Pledge / Commitment Card & Intent Form
A print-and-digital commitment card capturing a household's annual giving intention and recurring-gift election, used at Commitment Sunday and in the stewardship mailing.
Draft: pending review
This starter document is signed off by a CFRE reviewer before it ships. The guardrails below define that review.
What’s inside
- Annual pledge amount with per-week/month/paycheck breakdown and start date
- Recurring method election (ACH, card, envelope) with authorization and cancel-anytime notice
- Fund-designation checkboxes tied to approved funds with default-to-general statement
- Non-binding intent disclaimer and consent-to-contact fields
Legal & ethical guardrails
The sector-specific compliance points this document must honor.
- Card must state the pledge is a good-faith, non-binding statement of intent, not an enforceable contract
- Recurring authorizations require clear disclosure of amount, frequency, and an easy cancellation path (NACHA/card-network norms)
- Designations must map only to pre-approved funds; cannot promise donor control that jeopardizes deductibility
- Financial data must be stored and access-controlled per the church privacy practice
Held for professional review.
The native DOCX and full working text ship only after sign-off by a CFRE reviewer on this exact version. The summary and review requirements remain visible in the meantime.
Not legal advice. Not legal, tax, or accounting advice. The Fundraising Co. provides educational fundraising materials and is not a law firm; nothing here creates an attorney–client relationship or substitutes for advice from professionals licensed in your jurisdiction. Laws and IRS rules vary by state and change over time. Review every document with qualified counsel before use.