Salesforce For Fundraising in the Nonprofit Industry
Hawk-eye editor with a passion for trailblazing Salesforce experiences.
Salesforce Donations & Fundraising: Going Digital
Do you need Salesforce forms to call for volunteers, raise funds, accept donations and manage the data collection process efficiently?
Is your Nonprofit organization gaining the benefits of technology, or are you too afraid to take the digital leap?
If not, it’s time you did!
No red tape, no extra steps, no paperwork—just a straightforward transaction.
Take your Nonprofit to the next level in fundraising, management, marketing, and more with Salesforce forms that work for you.
Agile Forms & Donation Forms for Nonprofits
Did you know as a Nonprofit organization you can take advantage of the full range of Salesforce solutions and forms too?
Salesforce for Nonprofit helps you to extend your helping hand through digital reach, enabling you to do more for those in need worldwide.
With Salesforce Cloud fundraising, you can connect effortlessly and seamlessly with your donors, this feature provides a holistic view of your donors and supporters, helping you manage and run your fundraising projects.
Take your organization to the next level of success with Salesforce – the #1 CRM tool.
Creating Salesforce Forms is Just a Click Away
Titan offers a dynamic, code-free Salesforce form creator that lets you spend less time on paperwork and more on helping people in need. This enables you to start using Salesforce for fundraising and donations.
Use drag and drop tools to create interactive, dynamic forms for Salesforce to better understand your community’s needs, encourage volunteer sign-ups, handle donor registrations, and much more.
By having Salesforce data at your fingertips, you can more easily gather information about a donor’s preferences, and create customized reports and dashboards that allow you to be strategic and targeted in your fundraising methods.
Your time is valuable, let us do the work for you.
Get started by learning how Titan can cater to your Nonprofit organization’s needs by checking out these top 20 Forms to help you build forms with confidence and perfection.
Let’s get straight to it!
20 Salesforce Donation Forms for Nonprofits that make a Difference
1. Volunteer Application Forms
Who fills these in, and why?
Nonprofits need volunteers, but recruiting them is not an easy task. Volunteer application forms are not only necessary to collate information but also help to vet new volunteers. The volunteer fills in their basic information. This information can then be used to screen and identify the best volunteer applicants.
100% Fine-Tuned for Salesforce
With Titan, you can easily Integrate your volunteer application form directly from Salesforce using our simple drag-and-drop feature. Since these forms contain personal information, we ensure there is a record of this data stored securely in Salesforce.
2. Volunteer Registration Form
Who fills these in, and why?
Need an easier way to coordinate the number of volunteers that have been selected for your nonprofit organization? Volunteers, by completing the registration form accept that they will adhere to the nonprofit organization’s protocols.
100% Fine-Tuned for Salesforce
Our Salesforce forms for registration are designed to choose the volunteer you are looking for and make more impact. Once the volunteer’s information is populated onto the registration form, it is then integrated with relevant Salesforce records in live time, for a complete view of all your volunteers.
3. Volunteer Consent Form
Who fills these in, and why?
Volunteers fill out a consent form which is used to obtain permission from them for any community initiatives, fundraiser, or charity event you want to include them in, and that they are aware in terms of privacy laws their personal information is collected and recorded safely and securely.
100% Fine-Tuned for Salesforce
Our consent forms collect the volunteer’s personal information and allow total flexibility in the form creation, together with a signature field, with no layout restrictions. Titan has a nifty secure way of verifying users via 2FA. Once the forms are filled in, the consent is sent back to Salesforce, where it can be stored securely for future use.
4. Community Service Volunteer Form
Who fills these in, and why?
People who wish to volunteer their time once off, either at a soup kitchen, reading to the elderly, knitting for newborn babies, etc. fill out the community service volunteer form to provide information on the service and hours that they can provide. These forms are great for students who wish to fill in hours for community service to add to their college applications.
100% Fine-Tuned for Salesforce
Our Salesforce forms for community service can be filled out easily on any device using Titan’s form builder for Salesforce. They are pre-populated, and 100% integrated with Salesforce so that the data can be stored for future use.
5. Volunteer Expense Claim Form
Who fills these in, and why?
