Nonprofit Intake Form for Canada

Nonprofit Intake Form Template for Canada

A comprehensive intake form designed for Canadian nonprofit organizations to collect and process essential information from clients or program participants. This document complies with federal and provincial privacy laws, including PIPEDA and provincial privacy legislation, while gathering necessary personal, demographic, and program-specific information. The form includes mandatory sections for basic information collection and optional modules to accommodate various types of nonprofit services, ensuring organizations can effectively assess client needs while maintaining legal compliance and data protection standards.

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What is a Nonprofit Intake Form?

The Nonprofit Intake Form serves as an essential document for Canadian nonprofit organizations to initiate client relationships and program participation. It is designed to collect necessary information while ensuring compliance with federal and provincial regulations, particularly privacy laws such as PIPEDA. This document should be used when organizations need to gather detailed information about new clients, program participants, or service recipients. The form typically includes sections for personal information, emergency contacts, service needs assessment, and various optional modules depending on the specific program requirements. It incorporates necessary consent clauses and privacy notices, making it suitable for organizations across different nonprofit sectors. The document is structured to be accessible to all potential users while maintaining professional standards and legal compliance.

What sections should be included in a Nonprofit Intake Form?

1. Personal Information: Basic contact details including name, address, phone, email, and preferred contact method, with privacy notice

2. Demographics: Essential demographic information required for service delivery and program reporting, including age, gender, and other relevant characteristics

3. Emergency Contact Information: Details of primary and secondary emergency contacts

4. Service Needs Assessment: Primary reason for seeking assistance or participating in programs

5. Income and Financial Information: Basic financial information if required for program eligibility or sliding scale fees

6. Medical and Health Information: Basic health information relevant to service provision, including allergies and accessibility needs

7. Consent and Authorization: Legal permissions and consent for service provision, information sharing, and photo/media release

8. Signature and Date: Space for signature (electronic or physical) and date of completion

What sections are optional to include in a Nonprofit Intake Form?

1. Language Preferences: For organizations serving multilingual communities, including preferred language and translation needs

2. Transportation Needs: For programs offering transportation assistance or requiring travel considerations

3. Dietary Restrictions: For programs involving food service or meal provision

4. Educational Background: For educational or training-focused programs

5. Employment Information: For employment-related services or programs

6. Housing Information: For housing-related services or programs

7. Child-Specific Information: For programs serving children or families, including school information and guardian details

8. Volunteer Interests: For organizations offering volunteer opportunities

What schedules should be included in a Nonprofit Intake Form?

1. Schedule A: Privacy Policy: Detailed privacy policy and information handling procedures

2. Schedule B: Program-Specific Requirements: Additional forms or requirements specific to individual programs

3. Schedule C: Consent Forms: Detailed consent forms for specific services or activities

4. Schedule D: Medical Authorization: Detailed medical release forms if required for program participation

5. Appendix 1: Required Documentation Checklist: List of additional documents required for program participation

6. Appendix 2: Fee Schedule: If applicable, breakdown of program fees or sliding scale information

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

Cost

Free to use

Relevant legal definitions

Clauses

Relevant Industries

Social Services

Healthcare

Education

Arts and Culture

Environmental Conservation

Community Development

Youth Services

Senior Services

Mental Health Services

Disability Services

Housing Services

Food Security

Poverty Reduction

Animal Welfare

Religious Organizations

Relevant Teams

Operations

Client Services

Program Administration

Intake Processing

Data Management

Compliance

Front Desk

Administrative Services

volunteer Services

Legal

Privacy

Relevant Roles

Program Director

Intake Coordinator

Client Services Manager

Program Administrator

Social Worker

Case Manager

Volunteer Coordinator

Operations Manager

Privacy Officer

Compliance Manager

Executive Director

Program Officer

Client Relations Specialist

Administrative Assistant

Data Entry Specialist

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What is a Nonprofit Intake Form?

What sections should be included in a Nonprofit Intake Form?

What sections are optional to include in a Nonprofit Intake Form?

What schedules should be included in a Nonprofit Intake Form?

Authors

Alex Denne

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