Competed firs questionnaire for nonprofit organization for new tax payers
Here's a sample questionnaire for a nonprofit organization to gather information from new taxpayers:
New Taxpayer Questionnaire
Introduction: Thank you for choosing to support our nonprofit organization. As a new taxpayer, we would like to gather some information from you to ensure that we accurately process your donation and provide you with the best possible experience. Please take a few minutes to complete this questionnaire.
Section 1: Donor Information
- Name: _____
- Address: _____
- City: __
- State: __
- Zip: ___
- Email: __
- Phone: __
Section 2: Donation Information
- What type of donation are you making? (Check all that apply)
- Cash
- Check
- Credit Card
- Online Donation
- Other (please specify) ___
- What is the amount of your donation? $ ___
- Is this a one-time donation or a recurring donation? (Check one)
- One-time
- Recurring (please specify frequency) ___
- Would you like to make your donation in honor or memory of someone? If so, please provide the name and relationship to the honoree/memory recipient: __
Section 3: Tax-Related Information
- Are you claiming a tax deduction for your donation? (Check one)
- Yes
- No
- If yes, please provide your Employer Identification Number (EIN) or Social Security Number: __
- Are you a business or individual making this donation? (Check one)
- Business
- Individual
- Do you have any documentation (e.g. receipt, bank statement) to support your donation? If so, please attach a copy to this questionnaire.
Section 4: Additional Information
- How did you hear about our organization? (Check all that apply)
- Social Media
- Friend/Family Member
- Online Search
- Other (please specify) ___
- Are you interested in receiving updates from our organization? (Check one)
- Yes
- No
- Do you have any special requests or comments about your donation? __
Section 5: Signature
I hereby certify that the information provided is accurate and complete to the best of my knowledge. I understand that this questionnaire is for the purpose of processing my donation and providing me with information about my donation.
Signature: __ Date: ___
Note: This is just a sample questionnaire and may need to be modified to fit the specific needs of your nonprofit organization. It's also a good idea to have a lawyer review the questionnaire to ensure that it complies with all applicable laws and regulations.