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Nonprofit Intake Form
"I need a Nonprofit Intake Form for our mental health charity that includes detailed safeguarding provisions and mental capacity assessments, as we'll be working with vulnerable adults starting January 2025."
1. Organization Information: Basic details about the nonprofit organization including registered charity number, legal structure, and primary mission
2. Contact Information: Primary and secondary contact details for communication including designated point person, phone, email, and address
3. Service User Details: Basic information about the individual or group seeking services including demographics and access requirements
4. Needs Assessment: Evaluation of required services or support, including specific needs, urgency, and desired outcomes
5. Privacy Notice: GDPR-compliant information about data processing, retention periods, and data subject rights
6. Consent Section: Authorization for data processing and service provision, including specific consent checkboxes as required by UK GDPR
1. Medical Information: Health details and medical history section for health-focused organizations or when medical information is relevant to service provision
2. Financial Assessment: Income and financial status evaluation section for means-tested services or financial aid programs
3. Safeguarding Information: Additional protection requirements and vulnerability assessment for organizations working with vulnerable individuals
4. Emergency Contact Details: Additional contact information for emergency situations when providing direct services to individuals
1. Service Agreement: Terms and conditions of service provision including scope, limitations, and mutual obligations
2. Privacy Policy: Detailed data protection information including processing activities, legal bases, and data sharing arrangements
3. Consent Forms: Additional specific consent forms for particular services or data processing activities
4. Supporting Documentation Checklist: Comprehensive list of required documents and evidence needed to process the intake
Authors
Service User
Personal Data
Services
Authorized Representative
Charitable Purpose
Confidential Information
Data Protection Legislation
Intake Process
Organization
Privacy Notice
Program
Safeguarding
Special Category Data
Support Services
Vulnerable Person
Consent
Emergency Contact
Needs Assessment
Referral Source
Service Agreement
Service Period
Supporting Documentation
Terms and Conditions
Contact Details
Emergency Contact Information
Medical Information
Service Requirements
Consent and Authorization
Data Protection
Confidentiality
Privacy Notice
Service User Rights
Health and Safety
Safeguarding
Risk Assessment
Financial Information
Service Provision
Communication Preferences
Access Requirements
Referral Information
Documentation Requirements
Declaration and Signature
Complaints Procedure
Equal Opportunities
Special Requirements
Release of Information
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