Nonprofit & NGO · Automation Kit

Donation pipeline: gift, receipt, record, tax letter.

Q: Are the tax receipts actually IRS-compliant?

The receipt template includes all required elements for IRS compliance: organization name and EIN, donation date and amount, statement of goods/services provided, and your organization's tax-exempt status. You should still have your accountant review the template for your specific situation.

Q: Can donors set up recurring donations?

Yes. The donation form includes options for one-time, monthly, quarterly, and annual recurring donations. Donors receive a reminder email before each charge and can manage their subscription through a self-service link.

Q: Does this integrate with our existing CRM?

The kit exports data in a CRM-friendly format and syncs to Google Sheets automatically. The Pro tier includes integration setup for popular nonprofit CRMs. The Done-For-You tier includes custom CRM integration for any platform.

Q: Can we customize the donation amounts?

Yes. The form includes preset donation amounts (which you can change) plus a custom amount field. You can also set up campaign-specific forms with different amount options.

Updated May 5, 2026

Nonprofits spend hours every week manually processing donations, generating receipts, updating donor records, and sending thank-you emails. Manual donation work delays receipts by days and introduces errors donors notice.

Get this kit: $79 Book a 20-minute call

What you'll receive

4 Forms
5 Emails
4 Workflows
4 Integrations
2 Extras

Plus: Embeddable donation widget code for your website (iframe or JS embed), Donor thank-you page with social sharing links after submission

Installed in your Jotform account.
You own everything. No monthly fees to me.

Kit contents

Donation & Receipt Workflow

0101: One-time donation form with preset tiers ($25/$50/$100/$250/$500) and custom amountform
0202: Recurring donation setup (monthly/quarterly/annual with Stripe subscriptions)form
0303: Tribute and memorial gift form with honoree notificationform
0404: Corporate matching gift request form with employer lookupform
0501: Instant donation confirmation with IRS-compliant tax receipt PDF attachedemail
0602: Personalized thank-you email with impact statement (e.g. 'Your $50 feeds 20 families')email
0703: Recurring donation pre-charge reminder (3 days before billing)email
0804: Failed payment notification with update-card linkemail
0905: Year-end tax summary email with cumulative giving totalemail
1001: Donation amount routing: gifts over $500 trigger Slack alert to development directorworkflow
1102: Tax receipt auto-generation: PDF receipt with EIN, date, amount, no-goods statementworkflow
1203: Donor tier classification: cumulative giving tracked in Sheets, tier auto-assigned (Bronze < $100, Silver $100-499, Gold $500-999, Platinum $1000+)workflow
1304: Failed payment retry: Stripe retry logic + email notification to donor on card declineworkflow
14Stripe (one-time + recurring payments, automatic receipt of payment events)integration
15Google Sheets (live donor database with cumulative totals and tier column)integration
16Slack (large-gift and failed-payment alerts to fundraising channel)integration
17Mailchimp or Resend (donor newsletter list sync with tier tags)integration
18Embeddable donation widget code for your website (iframe or JS embed)extra
19Donor thank-you page with social sharing links after submissionextra

System diagram

The solution

How this kit actually works.

Donation forms break in a specific way: receipts arrive late, records don't reconcile with the bank deposit, and the year-end tax letter eats someone's Saturday in January. This kit handles gift, receipt, record, and tax letter, all from one Jotform.

The flow

Form
Donation form with amount tiers
Payment
One-time or recurring
Stripe
PDF
Tax-compliant receipt generated
Email
Instant thank-you + receipt attached
CRM
Donor record updated
HubSpot / Airtable
Chat
Large-gift alert
Slack

What's included

Every piece, ready the day you buy it.

Forms

01: One-time donation form with preset tiers ($25/$50/$100/$250/$500) and custom amount
02: Recurring donation setup (monthly/quarterly/annual with Stripe subscriptions)
03: Tribute and memorial gift form with honoree notification
04: Corporate matching gift request form with employer lookup

Emails

01: Instant donation confirmation with IRS-compliant tax receipt PDF attached
02: Personalized thank-you email with impact statement (e.g. 'Your $50 feeds 20 families')
03: Recurring donation pre-charge reminder (3 days before billing)
04: Failed payment notification with update-card link
05: Year-end tax summary email with cumulative giving total

Workflows

01: Donation amount routing: gifts over $500 trigger Slack alert to development director
02: Tax receipt auto-generation: PDF receipt with EIN, date, amount, no-goods statement
03: Donor tier classification: cumulative giving tracked in Sheets, tier auto-assigned (Bronze < $100, Silver $100-499, Gold $500-999, Platinum $1000+)
04: Failed payment retry: Stripe retry logic + email notification to donor on card decline

Integrations

Stripe (one-time + recurring payments, automatic receipt of payment events)
Google Sheets (live donor database with cumulative totals and tier column)
Slack (large-gift and failed-payment alerts to fundraising channel)
Mailchimp or Resend (donor newsletter list sync with tier tags)

Extras

Embeddable donation widget code for your website (iframe or JS embed)
Donor thank-you page with social sharing links after submission

Pricing

Pick the fit. Upgrade later if you need to.

