Description
Nonprofit Donor & Fundraising Tracker
A donor and fundraising tracker for small nonprofits, charities, community groups and clubs. Log each gift and it updates every donor's first and last gift, total given, level and Active / Lapsed status, tracks receipts and thank-you notes, and shows progress against each campaign goal.
Who it’s for
Small nonprofits, charities, food pantries, community groups, booster clubs, places of worship and volunteer-run organizations without a donor database.
What’s inside
- Start Here – a 5-step quick-start guide inside the file
- Dashboard – KPI tiles, monthly giving, raised by campaign (with goal %) and by donor type.
- Donors – Donor list with first and last gift, totals, largest gift, level and Active / Lapsed status.
- Donations – Every gift with campaign, fund, method, recurring flag, receipt and thank-you tracking.
- Monthly Summary – Gifts, raised, recurring, average gift, new donors, follow-ups and a running total.
- Settings – Organization details, goal, donor levels, campaigns, funds and lists.
Features
- Donor list with type, email, first and last gift, number of gifts, total and largest gift
- Donor level (Major, Mid-level, Friend) from your own thresholds
- Active / Lapsed status from your lapse window
- Donations log with campaign, fund, method and recurring flag
- Receipt sent? and Thank-you sent? tracking with red and amber alerts
- Campaign progress: raised vs goal and % of goal
- Monthly summary with new donors, follow-ups to send and year-to-date total
- Dashboard with 8 KPI tiles and 3 charts
How delivery works
- Instant download right after purchase: the .xlsx workbook plus a step-by-step Setup Guide PDF.
- Works in Microsoft Excel (Windows, Mac, Excel for the web) and Google Sheets (upload to Google Drive and open with Google Sheets, or File > Import).
- Comes with realistic sample data so you can see how it works, and clear instructions to remove it.
- No macros, no add-ons, no subscriptions. Pay once, use it for as long as you like.
FAQ
Can I track grants?
Yes. 'Government grant' and 'Foundation' are donor types, and each grant can sit under its own campaign.
Does it send receipts?
No. It tracks which gifts still need a receipt and a thank-you so nothing is missed.
Does it work in Google Sheets?
Yes. Upload it to Google Drive and open it with Google Sheets, or use File > Import. Formulas, dropdowns and charts carry over.
A record-keeping tool, not legal or tax advice. Check receipting and reporting rules for your organization with your accountant.
This is a digital product. No physical item will be shipped.
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