Track Charitable Donations And Fundraising Events With This Simple Template

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Category : Spreadsheet Templates.
Topic : Budget planner template spreadsheet. Author : .
Posted : Sat, Feb 20th 2021 22:32 PM.
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Looking for way to monitor your fundraising event progress against set targets?

If you are looking at maximizing your fundraising event for supporting smaller communities and charities then you need to have an organised way to monitor your achievement against the set targets as you progress. Small-scale fundraising events can be time consuming and expensive, thus it is very important to plan and monitor it carefully. Spreadsheet123 has designed a template that helps you to keep a track of the overall progress along with the funds received from donors during a fundraiser event.

Every fundraiser event involves a lot of monetary transactions therefore it is important to maintain a record of each transaction, carefully. Charities received needs to be accounted for an audit, later and this template makes a fundraiser event a transparent process. It is best suited for small-scale fundraising events including charity events, parties or school fund raising events however you can also use it for medium or large events.

Event Fundraiser template enables you to monitor the progress against the targets. Begin with setting the name of event, mode of payments and contact preference in the Setting sheet. Then record the set target in Fundraiser sheet . This sheet provides a graphical description of the funds received against the target. You can easily monitor progress at any point of time by reading the overall achievement percentage. You can also watch the funds collected during a selected period.

All you need to do is to record each transaction in the table on the Fundraiser sheet. Here you can record the Date of transaction, Name of contributor, Amount contributed, Payment Type along with the payment reference. You can also record your comments with each contribution, like if the contributor can be approached again for other events or they want the details of contribution and contributor remain discrete, etc.

During the fundraising events you might want to record the contributor's personal details like address along with their email , phone number and preferred contact method. This is sometimes required when you manage multiple fundraising events and you need to approach some of the contributors for the other events.

This template also secures you legally from any unaccounted money complications. With this type of tracking method, you will always stay organised and have a reliable record of transactions to answer all queries at any point of time, even in future.

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