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

  1. Name: _____
  2. Address: _____
  3. City: __
  4. State: __
  5. Zip: ___
  6. Email: __
  7. Phone: __

Section 2: Donation Information

  1. What type of donation are you making? (Check all that apply)
    • Cash
    • Check
    • Credit Card
    • Online Donation
    • Other (please specify) ___
  2. What is the amount of your donation? $ ___
  3. Is this a one-time donation or a recurring donation? (Check one)
    • One-time
    • Recurring (please specify frequency) ___
  4. 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

  1. Are you claiming a tax deduction for your donation? (Check one)
    • Yes
    • No
  2. If yes, please provide your Employer Identification Number (EIN) or Social Security Number: __
  3. Are you a business or individual making this donation? (Check one)
    • Business
    • Individual
  4. 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

  1. How did you hear about our organization? (Check all that apply)
    • Social Media
    • Email
    • Friend/Family Member
    • Online Search
    • Other (please specify) ___
  2. Are you interested in receiving updates from our organization? (Check one)
    • Yes
    • No
  3. 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.