Nonprofit Donor Information Access Request Form

Nonprofit Donor Information Access Request Form

Managing donor relationships requires transparency and trust. This Nonprofit Donor Information Access Request Form template helps your organization handle data access requests efficiently while maintaining compliance with privacy regulations and building stronger donor relationships.

Why Nonprofits Need a Donor Data Access Request Form

Modern donors expect transparency about how their information is used and stored. Whether they're requesting contribution history for tax purposes, updating communication preferences, or exercising their privacy rights, having a streamlined process shows your commitment to ethical data stewardship.

This form template enables donors to:

• Request access to their complete contribution history
• View and update communication preferences
• Download their personal data
• Request corrections to their information
• Understand how their data is protected

How This Template Supports Nonprofit Operations

Built specifically for nonprofit organizations, charitable foundations, and fundraising teams, this template helps you:

Ensure Compliance: Meet GDPR, CCPA, and other privacy regulation requirements with proper acknowledgments and audit trails. Your development team can track every access request with timestamps and submission records.

Save Administrative Time: Instead of handling donor data requests through scattered emails and phone calls, centralize everything in one secure form. Conditional logic routes requests to the right team members based on request type.

Build Donor Trust: Demonstrate your commitment to transparency and data protection. When donors see you take their privacy seriously, they're more likely to remain engaged long-term.

Integrate Your Tech Stack: Connect this form with your donor management system (Bloomerang, DonorPerfect, Little Green Light) or CRM using native integrations or Stepper workflows. Automatically log requests, update records, and trigger follow-up actions without manual data entry.

Automate Your Donor Data Workflows

For nonprofits managing hundreds or thousands of donor records, automation is essential. Use Stepper to:

• Route access requests to development coordinators based on donor segment or giving level
• Automatically generate contribution history reports from your database
• Update donor communication preferences across multiple platforms
• Send confirmation emails with tracking information
• Create compliance audit trails for privacy officers

Perfect for Development and Fundraising Teams

This template serves nonprofit professionals including:

• Development Directors managing donor relationships and major gifts
• Fundraising Coordinators maintaining accurate donor records
• Compliance Officers ensuring privacy regulation adherence
• Nonprofit Administrators streamlining operational efficiency
• Volunteer Coordinators handling supporter data responsibly

With Paperform's SOC 2 Type II compliance and robust security features, you can confidently collect sensitive donor information knowing it's protected. The form works seamlessly on any device, so donors can submit requests from anywhere.

Start with this template, customize the fields to match your organization's specific data policies, and create a professional donor experience that reinforces trust and transparency.