Nonprofit Donation Tracker Spreadsheet with Pledges
$12.99
Year-end statements, pledge follow-ups and event acknowledgments are where donor records slip. This nonprofit bookkeeping spreadsheet for donors and fundraising has a donor log that prints year-end giving statements, a pledge and campaign tracker, a fundraising event tracker, a volunteer hours and in-kind log, a client assistance log, and a Word pack of 16 donor, grant and sponsor letters and forms. Excel, Google Sheets and Word.
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What's inside
- Nonprofit_Donor_Log_Giving_Statements.xlsx + EXAMPLE: one line per gift by donor ID, fund and type, with the value of anything the donor received; pick a donor ID and a printable year-end contribution statement fills itself in; giving summary by fund, type and size band
- Nonprofit_Pledge_Campaign_Tracker.xlsx + EXAMPLE: every pledge with its payment schedule, what should have arrived by the as-of date, received, balance and how far behind; campaign totals against goal; a follow-up list of the pledges furthest behind
- Nonprofit_Fundraising_Event_Tracker.xlsx + EXAMPLE: event revenue, event costs and auction items for up to 12 events; deductible portion per payment (amount paid minus value received); net proceeds, percent of goal, cost per dollar raised; a one-page board dashboard with tie checks
- Nonprofit_Volunteer_Hours_InKind_Log.xlsx + EXAMPLE: volunteer roster, hours log by program, in-kind gifts log, a board and grant-report summary, and a printable volunteer hours statement
- Nonprofit_Client_Assistance_Log.xlsx + EXAMPLE: requests recorded by household code (no names), approvals, vendor payments, per-case and annual limits, a share-safe summary and a 10-point policy checklist
- Nonprofit_Forms_and_Letters_Pack.docx + EXAMPLE (Word): 16 print-ready letters and forms, including donation acknowledgment, quid pro quo disclosure, in-kind receipt, year-end statement cover letter, grant thank-you and report cover letters, sponsorship acknowledgment, volunteer forms, reimbursement request, petty cash voucher, conflict-of-interest statement and restricted gift agreement
Who it's for
- Part-time treasurers, development staff and bookkeepers at small nonprofits and charitable organizations (roughly 1 to 25 staff) who record gifts, send year-end giving statements, run fundraising events, and track pledges, volunteers and client assistance
Before you buy
Organizational tools only for small nonprofits and charitable organizations. Not tax, legal, or accounting advice. Not approved or endorsed by the IRS or any regulator. Does not guarantee compliance or a clean audit. The $250 written-acknowledgment and $75 quid pro quo thresholds are editable examples shown for convenience, and the letters are general templates; have a qualified CPA or attorney confirm current rules and review the letters, and how these tools apply to your organization. Built by ReconciledBooksCo, a small shop run by an experienced accountant.
Excel and Google Sheets. No macros. Paid spreadsheet products include a blank file and a filled example, plus a Start Here tab in plain English.
Licensed for one organization per purchase.
