This nonprofit template includes 8 fields. Capture inquiries about legacy gifts, bequests, and planned giving. Free to customize and use on ZenBuild.
Full Name (text, required)
Email Address (email, required)
Phone Number (text, required)
Mailing Address (text, required)
Type of Gift (multiple choice, required) — options: Bequest in Will, Charitable Trust, Life Insurance Beneficiary, Retirement Account Beneficiary, Other
Additional Details (long text, optional) — Share any details about your planned gift intentions.
Would You Like to Speak With an Advisor? (multiple choice, required) — options: Yes, please contact me, No, just registering my intent
May We Recognize Your Gift? (multiple choice, required) — options: Yes, publicly, Yes, but anonymously, No
