Introduction
This is a donation tracker excel template. This is a ready to use and easy to customize donation tracker that allows an organization or an individual to track their fundraising effort over a period of a few weeks. The overall progress of the campaign is shown using a thermometer chart, and the spreadsheet contains a number of pivot tables for summarizing the results by day, by week, and by individual donor.
Check out : Fundraiser Event Budget Template in Excel
What are donations ?
Donations are gifts of money, goods, or services given voluntarily to support a particular cause, organization, or individual in need. They are done by individuals, groups, or corporations without the expectation of receiving anything in return.
It can be for a variety of reasons, including charitable causes, political campaigns, religious organizations, disaster relief, and many other purposes. Donations are typically tax-deductible, and many organizations rely on donations to fund their activities and programs.
Importance of tracking donations
Tracking donation is important for individual or an organization for numerous reasons, some of which are –
- Organizations that receive donations need to be accountable for how they use the money.
- Nonprofit organizations must comply with various laws and regulations related to donations.
- Tracking donations helps organizations manage their finances effectively. Non Profits have to create spending plan for the donations. Organization need to allocate sum for donations per the statutory requirement or board’s decisions.
- Donors want to feel valued and appreciated. Tracking donations helps organizations communicate with their donors effectively. They can provide updates on how their contributions are making a difference, and they can thank their donors for their support.
Hence, to create things easier, tracking donation via Excel Sheet or spreadsheet is much more efficient. You will not require a separate software to track it. This can also work as fundraiser goal tracker, goodwill donation tracker, donation goal tracker or charitable donations tracker.
Features of donation tracker excel template
Once you download this excel template, you will see that this template is ready to use and easy to customize. Some salient features of this template are –
- This is a simple donation tracking or donation log template.
- It comes with summary stats which shows the total inflows and you can use additional formula at your end to find more insights.
- It comes with thermometer chart which gives an insights against the donation goal or fundraiser goal. This is a cool visualization which you can use in your presentations.
- Pivot table reports are useful in extracting day wise, week wise and individual wise reports for donations.
Download and use donation tracker excel template
Now, let us look into how to use this donation tracker template. You should have Microsoft Office/ Microsoft Excel installed in your system.
Post installing Excel or Spreadsheet, download the zip file of this template, extract the template using WinRAR or 7Zip decompressing software. Once extracted, you can open the file using Excel and start entering data or customizing the template. You can change currency and fields but with caution.