Volunteers fill in an expense claim form to keep detailed records of expenses incurred, which may include travel. These forms are essential to keep track of expenses for budget and tax purposes.
100% Fine-Tuned for Salesforce
All the details in the volunteer expense form are pre-filled with the necessary data. Once complete, this information is sent to Salesforce, making it simple to track and build your expenses report.
6. Track Your Hours Form
Who fills these in, and why?
Volunteers fill in these forms to track the hours spent volunteering for a Nonprofit organization. They can readily see how much time they’re putting into different projects. These voluntary hours make a difference in your college and job applications.
100% Fine-Tuned for Salesforce
Our track your hours form will help you keep track of the volunteer’s hours, just select the template you require, enter the details and that is it. Titan makes it easy to track time, so you get access to data without having to fill in paperwork, 100% integrating with Salesforce.
7. Donation Request Form
Who fills these in, and why?
As a Nonprofit organization, donations are key to keeping your doors open. This donation request form can be sent out to donors requesting a donation in either cash or kind for a specific fundraiser or event.
100% Fine-Tuned for Salesforce
With Titan, your organization can generate customized donation request forms perfectly to suit your needs – no code is required. You can also notify multiple recipients, use file uploads, add payment buttons, and so much more with the Titan’s form builder.
8. Donation Tracking Form
Who fills these in, and why?
Nonprofits can effortlessly track donations and charitable gifts throughout the year with this donation tracking form. Say goodbye to manual spreadsheets and say hello to sync and simplicity with Titan Forms and Salesforce.
100% Fine-Tuned for Salesforce
Customize this donation tracking form – no coding required! You even have the option to view and track the number of forms that were sent out directly in Salesforce. Titan makes it easy to manage and track donations being received.
9. Donation Receipt Form
Who fills these in, and why?
Your donors are going to expect a donations receipt for any sizable donation that they make, this form helps you keep track of their donations and enables you to see how much each donor contributed to your organization.
100% Fine-Tuned for Salesforce
We can help you with the creation of a donation receipt form so you can easily send a receipt to all of your donors. Easily drag and drop form fields; the receipt is then converted into a personalized PDF receipt that can be emailed to your donor.
10. Grant Application Tracking Form
Who fills these in, and why?
Keeping track of your vital documents such as grant applications can become a cumbersome task, Nonprofits can now access the grant application tracking form with ease, allowing you to free up time to focus on other deadlines.
100% Fine-Tuned for Salesforce
You can manage the grant application status with our tracking form which comes with pre-set column types and options to filter and search through data, in just a couple of clicks.
11. Corporate Sponsorship Request Form
Who fills these in, and why?
Nonprofit organizations can fill in the corporate sponsorship request form to secure funding from top corporates. The forms will contain fields that need to be populated with information such as company name, contact person, and funding requirements.
100% Fine-Tuned for Salesforce
Our Salesforce Forms for corporate sponsorship come pre-filled and customized to each company. The data required is pulled from Salesforce, saving you time to type out each form manually. Once complete, the form is pushed back into Salesforce.
12. Fundraiser / Event Planning Form
Who fills these in, and why?
Planning a fundraiser is no walk in the park – tons of paperwork, numerous emails, and telephone calls can add to the organizer’s stress levels. This fundraiser/event planning form can be used by Nonprofit organizations to plan their fundraiser/event seamlessly.
100% Fine-Tuned for Salesforce
Without any coding, Titan’s fundraiser/event planning forms come personalized to each fundraising event that you plan. Once they are filled in, the data is integrated with Salesforce, making it easy to invite, track attendance and follow up – you can even share the form with other volunteers by using an email link.
13. Funding Tracker Form
Who Fills these in, and why?
A funding tracker form is a vital document for any Salesforce fundraising event – it helps you to keep track of all the monies that come in for a particular fundraiser that your organization hosts. Raising money for any fundraiser can be a daunting task. Envisaging a goal and benchmarks for success on the amount that you wish to achieve can keep you on track and motivated.
100% Fine-Tuned for Salesforce
Titan provides an easy-to-use template for anyone in your organization who needs to track progress toward a fundraising goal. Add a payment integration to your form so it can collect the donations. Define it as a single or recurring payment and choose the payment service. Use our funding tracker to plan, budget, and achieve your next fundraiser goals.
