Nonprofit Donation Management Software Request Form

Donation Management Software for Nonprofits: Simplify Fundraising & Donor Relations

Running a nonprofit means juggling countless responsibilities—from mission delivery to donor stewardship to compliance reporting. When your donation management system involves spreadsheets, manual receipts, and disconnected tools, you're not just losing time; you're potentially losing donors and revenue too.

This Nonprofit Donation Management Software Request Form template helps nonprofit organizations, development teams, and fundraising professionals evaluate, request, and implement the right donation management solution for their needs. Whether you're a small grassroots organization processing your first major gifts or an established nonprofit ready to scale your fundraising operations, this form captures the essential requirements for a comprehensive donor management system.

Why Nonprofits Need Dedicated Donation Management Software

Modern donors expect seamless giving experiences—mobile-friendly donation pages, instant tax receipts, and the ability to set up recurring gifts in seconds. Meanwhile, your team needs robust tools to segment donors, track campaign performance, identify major gift prospects, and generate year-end reports for your board.

A purpose-built donation management system brings together donor databases, payment processing, campaign tracking, and compliance automation in one platform. This means:

• Centralized donor records with complete giving history, contact preferences, and engagement data
• Automated recurring gift processing that reduces administrative burden and increases donor retention
• Campaign-specific tracking so you know exactly which appeals, events, or channels drive the most support
• Instant tax receipt generation that keeps you compliant and donors happy
• Integration capabilities with your email marketing, accounting software, and volunteer management tools

What This Form Template Helps You Accomplish

This Paperform template walks you through the critical questions your nonprofit needs to answer before selecting donation management software:

Current State Assessment: Document your existing donation processes, pain points, and systems. Understanding where you are helps vendors recommend the right fit and implementation approach.

Donor Database Requirements: Specify how many donor records you manage, what data fields matter most, and what segmentation capabilities you need for targeted communications and appeals.

Payment & Processing Needs: Define which payment methods you want to accept (credit cards, ACH, PayPal, Venmo, crypto), whether you need international currency support, and your recurring gift volume projections.

Campaign & Fundraising Features: Outline your fundraising calendar, campaign types (annual fund, peer-to-peer, events, major gifts), and the reporting dashboards your development team relies on.

Compliance & Tax Receipting: Ensure your software can handle IRS requirements, Canadian tax regulations, or other jurisdictional needs, including automated acknowledgment letters and year-end statements.

Integration & Workflow Automation: Identify which tools need to sync with your donation platform—your website, email service, accounting software, volunteer database, grant management system, or board reporting tools.

How Paperform + Stepper Supercharge Nonprofit Operations

While this form helps you request the right donation management software, Paperform itself can become a critical part of your nonprofit's digital infrastructure:

Custom donation forms built in Paperform can match your brand, include conditional gift designations, offer tribute gifts, and process payments through Stripe, PayPal, or Square—all without touching code.

Event registration with integrated payments lets you manage galas, walks, auctions, and volunteer sign-ups with custom ticketing, sponsorship levels, and automatic confirmation emails.

Grant application forms that route submissions to review committees, collect eSignatures via Papersign, and trigger approval workflows.

And when you connect Paperform to Stepper, you unlock powerful workflow automation:

• Route new major gift submissions to your development director with Slack notifications
• Update your donor CRM (like Salesforce, HubSpot, or Bloomerang) automatically when someone upgrades their recurring gift
• Generate custom thank-you letters and tax receipts as PDFs, then email or archive them
• Trigger multi-step board approval processes for large donations or restricted gifts
• Sync volunteer applications between your donation platform and volunteer scheduling tools

Stepper's AI-native workflow builder means your small nonprofit team can build sophisticated automation without hiring developers—keeping donors engaged and your operations efficient.

Who Should Use This Template

This form is designed for:

• Nonprofit Executive Directors & Development Directors evaluating software options for upcoming budgets
• Fundraising Managers who need to document requirements and get buy-in from leadership
• Nonprofit IT Coordinators responsible for vetting vendors, security, and integration feasibility
• Board Members on finance or development committees assessing technology investments
• Consultants & Advisors helping nonprofits modernize their fundraising operations

Built for Nonprofit Workflows, Backed by Enterprise Security

Nonprofits handle sensitive donor information—financial data, contact details, giving history, and sometimes health or personal details tied to program services. Paperform takes data security seriously with SOC 2 Type II compliance, GDPR readiness, data residency controls, and role-based permissions, so you can confidently collect and store donor information while meeting your compliance obligations.

Plus, with Paperform's Agency+ plans, nonprofit consultants and service providers can manage multiple client organizations under one account—streamlining how you support a portfolio of nonprofits with templated forms, shared branding, and centralized billing.

Getting Started

Customize this template to reflect your nonprofit's unique needs—add questions about volunteer integration if you run programs, include event management requirements if fundraising galas are critical, or expand the reporting section if board dashboards drive your decision-making.

Once you've gathered your requirements, you can share this form internally to build consensus, send it to software vendors for tailored demos, or use it as the foundation for an RFP process.

Ready to modernize your nonprofit's donation management? Paperform makes it simple to start—no coding, no complexity, just powerful forms and workflows that help you raise more, thank better, and focus on your mission.

Trusted by over 500,000 teams worldwide and featuring 30,000+ designer form templates, Paperform is the flexible, secure platform nonprofits rely on to streamline fundraising, onboarding, events, and everyday operations.