Personal Trainer Client Intake and Liability Form

Nonprofit Fundraising Intake Form
Thank you for choosing Konfide in K LLC to support your mission! Please complete this intake form so we can design a fundraising campaign tailored to your organization.
Section 1: Nonprofit Information
Organization Name
EIN (Tax ID)
Organization Website
Primary Contact Name

First NameLast Name
Title/ Role
Email*

Confirmation Emailexample@example.com
Phone Number*

Area CodePhone Number
What is the best way to contact you?*

Phone callEmailTextMessengerOther
Section 2: Fundraising Goals
What is your fundraising goal?*
What will funds be used for?*
When would you like your campaign to start?*

MonthDayYear
Date
When would you like your campaign to end?*

MonthDayYear
Date
Section 3: Campaign Type
Which fundraising services are you interested in?*

Street Team Fundraising (in-store/community tabling)Digital Campaign (social media, email, online donations)Small Event Support (banquet, drive, raffle, luncheon)Custom Large-Scale Event (gala, walkathon, dinner)Sponsorship Outreach (business partnerships)
Do you already have a donation link or QR code set up?*

YesNo
Section 4: Logistics & Support
Do you have volunteers or staff who will help with the fundraiser?

YesNo
What locations/ venues are you considering? Enter none if none.*
Do you already have sponsorship partners?

YesNo
Section 5: Budget & Packages
Packages & Pricing
Starter Campaign
Best for nonprofits with goals up to $10,000

Fundraising representative (4 weeks)
2–3 store locations approved & scheduled
Branded signage (QR codes, flyers)
Weekly donation reports
Final impact summary

Momentum Campaign

Best for nonprofits with goals $10k–$25k

Fundraising representative
3–5 store locations rotated (6 weeks)
Digital push: 10 social posts + donor email template
Weekly updates to the nonprofit
Final fundraising report and recommendations

Impact Builder Package
Best for nonprofits with goals $25k–$50k

1–2 fundraising reps (6–8 weeks)
Storefront fundraising and digital campaign
1 small event (banquet, drive, or community gathering)
Sponsorship outreach (25–50 local businesses)
Media kit (press release + local media contacts)
Final detailed report

Custom Large-Scale Campaigns
For nonprofits aiming $50k+

Tailored fundraising strategy
Multi-location street teams
Large-scale event (gala, dinner, or walkathon)
Corporate sponsor outreach
Full event-day production + media coverage
Comprehensive fundraising report

Our Process
Discover – We meet to understand your goals and timeline.
Design – We create a customized fundraising plan.
Approvals – You sign off on strategy, venues, and stores.
Launch – Street teams, events, or campaigns go live.
Report – We deliver weekly updates + final impact report.

Transparency & Trust
Your donors deserve to know their gifts are safe. With Konfide in K:

Donations go directly to your nonprofit account (via QR code, link, or cash box managed by you).
We never touch donation money.
You only pay a clear, upfront service fee for our support.
Which package are you most interested in?

Starter CampaignMomentum CampaignImpact BuilderCustom Large-Scale EventNot Sure yet, I'd like recommendations
Do you have a budget set aside for campaign expenses (venue, catering, materials)

YesNo
Section 6: Final Notes
Is there anything else we should know about your organization or this fundraiser?
Section 7: Intake Form Agreement
By submitting this intake form, I confirm that:

I am an authorized representative of my organization.
All donations raised during fundraising activities will go directly to my nonprofit’s official account (via our donation link, QR code, or collection box).
Konfide in K LLC does not handle donor money and will provide services only.
Konfide in K LLC charges service fees separately, which will be explained in detail during the discovery call and confirmed in a written proposal before any campaign begins.
This intake form is the first step in starting the conversation. Final terms will be outlined in a formal agreement if we decide to move forward.
I agree to the above terms and conditions!*

YesNo
Client Signature*

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Today's Date*

MonthDayYear
Date
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Nonprofit Fundraising Intake Form

Thank you for choosing Konfide in K LLC to support your mission! Please complete this intake form so we can design a fundraising campaign tailored to your organization.

Section 1: Nonprofit Information

Section 2: Fundraising Goals

Section 3: Campaign Type

Section 4: Logistics & Support

Section 5: Budget & Packages

Section 6: Final Notes

Section 7: Intake Form Agreement