14. Fundraiser Pledge Form
Who Fills these in, and why?
Remember paper pledge forms sent around during a fancy fundraising dinner? Many Nonprofits have used them during fundraisers. Not anymore, donors can now fill in these pre-formatted fundraiser pledge forms before or during a fundraising event. The information included within the fundraiser pledge form includes a donor’s name, address, and any other contact information, along with the amount they have pledged to donate.
100% Fine-Tuned for Salesforce
Our Salesforce forms for fundraiser pledges are customized for your Nonprofit organization. Once the donor fills in the online form, the pledge form is sent to Salesforce to be tracked and managed. Add a payment integration to your form so it can collect the donations. Define it as a single or recurring payment and choose the payment service.
15. Pledge Your Amount Form
Who Fills these in, and why?
Pledge your amount forms are filled in by donors anytime, anywhere – they are not for any specific fundraiser. Donors fill out their personal information, contact information, and donation amount on the pledge your amount form.
100% Fine-Tuned for Salesforce
With Titan, your amount forms are fully Salesforce integrated, so Nonprofit organizations can get all relevant information on their donors for future use, saving them time and making it easier for donors to pledge online.
16. Fundraiser Sponsorship Form
Who Fills these in, and why?
Are you looking to start a fundraiser and require sponsorship from small or large businesses? Luckily, we have an impressive fundraiser sponsorship form, all you have to do is send it out to potential sponsors. The fundraiser sponsorship forms outline why they would want to support your cause.
100% Fine-Tuned for Salesforce
With Titan, the fundraiser sponsorship form is pre-populated with all necessary information, without having to type out this data on each form. All the data is fully integrated with Salesforce, making it easy to track and manage – saving you time to help you raise more money for a worthy cause.
17. Community Service Request Form
Who Fills these in, and why?
When a Nonprofit organization is looking for volunteers to share some skills, or give some hours to a community project, the community service request form makes life simpler. Volunteers fill in their information, such as their skill set, and the hours they can spend on a community project. They are perfect for students who need to fill up their community service hours.
100% Fine-Tuned for Salesforce
Titan’s community service request forms come customized to your Nonprofit organization’s community events. These forms are automatically generated and pre-populated with Salesforce data from previous volunteer information. Volunteers can fill out the forms easily – no code required.
18. Gratitude Letter
Who fills these in, and why?
A simple thank you goes a long way for a Nonprofit organization. It shows donors and sponsors that their contribution regardless of the amount is much appreciated. These gratitude letters do just that.
100% Fine-Tuned for Salesforce
Celebrate your donor’s loyalty and commitment by using our easy-to-complete gratitude letter templates. Integrate your form with your Salesforce account so all the data regarding your donors are synced.
19. Indemnity Form
Who fills these in, and why?
Have you ever signed an indemnity form? Nonprofit indemnity forms are filled in by volunteers to indemnify the Nonprofit from any risk or harm, and they acknowledge that any participation in any fundraising event is undertaken at their own risk.
100% Fine-Tuned for Salesforce
Looking to protect your Nonprofit organization from potential legal action? Titan has the solution for you, our indemnity forms are automatically generated and come pre-populated. With seamless Salesforce integration, on submission, the record goes back into Salesforce, where you can track and manage the process.
20. Parental Consent Form
Who fills these in, and why?
The parental consent form is required by Nonprofit organizations when activities for children and young people are provided, and parents or guardians give consent for their child/ren to participate in events planned by the Nonprofit organization.
100% Fine-Tuned for Salesforce
Our Salesforce web forms for parental consent needs are easily customizable to fit your fundraising campaign. Parents can fill in and sign the pre-populated form, from any device. All data is 100% Salesforce integrated, without the parent or the organizer having any knowledge of code.
Salesforce Forms: Next Steps for Using Titan
We have the best software and experience to ensure that the digital transformation of your organization is successful because we don’t have a one-size-fits-all approach.
Titan – moving towards excellence and perfection, we enable the digital dream.
Interested in learning more about how Titan can help your organization evolve? This awesome webinar on No Code for Nonprofits/ The Special Partnership between Titan & Value Stream Webinar has you covered.
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