Nonprofit Donor Tracker Google Sheets Excel | Donation Tracker, Fundraising Campaign Goals, Donation Receipt, Donor Database

Seller's description

Know who your best donors are, and thank every gift on time.

This Nonprofit Donor Tracker is a ready-to-use spreadsheet for Google Sheets and Excel. Add each donor once and log every gift with the campaign, the method and if a thank-you was sent: totals, last gift and lapsed donors update for you. Campaigns shows money raised against each goal, Receipts makes a ready-to-print donation receipt for any donor, and Money shows donations and expenses by month. Type in the yellow cells; everything else is calculated for you.

▶ VIDEO TUTORIAL: see every tab in about a minute: https://youtu.be/2EzQvygnPvE

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WHAT’S INSIDE (FULL VERSION, 8 TABS)
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• Start Here: quick setup guide
• Dashboard: total raised, donors, average gift, campaign progress, raised this month, lapsed donors, thank-yous to send, net, charts
• Donors: contact details, type, given this year, given all time, number of gifts, last gift and Active / Lapsed / New status
• Donations: every gift with date, donor, campaign, method, amount, thank-you sent and note
• Campaigns: goal, raised, this year, gifts, donors, average gift, % of goal, progress bar and still to go
• Receipts: pick a donor and get a ready-to-print year-end donation receipt with your EIN and tax wording
• Money: your expenses, plus donations, gifts, expenses and net by month
• Setup: organization name, address, EIN, year, campaigns with goals, payment methods and expense categories

A tab bar at the top of every page lets you jump between tabs in one click.

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YOU GET 4 FILES
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• Full version with sample data (see it working)
• Full version, blank
• Lite version (6 tabs: Start Here, Dashboard, Donors, Donations, Receipts, Setup) with sample data
• Lite version, blank

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HOW IT WORKS
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1. Download the .xlsx files after purchase.
2. Google Sheets: upload to Google Drive, open, then File > Save as Google Sheets.
Excel: open the file and click Enable Editing.
3. Fill in Setup (about 3 minutes), add your donors, log your gifts, then print receipts.

Works in Google Sheets (free) and Microsoft Excel (desktop and Microsoft 365). Not for Apple Numbers.

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LIFETIME UPDATES + FREE SMALL CHANGES
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Every improvement I make is yours for free: just download the files again from your Etsy purchases.
Need one small change? An extra column, your currency, more rows, a renamed category. Message me after your purchase and I will make it for you, free. I reply within 24 hours.

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PLEASE NOTE
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• This is a digital download. No physical item will be shipped.
• Check receipt wording with your accountant. Not legal or tax advice.
• Due to the digital nature of the product, I do not accept returns, but message me and I will help with any issue.

Designed by Albina at HomeBizPaperwork. Built with the help of AI tools and my own scripts, then checked in Google Sheets before every release.