else, a **Charitable Donation Power of Attorney** provides the legal framework to make meaningful gifts with confidence. This form template helps donors, attorneys, financial advisors, and nonprofit organizations document the authority to make charitable donations, establish foundations, and execute planned giving strategies.

#### Why Use This Charitable POA Template?

Whether you're estate planning, managing assets for an aging parent, or coordinating major gifts with nonprofit organizations, this template ensures all parties have clear legal authority. It covers 501(c)(3) gift authorization, foundation establishment decisions, and planned giving arrangements—all in one comprehensive document.

Built with Paperform, this template offers conditional logic that adapts based on the type of charitable giving authority being granted, ensuring you only see relevant questions. The professional layout works equally well for high-net-worth individuals working with wealth advisors and families coordinating philanthropic decisions.

#### Streamline Your Charitable Giving Workflow

Once submitted, this form integrates seamlessly with your existing systems. Use **Stepper** (stepper.io) to automatically route completed forms to legal review, notify relevant parties, and trigger follow-up workflows like document preparation or foundation registration. Connect to your CRM, document management system, or case management platform to maintain organized records of all charitable authorizations.

For legal and financial professionals managing multiple clients, Paperform's Agency+ features let you create branded versions of this template for each client while maintaining centralized oversight.

#### Built for Legal and Financial Professionals

This template is ideal for estate planning attorneys, wealth managers, financial advisors, trust officers, nonprofit development directors, and family office professionals who need to document charitable giving authority with precision. The form captures essential details including donor information, attorney-in-fact designation, scope of charitable authority, specific giving instructions, and required attestations.

With SOC 2 Type II compliance and robust security features, Paperform ensures sensitive financial and legal information remains protected. Submissions can be automatically converted into formal documents using **Papersign** (papersign.com) for secure electronic signatures from all required parties, creating a complete audit trail.

#### Professional Forms That Reflect Your Practice

Customize this template to match your firm's branding, add your logo, and adjust the language to align with state-specific legal requirements. The clean, professional design ensures clients feel confident throughout the authorization process, while the logical flow makes even complex planned giving decisions easy to navigate.

Start with this Charitable Donation Power of Attorney template and create legally sound documentation that honors philanthropic intentions while providing the authority needed to execute meaningful charitable gifts.
       Built for growing businesses, trusted by bigger ones.   Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.     ![Capterra - 4.8 out of 5](/images/capterra-st.jpg)
 ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg)
 ![G2 - 4.8 out of 5](/images/g2-st.jpg)
  [Try Paperform free now](/register)
## More templates like this
  [![Conservation Easement Donation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/conservation-easement-donation-form.png)

### Conservation Easement Donation Form

A comprehensive form for documenting conservation easement donations, including property details, valuation information, qualified organization verification, and tax benefit carryforward tracking for IRS compliance.](/templates/conservation-easement-donation-form/)
[![Private Foundation Excise Tax Return Organizer](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/private-foundation-excise-tax-return-organizer.png)

### Private Foundation Excise Tax Return Organizer

A comprehensive organizer for private foundations to prepare Form 990-PF excise tax returns, track investment income, calculate distribution requirements, and document compliance with self-dealing regulations.](/templates/private-foundation-excise-tax-return-organizer/)
[![Tax Power of Attorney Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/tax-power-of-attorney-form.png)

### Tax Power of Attorney Form

Grant legal authority for IRS representation, audit attendance, and tax return signing with this comprehensive tax power of attorney form.](/templates/tax-power-of-attorney-form/)
[![ABLE Account Contribution and Distribution Tracking Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/able-account-contribution-and-distribution-tracking-form.png)

### ABLE Account Contribution and Distribution Tracking Form

A comprehensive form for tracking ABLE account contributions, qualified disability expense distributions, and compliance with federal contribution limits and eligibility requirements.](/templates/able-account-contribution-and-distribution-tracking-form/)
[![ACRA Notice of Appointment of Receiver or Manager](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/acra-notice-of-appointment-of-receiver-or-manager.png)

### ACRA Notice of Appointment of Receiver or Manager

Formal notice template for notifying ACRA of a receiver or manager appointment under court order, including creditor details, asset inventory, and receiver's consent.](/templates/acra-notice-of-appointment-of-receiver-or-manager/)
[![ACRA Simplified Debt Restructuring Programme Application](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/acra-simplified-debt-restructuring-programme-application.png)

### ACRA Simplified Debt Restructuring Programme Application

A streamlined application form for micro and small companies in Singapore seeking debt restructuring under ACRA's Simplified Debt Restructuring Programme, with comprehensive creditor details and viability assessment.](/templates/acra-simplified-debt-restructuring-programme-application/)
[![AFIP Bienes Personales Annual Declaration Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/afip-bienes-personales-annual-declaration-form.png)

### AFIP Bienes Personales Annual Declaration Form

Complete AFIP personal assets (bienes personales) annual declaration form for Argentine tax residents with comprehensive worldwide asset disclosure and automatic tax calculation.](/templates/afip-bienes-personales-annual-declaration-form/)
[![AFIP Controlled Foreign Corporation Reporting Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/afip-controlled-foreign-corporation-reporting-form.png)

### AFIP Controlled Foreign Corporation Reporting Form

Report foreign corporation holdings and passive income to AFIP. Complete CFC disclosure for Argentine shareholders with foreign entities generating passive income under Argentine tax law.](/templates/afip-controlled-foreign-corporation-reporting-form/)
[![Argentina Foreign Investment Registration Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/argentina-foreign-investment-registration-form.png)

### Argentina Foreign Investment Registration Form

Complete foreign investment registration form for Argentina with Central Bank (BCRA) reporting and AFIP tax compliance documentation. Streamline regulatory filings and ensure compliance with Argentine foreign investment regulations.](/templates/argentina-foreign-investment-registration-form/)
[![Argentine Trust & Fiduciary Services AFIP Registration Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/argentine-trust-fiduciary-services-afip-registration-form.png)

### Argentine Trust & Fiduciary Services AFIP Registration Form

Complete AFIP registration for trust and fiduciary arrangements in Argentina with beneficiary disclosure and tax treatment selection.](/templates/argentine-trust-fiduciary-services-afip-registration-form/)
[![Brazilian Tax Exemption Certificate Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/brazilian-tax-exemption-certificate-request-form.png)

### Brazilian Tax Exemption Certificate Request Form

Request a tax exemption certificate for eligible Brazilian entities with CPF/CNPJ validation and supporting documentation upload.](/templates/brazilian-tax-exemption-certificate-request-form/)
[![Built-In Gains Tax Calculation for S-Corporations](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/built-in-gains-tax-calculation-for-s-corporations.png)

### Built-In Gains Tax Calculation for S-Corporations

Calculate built-in gains tax liability for S-corporations with recognition period tracking, net unrealized built-in gain computation, and automatic highest corporate rate application for accurate tax compliance.](/templates/built-in-gains-tax-calculation-for-s-corporations/)