Client Intake

We’re honored to partner with mission-driven organizations like yours! This intake form is designed to help us understand your goals, technology needs, and how we can best serve your nonprofit.
The more detail you provide, the better we can tailor our solutions to support your mission, improve efficiency, and create lasting impact. Whether you’re just starting out or looking to grow, Ravenna is here to help you succeed every step of the way.
Please take a few moments to complete the form as thoroughly as possible. If you have any questions or prefer to fill it out with us over a call, we’re happy to help.

Organizational Information

What is the name of your organization? *

Are you a registered 501(c)(3) nonprofit? *YesNo

What is your mission statement?

What are your primary programs or services?

Contact & Team

Primary Contact Name: *

Title/Role *

Email Address

Phone

Who else should be included in project communications (e.g., board members, staff, volunteers)?

Branding & Marketing

Do you have a logo? *YesNoNeeds Update

Upload Your Logo

No file chosen

Do you have a tagline or slogan?YesNo

What is the tag line or slogan?

Do you have marketing materials (brochures, flyers, etc.)?YesNo

Do you currently have a website?YesNo

What is your URL?

Who currently manages your website?

What platform is it built on? (e.g., WordPress, Squarespace, Wix)

Technology & Infrastructure

Do you have a custom domain name (e.g., yourorganization.org)?YesNo

If yes, who is your domain registrar (e.g., GoDaddy, Google Domains)?

Do you use email addresses with your domain (e.g., info@yourorg.org)?YesNo

Do you use a business productivity suite?Google WorkspaceMicrosoft 365None YetOther

Do you currently use any of the following tools? (check all that apply)CRM (e.g., Salesforce, HubSpot, Bloomerang)Accounting software (e.g., QuickBooks, Aplos)Event management (e.g., Eventbrite, Planning Center)Volunteer management (e.g., SignUpGenius, Track It Forward)Project/task management (e.g., Trello, Asana)Email marketing (e.g., Mailchimp, Constant Contact)

Online Donations & Fundraising

Do you currently accept online donations? *YesNo

What platform do you use? (e.g., PayPal, Stripe, Donorbox, Tithe.ly)

Are donations tax-deductible for donors?YesNo

Would you like to implement or improve online donations?YesNo

Do you need recurring donation options?YesNo

Do you offer donor receipts and year-end statements?YesNo

Do you plan to run fundraising campaigns or events online?YesNo

Communication & Outreach

How do you currently communicate with your audience? (check all that apply)Email NewslettersSocial MediaBlog or News PostsPrinted Materials

Do you need help setting up or improving social media or email communications?YesNo

Security, Compliance, & Best Practices

Do you have cybersecurity measures in place (e.g., multi-factor authentication, secure passwords)?YesNoNot Sure

Do you currently back up your data regularly?YesNo

Do you have any policies in place for data privacy or technology use?YesNo

Do you need help with compliance (e.g., PCI-DSS for donations, HIPAA for client data)?YesNo

Services Needed or Interested In

Budget & Timeline

Do you have a budget range allocated for this project? *YesNoNeed Help Planning

What is your budget for this project?

What is your desired timeline or launch date? *

Final Notes

What are your biggest pain points or frustrations right now? *

What are your top 3 goals over the next 6–12 months? *

Anything else you'd like us to know?

Welcome to Ravenna Tech’s Nonprofit Intake Form

Let’s build something meaningful—together.