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IMPORTANT: To qualify, your organization’s receiving bank account must be located within the country selected on the form.

Please complete the information required on the sign-up form.
All fields marked with * are required; in addition, documentation is required. See below for your organization’s required documentation.
After your application is submitted and the requested documentation has been received, your application review can begin.
Once review is completed, approved accounts will be activated, and a notification will be sent to the admin of record at the email address on file.

Please note that all documentation must be submitted to Click & Pledge and reviewed before your account may be approved and/or activated

Click on the appropriate organization type below for required documentation details:

Questions?

Call us toll-free at 866-999-2542, or send a support ticket to support@clickandpledge.com with ATTN: New Accounts

Legal Organization/Company Name*

DBA (Maximum 23 characters)*

Federal Tax ID Number*

Website (live website URL is required)*

Phone Number*

Organization Type*

Time Zone*

Salesforce CRM/Donor Management*

Free for Nonprofits - Salesforce Donor management is a powerful tool designed to manage the core relationships between individual donors, their households, and the companies they work for. It is designed to be customized to meet almost any need for almost any organization in almost any industry.

As a Nonprofit organization, you receive 10 FREE CRM licenses through Salesforce.org to help you manage donations, grants and volunteers.

Plans*

Physical Address

Address 1 (No P.O. Box)*

Address 2

City*

Country*

State*

Postal Code*

Mailing Address

Same as physical address

Address 1 (No P.O. Box)*

Address 2

City*

Country*

State*

Postal Code*

Principal Signer and Administrator: This is the person that we will contact regarding the application and setup. It is important that the following information is accurate.

Primary Administrator

*MUST be a Founder/CEO/President/CFO/Board Member

First Name*

Last Name*

Email*

Verify Email*

Mission Statement*

BANK ACCOUNT DETAILS

Bank account information for daily deposits.

Bank Name*

Account Name*

Account Ownership Type*

Account Type*

Routing Number*

Account Number*

I agree to have Click & Pledge store and use the information I’ve provided to contact me and create an account for the Organization listed on this form

Sign Up

you’re just a click away…

Ready? Let’s move forward.

Please note that all documentation must be submitted to Click & Pledge and reviewed before your account may be approved and/or activated

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Sign Up

you’re just a click away…

Ready? Let’s move forward.

Please note that all documentation must be submitted to Click & Pledge and reviewed before your account may be approved and/or activated

Physical Address

Mailing Address

Primary Administrator

*MUST be a Founder/CEO/President/CFO/Board Member

Add Secondary Administrator

*May be a Consultant or Staff Member

BANK ACCOUNT DETAILS

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Third Party Embeds

We Value Your Privacy