Giving Preferences & Stewardship — Update / setup form (auth-only) for Non-Profit. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

Your preferences for gifts, designations, and how we steward your generosity — references only, never account or card numbers.

What it collects (by section):

• How you give — Gift Type Preferences (nonprofit) [multi-select: Online/credit card / ACH/Bank / Check / Cash / Stock/DTC / …]; Recurring Gift Preference [dropdown: No / Monthly / Quarterly / Annually / Considering]; Recurring Gift Start Date [date].
• Pledges & designations — Pledge Amount (current) [number]; Pledge Schedule (nonprofit) [dropdown: Monthly / Quarterly / Semiannual / Annual / Custom]; Gift Designation Preference [short text]; Gift Restriction Notes [long text].
• Stewardship & impact — Stewardship Tier (nonprofit) [dropdown: General / Sustainer / Leadership / Major gift / Principal]; Donor Lifecycle Segment (nonprofit) [dropdown: Prospect / First-time donor / Repeat donor / Lapsed / Reactivated / …]; Impact Report Frequency (nonprofit) [dropdown: Per gift / Quarterly / Semiannual / Annual / On request].

Form type: Update / setup (up), auth-only. Niche: Non-Profit. Deployment: embed.

Best for / surface when: Non-Profit client workflow — giving preferences & stewardship.