Automate your entire donation pipeline - from gift to tax receipt
Nonprofits spend hours every week manually processing donations, generating receipts, updating donor records, and sending thank-you emails. This manual work takes time away from your mission and leads to errors that frustrate donors.
- 4 Forms
- 5 Emails
- 4 Workflows
- 3 Integrations
- 3 Extras
Plus: Donation tracking dashboard, Donor leaderboard for campaigns, Embeddable donation widget for your website
Installed in your Jotform account.
You own everything. No monthly fees to me.
How this kit actually works.
A complete donation automation system that handles the entire pipeline. Donors submit a form, payment is processed, a tax-compliant receipt is generated and emailed instantly, donor records are updated automatically, and follow-up thank-you sequences run on autopilot. Built on Jotform by an engineer who understands both the tech and the nonprofit workflow.
- 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
Every piece, ready the day you buy it.
Forms
- Donation form with one-time and recurring options
- Donor information collection form
- Corporate matching gift request form
- Year-end giving campaign landing form
Emails
- Instant donation confirmation with tax receipt
- Thank-you email with impact statement
- Recurring donation reminder (before charge)
- Year-end tax summary email
- Lapsed donor re-engagement email
Workflows
- Automatic tax receipt generation (IRS-compliant format)
- Donor tier classification (based on cumulative giving)
- Recurring donation management and reminders
- Failed payment retry notification
Integrations
- Payment processing (Stripe/PayPal)
- Google Sheets donor database sync
- CRM integration-ready data format
Extras
- Donation tracking dashboard
- Donor leaderboard for campaigns
- Embeddable donation widget for your website
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
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
Done-For-You
Full implementation by me
$399
- Everything in Pro
- Full custom implementation
- CRM integration setup
- Staff training session
- 60-day priority support
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.
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.