Base Kit

Ready to run, self-setup

$79

All forms, emails, and workflows
Setup documentation
30-minute video walkthrough
14-day email support

Book a call

Pro Setup

Kit + setup call + customization

$159

Everything in Base
45-minute setup call
Custom branding with your logo
Payment processor configuration
30-day email support

Book a call

Done-For-You

Full implementation by me

$399

Everything in Pro
Full custom implementation
CRM integration setup
Staff training session
60-day priority support

Book a call

Frequently asked

The questions I get before someone buys.

Are the tax receipts actually IRS-compliant?
The receipt template includes all required elements for IRS compliance: organization name and EIN, donation date and amount, statement of goods/services provided, and your organization's tax-exempt status. You should still have your accountant review the template for your specific situation.
Can donors set up recurring donations?
Yes. The donation form includes options for one-time, monthly, quarterly, and annual recurring donations. Donors receive a reminder email before each charge and can manage their subscription through a self-service link.
Does this integrate with our existing CRM?
The kit exports data in a CRM-friendly format and syncs to Google Sheets automatically. The Pro tier includes integration setup for popular nonprofit CRMs. The Done-For-You tier includes custom CRM integration for any platform.
Can we customize the donation amounts?
Yes. The form includes preset donation amounts (which you can change) plus a custom amount field. You can also set up campaign-specific forms with different amount options.

Related kits

If this one fits, these probably do too.

events

Camp Registration System

Camp registration: signup, payment, waivers, waitlists, check-in. One Jotform.

nonprofit

Volunteer Signup App & Shift Management Kit

Volunteer signup app with shift scheduling, booking reminders, waivers, and coordinator alerts. One Jotform.

Not sure if this is the right kit?

Free 20-minute call. Tell me what you're trying to do - I'll tell you if a kit fits, or if you need something custom, or if you shouldn't pay me at all.

Book a call

Loading…

Every piece, ready the day you buy it.

Forms

01: One-time donation form with preset tiers ($25/$50/$100/$250/$500) and custom amount
02: Recurring donation setup (monthly/quarterly/annual with Stripe subscriptions)
03: Tribute and memorial gift form with honoree notification
04: Corporate matching gift request form with employer lookup

Emails

01: Instant donation confirmation with IRS-compliant tax receipt PDF attached
02: Personalized thank-you email with impact statement (e.g. 'Your $50 feeds 20 families')
03: Recurring donation pre-charge reminder (3 days before billing)
04: Failed payment notification with update-card link
05: Year-end tax summary email with cumulative giving total

Workflows

01: Donation amount routing: gifts over $500 trigger Slack alert to development director
02: Tax receipt auto-generation: PDF receipt with EIN, date, amount, no-goods statement
03: Donor tier classification: cumulative giving tracked in Sheets, tier auto-assigned (Bronze < $100, Silver $100-499, Gold $500-999, Platinum $1000+)
04: Failed payment retry: Stripe retry logic + email notification to donor on card decline

Integrations

Stripe (one-time + recurring payments, automatic receipt of payment events)
Google Sheets (live donor database with cumulative totals and tier column)
Slack (large-gift and failed-payment alerts to fundraising channel)
Mailchimp or Resend (donor newsletter list sync with tier tags)

Extras

Embeddable donation widget code for your website (iframe or JS embed)
Donor thank-you page with social sharing links after submission

Pick the fit. Upgrade later if you need to.

Base Kit

Ready to run, self-setup

$79

All forms, emails, and workflows
Setup documentation
30-minute video walkthrough
14-day email support

Book a call

Pro Setup

Kit + setup call + customization

$159

Everything in Base
45-minute setup call
Custom branding with your logo
Payment processor configuration
30-day email support

Book a call

Done-For-You

Full implementation by me

$399

Everything in Pro
Full custom implementation
CRM integration setup
Staff training session
60-day priority support

Book a call

The questions I get before someone buys.

Are the tax receipts actually IRS-compliant?

The receipt template includes all required elements for IRS compliance: organization name and EIN, donation date and amount, statement of goods/services provided, and your organization's tax-exempt status. You should still have your accountant review the template for your specific situation.

Can donors set up recurring donations?

Yes. The donation form includes options for one-time, monthly, quarterly, and annual recurring donations. Donors receive a reminder email before each charge and can manage their subscription through a self-service link.

Does this integrate with our existing CRM?

The kit exports data in a CRM-friendly format and syncs to Google Sheets automatically. The Pro tier includes integration setup for popular nonprofit CRMs. The Done-For-You tier includes custom CRM integration for any platform.

Can we customize the donation amounts?

Yes. The form includes preset donation amounts (which you can change) plus a custom amount field. You can also set up campaign-specific forms with different amount options.