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Non-Profit Grant & Gala Fundraising Tracker | Budget, Restricted Funds, Donations (Google Sheets, Excel)

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Highlights

  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 2 PDF, 1 other file

Q: Does it work in both Google Sheets* and Excel*?
A: Yes. You get both versions: a PDF with a one-click link that copies the Google Sheets* version into your own Google Drive*, plus a separate Excel* (.xlsx) file. Use whichever you prefer, or both.

Q: How is it delivered?
A: Instant download of 3 files: (1) a PDF named Google Sheets* Download Link, (2) the Excel* file, and (3) an Instructions PDF with step-by-step setup, how to resize cells, and how to avoid deleting formulas.

Q: Can I restrict spending to my grant's allowed categories?
A: Yes. For each restricted fund you can pick up to 5 allowed expense categories on the Setup tab. If an expense is charged to that fund in any other category, the Expenses tab shows "CHECK: category not allowed" and the Dashboard counts the flag.

Q: Is it beginner friendly? Can I break the formulas?
A: Yes. Blue cells are where you type, gray cells are automatic formulas. Nothing is locked, but gray cells show a warning before you overwrite a formula, and a built-in formula health check tells you if something was changed. The Instructions PDF explains how to undo mistakes.

Q: What are the limits?
A: It is a tracking spreadsheet, not accounting software. There is no bank sync and no mobile app, and it does not provide tax, legal or accounting advice. Donations and Expenses each hold 600 rows, and Excel* 2013 or newer is required for the Excel* version.

Simplify your charity finances with the Non-Profit Grant & Gala Fundraising Tracker by ProFormaGrid. Built for small non-profits, PTA/PTO boards, booster clubs and volunteer treasurers, it keeps restricted and unrestricted donations separate, checks spending against grant category rules, and shows your progress toward an annual gala goal.

WHAT'S INCLUDED
- Google Sheets* Download Link (PDF): one click copies the template into your Google Drive*
- Excel* spreadsheet (.xlsx)
- Instructions (PDF): setup, resizing cells, and avoiding deleted formulas
- 11 tabs: Dashboard, Start Here, Setup, Donations, Expenses, Grants, Fund Summary, Gala, Budget vs Actual, Donors and a Treasurer Handoff checklist
- Templates come completely blank, ready for your own numbers (pictures show sample data only)

HOW IT WORKS
1. Open the delivery PDF and click the link to copy the template into Google Drive*, or open the Excel* file.
2. On the Setup tab, enter your organization name, fiscal year start, gala goal, funds and allowed grant categories.
3. Enter donations and expenses in the blue cells and watch the Dashboard update.

KEY FEATURES
- Dashboard: total raised, restricted vs unrestricted, spent, cash position, gala goal %, grants needing attention, thank-yous to send, and 4 charts
- Restricted spending check: flags expenses in categories a grant does not allow
- Grant tracker: awarded, spent, remaining, days to report and plain-English alerts
- Gala tracker: goal progress bar, income by stream, gala expenses and net proceeds
- Budget vs actual by month, plus income by campaign
- Donor list with lifetime giving, last gift date and thank-you reminders
- Pledges tracked separately and never counted as cash
- Color-coded and beginner friendly, with a Start Here guide and a Handoff checklist for the next treasurer

HONEST LIMITATIONS
No bank syncing and no mobile app. Excel* version needs Excel* 2013 or newer.

DISCLAIMER
This is a tracking tool only and does not constitute tax, legal or accounting advice.

More templates and help: ProFormaGRID.com

Google Sheets, Google Drive, Excel, Microsoft and other product names are trademarks of their respective owners. ProFormaGRID is an independent template studio and is not affiliated with, sponsored by or endorsed by them.

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Nonprofit Treasurer

Listed on Sep 24, 2026
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