Charity Monthly Donation Direct Debit Setup

Streamline Recurring Donations with Paperform

Setting up monthly donations shouldn't be complicated. This charity monthly donation direct debit form template makes it easy for nonprofits, charities, and fundraising organizations to collect recurring gifts while ensuring donors can claim Gift Aid and express their giving preferences.

Whether you're a small community charity, a national nonprofit, or a fundraising professional managing donor relationships, this template helps you capture all the essential information in one straightforward form. Donors can set their monthly contribution amount, choose how their donation should be allocated, complete their direct debit mandate, and sign their Gift Aid declaration—all in one seamless experience.

The form is designed to be donor-friendly and trustworthy, with clear explanations of Gift Aid benefits, secure data collection, and options for donors to learn about legacy giving opportunities. With Paperform's conditional logic, you can show Gift Aid fields only to UK taxpayers, display different allocation options based on donation amount, or customize follow-up messaging for different donor segments.

Automate your donor management with Stepper

Once a donation form is submitted, the real work begins. Connect this form to Stepper to automatically update your donor database, send personalized thank-you emails, create donor records in your CRM, notify your finance team, and trigger the appropriate direct debit collection process. You can even set up automated anniversary emails or update donors on how their monthly contributions are making a difference—all without manual data entry.

Professional forms for professional fundraising

This template is perfect for charity directors, fundraising managers, development officers, and nonprofit administrators who need a reliable, compliant way to collect recurring donations. With Paperform's SOC 2 Type II compliance and data security features, you can assure donors their sensitive banking information is protected. Plus, with custom branding options, you can make the form match your charity's identity and build trust with potential monthly supporters.

Start converting one-time donors into monthly champions with a form that makes giving easy, secure, and meaningful.