Fundraiser Tracker Spreadsheet, Donation Tracker, Excel and Google Sheets | PTA, Nonprofit, Donor Database, Pledge Tracker

Fundraiser Tracker Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Track every gift, donor and campaign in one place, watch your goal thermometer rise, and never forget a thank-you note. Perfect for PTA and PTO treasurers and fundraising chairs.

🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/2BiCGqb6Seo

✨ NOW INCLUDES 4 FILES: a SAMPLE version filled with example data so you can see how it works, plus a BLANK version ready for your own info, each for Excel and Google Sheets.

★ WHAT'S INCLUDED ★
• 10 tabs with a clickable Start Here cover page
• Dashboard: pick one campaign or All campaigns to see raised, goal, % of goal, expenses, net raised, open pledges, donors, gifts, average gift, thank-yous due, days left and status, with a goal thermometer chart, your top 8 donors, totals by method, and charts for donations by month, raised vs. goal by campaign and gifts by method
• Campaigns: 15 campaigns with type, dates, goal, raised, open pledges, expenses, net raised, a % of goal bar, days left, status and number of donors
• Donations: 1,000 rows with gift number, date, donor, campaign, method, amount, check number or reference, pledge payment, in-kind description, thank-you sent (date and how), receipt sent, and a status (Thanked, To do, Overdue)
• Donors: 300 donors with type, contact, email, phone and address, plus total given, number of gifts, first, last and largest gift, donor level (levels you set) and open pledges
• Pledges: 100 rows of pledged vs. received (from pledge payments), balance and status (Paid, Partial, Open, Overdue)
• Thank-You Tracker: every gift still waiting for a thank-you, oldest first, with days waiting and email, plus % thanked per campaign
• Thank-You Letter: type a gift number and a printable thank-you letter and gift receipt fill in, using your own wording from Setup
• Expenses: 300 rows of event costs by campaign and type, who paid, reimbursed and receipt, with totals by type
• Setup: organization details, thank-you deadline, letter wording, donor levels, donation methods, donor types, expense types and campaign types
• Sample data from a school PTA's fall fundraisers so you can see how it works

★ PERFECT FOR ★
✓ PTA and PTO treasurers and fundraising chairs
✓ Small nonprofits and charities
✓ Booster clubs, sports teams and scout troops
✓ Churches, clubs and community groups

★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• 4 files included: Excel (sample) + Excel (blank) + Google Sheets edition (sample) + Google Sheets edition (blank)
• Not designed for Apple Numbers

★ HOW IT WORKS ★
1. Download and open the file in Excel, or upload it to Google Drive and open with Google Sheets.
2. On Setup, add your organization details, donor levels and thank-you letter wording.
3. Add your campaigns and donors, then log each gift, pledge and expense.
4. Pick a campaign on the Dashboard, check the Thank-You Tracker and print letters as you go.

Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol.

★ PLEASE NOTE ★
• This is a digital download. Nothing will be shipped.
• This is a tracking tool, not tax, legal or accounting advice. Rules for donation receipts and tax deductions vary, so please check with a qualified professional.
• Because it's a digital file, returns aren't accepted, but if you have any trouble with the file, message me and I'll fix it or help you right away.