Nonprofit Intake Form Template for England and Wales

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Nonprofit Intake Form

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

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."

Document background
The Nonprofit Intake Form is a crucial document for charitable organizations operating in England and Wales, designed to streamline the process of accepting new service users while ensuring compliance with relevant legislation. This document type is essential for gathering comprehensive information about beneficiaries, assessing their needs, and maintaining proper records as required by the Charity Commission. The form typically includes sections for personal information, service requirements, consent declarations, and any specific details relevant to the organization's charitable purposes. It serves as both a legal record and a practical tool for service delivery.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant Industries
Relevant Teams
Relevant Roles
Industries

Charities Act 2011: Primary legislation governing the operation and regulation of charities in England and Wales, including registration requirements, trustee duties, and charitable purposes

Companies Act 2006: Relevant for nonprofits registered as companies limited by guarantee, covering corporate governance, director duties, and organizational structure

Data Protection Act 2018 and UK GDPR: Legal framework for handling personal data, ensuring privacy rights and proper data management in nonprofit operations

Charity Commission Regulations: Regulatory guidelines and requirements set by the official regulator of charities in England and Wales

Fundraising Regulator Requirements: Standards and guidelines for charitable fundraising activities and donor relations

HMRC Regulations: Tax-related requirements including Gift Aid schemes, tax exemptions, and financial reporting for charitable organizations

Equality Act 2010: Legislation ensuring non-discrimination and equal treatment in service provision and employment

Safeguarding Legislation: Legal requirements for protecting vulnerable individuals who may interact with the nonprofit

Mental Capacity Act 2005: Framework for making decisions on behalf of individuals who may lack capacity to make their own decisions

Public Benefit Requirement: Legal requirement for charities to demonstrate their activities benefit the public

Annual Reporting Requirements: Obligations for regular financial and operational reporting to the Charity Commission and other relevant authorities

Financial Record-Keeping Requirements: Standards and obligations for maintaining accurate financial records and accounts

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Therapy Intake Form

find out more

Spray Tan Intake Form

find out more

Real Estate Lead Intake Form

find out more

Real Estate Client Intake Form

find out more

Program Intake Form

find out more

Potential Client Intake Form

find out more

Phone Intake Form

find out more

New Client Intake Form Law Firm

find out more

New Client Intake Form

find out more

Marketing Client Intake Form

find out more

Intake Referral Form

find out more

Initial Intake Form

find out more

Client Intake Assessment Form

find out more

Client Assessment Form Counselling

find out more

Cavitation Intake Form

find out more

Business Client Intake Form

find out more

Aromatherapy Client Intake Form

find out more

Nonprofit Client Intake Form

A standardized form used by nonprofits in England and Wales to collect client information and service requirements while maintaining compliance with UK data protection laws.

find out more

Consignment Intake Form

A legal document used in England and Wales to record receipt of goods for consignment sale, serving as both receipt and contract.

find out more

Nonprofit Intake Form

A standardized form used by UK nonprofits to collect and process initial service user information, compliant with England and Wales charity law.

find out more

Financial Coaching Intake Form

A regulatory-compliant intake form for financial coaching services in England and Wales.

find out more

Event Planning Intake Form

A standardized form used in England and Wales to collect crucial event planning information from clients, ensuring compliance with UK regulations.

find out more

Catering Intake Form

A standardized form for collecting catering service requirements under English and Welsh law.

find out more

Case Intake Form

A standardized form used in England and Wales legal practice for collecting new client and case information, ensuring regulatory compliance.

find out more

Referral Intake Form

A standardized document used in England and Wales for recording and processing service referrals while ensuring compliance with UK regulations.

find out more

Inventory Intake Form

A legal document used in England and Wales to record property condition and contents for tenancy management purposes.

find out more

Wellness Intake Form

A legal document used in England and Wales for collecting client health and personal information before providing wellness services.

find out more

Vehicle Intake Form

A legal document used in England and Wales to record vehicle condition and details upon entry to a service facility.

find out more

Marriage Counseling Intake Form

A regulated intake document used in England and Wales for collecting essential information from couples seeking marriage counseling services.

find out more

Financial Intake Form

A regulatory-compliant document used in England and Wales to gather client financial information and establish financial service relationships.

find out more

Consulting Intake Form

A standardized form used in England and Wales to collect initial client information and project requirements for consulting engagements.

find out more

Case Management Intake Form

A standardized form used in England and Wales legal practice for collecting new client information and initializing case management processes.

find out more

Order Intake Form

A standardized form under English and Welsh law for capturing and processing customer orders, ensuring legal compliance and clear documentation of transaction details.

find out more

Bookkeeping Client Intake Form

A standardized form used in England and Wales to collect new client information for bookkeeping services, ensuring compliance with UK regulations.

find out more

Salon Client Intake Form

A legally compliant form used in England and Wales for collecting essential client information and consents for salon services.

find out more

Creative Intake Form

A standardized form used in England and Wales for gathering client requirements and project specifications for creative services.

find out more

Lead Intake Form

A legally compliant form for collecting potential customer information under English and Welsh law.

find out more

Employment Intake Form

A standardized document used in England and Wales for collecting essential information from new employees during onboarding, ensuring legal compliance.

find out more

Vendor Intake Form

A standardized form under English and Welsh law for collecting essential vendor information during the supplier onboarding process.

find out more

Clinical Intake Form

A standardized medical documentation tool used in England and Wales for collecting essential patient information and consent at initial healthcare contact.

find out more

Procurement Intake Form

A standardized form used in England and Wales to initiate and document procurement requests, ensuring regulatory compliance and procurement best practices.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.