Major Gift Conversation Request

Major Gift Conversation Request — Form Fields

This nonprofit template includes 7 fields. Allow prospective major donors to request a meeting with your development team to discuss significant planned or major gifts. Free to customize and use on ZenBuild.

• Full Name (text, required)
• Email Address (email, required)
• Phone Number (text, optional)
• Type of Gift You Are Considering (dropdown selection, optional) — options: Major outright gift, Planned gift / bequest, Named endowment, Charitable annuity or trust, Not sure — I'd like to learn more
• Preferred Meeting Format (dropdown selection, required) — options: Phone call, Video call, In-person meeting
• What inspired your interest in supporting our mission? (long text, optional)
• Best Time to Reach You (text, optional)