Donation Tracker Template for MS Excel

Raising money is not easy. Much planning and effort needs to be present when doing this. This is especially true if you have organized a donation and are gathering money through this. The money needs to be kept safely and it is important to know who has donated the cash.

When collecting money from a donation it can be difficult to remember who has donated the money especially when many people are doing this. If you want to remain organized and remember all the details about those who are donating to your cause, you can consider making a donation tracker.

What is a donation tracker?

This is a document that includes information about people who are donating to a certain cause. The tracker can include details that will let you know information about those who have donated.

File: Excel (.xls) 2003+ and iPad
Size 33 Kb

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What does a donation tracker do?

The tracker aids organizations or individuals in effectively monitoring funds transparently. It will be possible to keep accurate records with the tracker. The tracker lets everyone know how the fundraising is occurring.

How to create a donation tracker?

You need to make the donation tracker carefully so that you include only the important details on it allowing it to be transparent. The following points can be considered when making the donation tracker:

Choose an application:

Select a good application that will allow you to easily make the donation tracker. You can make the tracker in Microsoft Excel so that you can easily include the information and carry out any calculations.

Formal structure:

The document should have a professional structure so that it is simple for people to know what it is about. Include a heading on the top of the document which can be “Donation Tracker for …” and you can include what the document is for. After this, you can include the details on the spreadsheet.

Avoid including too much color so that the tracker looks formal and professional. Choose a professional font to include the details in like Times New Roman.

Avoid adding unnecessary detail

Research and decide what is important to include on the tracker so that you avoid adding unnecessary details and also so that everything important can be added. You can have a heading for “Donation Date” which will state the date that the donation has occurred. Under the heading for “Amount,” you can include the amount. Under the “Donor Name” heading you will include the full name of the donor. You can have a heading for “Donor Email and Phone Number”.

Another heading for “Donor Address” can even be included. There can be a heading for “Donation Type” as well. This will include whether the donation was in cash, cheque, wire transfer, etc. Any details you want to include, you can add a heading for them.

But make sure you do not add any information that is not required because the tracker will then be confusing and tough to fill in. It should be easy to fill in and read by those who need to do this.

Manage all donation records in a single sheet

It is possible to manage all donation records in a single place with the help of a donation tracker. Everyone concerned can track funds that are entering an organization. Proper tracking lets a company channel resources to the places where they are required the most. In this way, the money from the donation can be used carefully.

The tracker will also help with making operations transparent letting everyone know who has donated and how much they have donated. Therefore the money can be used for the right purposes. The tracker can help an organization handle relationships with donors. This is because details about the donor will be tracked such as their contact information.

If the company or individual is carrying out another donation scheme, they can contact these donors to let them know about this. In this way, the effectiveness of any future campaigns can be enhanced. If there is no proper donation tracker present, it is more likely that funds will be mismanaged.

Donor details can even get lost therefore diminishing trust towards the company or individual getting the donations. Therefore the tracker lets one remain organized concerning the donations that they receive.

Donation Tracker Template