Fundraising Tracker Spreadsheet, Google Sheets Excel Template, PTA Nonprofit Fundraiser Goal Thermometer, Donation Log
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Highlights
Fundraising tracker spreadsheet for Google Sheets and Excel: campaign goal thermometer, donation log, fundraiser comparison, auto reports.
Every fundraiser lives in a different place - the bake sale cash box, a sponsor's check, the crowdfunding page, a stack of raffle stubs - and someone still has to answer "how close are we to goal" at the next meeting. This workbook puts the whole campaign in one place and does the math for you: a real goal thermometer that fills as you log each gift, not a percentage buried in a cell.
WHAT YOU GET - one workbook, 8 tabs
- START HERE and SETUP - your organization name, your campaign name, and your fundraising goal, typed once. Every other tab reads from it.
- DONATIONS and EXPENSES - one line per gift, sponsorship, ticket sale or cost: date, description, fundraiser type from a drop-down list, method, amount, and a running total that updates itself.
- CAMPAIGN DASHBOARD - the goal thermometer. A bar that visibly fills as donations come in, next to your total raised, total expenses, net profit, percent of goal, and 25/50/75/100% milestone flags.
- FUNDRAISER COMPARISON - revenue, expenses and net profit for every fundraiser type, calculated from the same log you already typed. Best and worst performer flagged automatically - never decided by hand.
- BUDGET VS ACTUAL - what you planned for each fundraiser against what actually happened.
- CAMPAIGN SUMMARY - the report the board asks for when the campaign closes, with signature lines.
THE 11 FUNDRAISER TYPES ALREADY IN THE DROP-DOWN: Direct appeal / annual giving, Corporate sponsorship, Event ticket sales, Bake sale / concessions, Silent auction / raffle, Online crowdfunding, Merchandise sales, Matching gift, Grant, In-kind donation, Other. All editable in Setup.
WHY THIS ONE
- The goal thermometer is a real bar that fills as you log donations - most fundraising trackers give you a percentage in a cell and call it a dashboard.
- Best and worst performer are detected by formula from the same donations and expenses you already typed - never a second data entry, never a guess.
- A worked example campaign is already in the ledgers: $10,063.75 raised against a $10,000 goal, reconciling to the cent across every tab. See a finished campaign before you build your own, then delete the sample rows.
- Set it up once, then you only ever type in two tabs - Donations and Expenses. The other six calculate themselves.
WHO IT IS FOR
PTA and PTO fundraising chairs, nonprofit board treasurers, booster clubs, church fundraising committees, and scout troop leaders running more than one fundraiser a year who are tired of rebuilding the spreadsheet from scratch every time.
DETAILS
- Instant download: the workbook as an .xlsx file. Opens directly in Excel and Numbers, and imports into Google Sheets in one step (File > Import > Replace spreadsheet).
- 8 tabs, 11 editable fundraiser types, 200 rows per ledger, US number formatting, prints on US Letter
- Nothing to install
PLEASE NOTE
- This is a record-keeping tool, not accounting, tax, or legal advice. Your own bylaws and your organization's requirements always come first.
- This is a digital download. Nothing will be shipped.
- For one organization's internal use. Please do not resell or redistribute the file.
This shop also makes treasurer spreadsheets for PTA, HOA, church, booster club, nonprofit board, scout troop and youth sports league - search "Treasurer Spreadsheet Google Sheets" in this shop.
If a formula ever misbehaves, message me - I will fix it the same day.
HOW IT WAS MADE
This spreadsheet was designed and built with the help of AI, then every formula and calculation in it was checked by machine before it was listed.
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