To ensure the financial stability of any organization, either nonprofit or capital one, CEOs, managers, accountants, and stakeholders must effectively manage numbers, inflows, and outflows of resources and track all transactions. 

Ensuring finances is even more important when it comes to a fundraising effort. This is because this effort corresponds to disinterested help donors do for a cause they believe in. In this sense, all the regular donations a nonprofit organization receives from donors must be recorded and tracked to ensure these are being used appropriately. 

In this article, we briefly discuss the Donation Tracker Template, a file that stands out for its efficiency in setting and organizing donations, contact details, items, and all the crucial information about contributions.

Collecting donations is the cornerstone of any non-profit organization, either foundations, cooperatives, or other organizations since they get the necessary funds to perform their activities through this practice.

These organizations need to record all the money they get from donors and other charity institutions. This way, they collect donations and make all the related processes transparent. 

A donation tracker template is the proper documentation for setting and organizing the information of any individual donor by clarifying the donated items, money, and the method.

Donation trackers are crucial for non-profit organizations for multiple reasons. The first is to have a clear record of all donations, either a check or cash donation. Beyond this, other reasons are the following:

• Tracking donations helps charitable organizations manage their gifts and finances properly. With a donation form of this nature, they can track donations and donor information, comment on any aspect of the transaction, and create a spending plan.

• It's crucial to keep your non-profit organization in order. As nonprofit organizations must comply with the same regulations and laws as other organizations, this is the right document for calculating taxes for charitable contributions.

• A donation tracker will facilitate the accountable process. A donation tracker template gives you the information to define any donation amount and correctly manage finances. 

• It helps to value donors. Most donors make a simple donation as they believe in a cause or want to help a specific foundation. With this document, non-profits can communicate to donors how their contributions are being used and tell them they’re making a difference.

A donation tracker template is a simple document. However, it serves a crucial role in accountability and transparency. This document for tracking charities should integrate the following:

• The name of the donor;

• Occupation or organization they belong to;

• Tax number;

• Donation type;

• The total amount;

• Summary stats.

Still, when building your fundraiser tracker, you must make sure that you include the above by completing the following steps:

• Note the date of the donation. This is a mandatory requirement for any donation tracker since this data will help you organize expenses and charges in the period. 

• Log who made the donations received. The donor's name may not sound relevant, but the truth is that indicating who donate will facilitate recording and tracking donors for further cooperation.

• Describe and comment on the contribution. Write about the donation and the reasons why the person donated the money. Some donors want to know what their money is going to. 

• Track the value of the donation. You must state exactly how much money your non-profit organization received from any donor. You can also track through which media the contribution was deposited in the organization's account and which discounts apply. 

Below we’re giving you some donation tracker templates you can quickly edit with Microsoft Office applications. Thanks to these documents, you can track the overall progress when recording contributions.

If you don’t have access to MS Office suite yet, you can easily acquire the Microsoft Office bundle on RoyalCDKeys. In our catalog, you will find several editions and versions of the famous Microsoft suite, including all its well-known applications for editing and working on your donation tracker documents. 

Apps like MS Excel and Word will help nonprofits to automatically calculate, manage, track, and spend contributions efficiently.

Charitable Gifts and Donations Tracker

Download it from Templatelab.

This document is a simple donation tracker template for monitoring donations and building future pivot table reports, in case you need it. This document contains preliminary information, such as the type of donation, the organization that did the transaction, the date, value, and taxes. 

Consider this file as a primary source of information that can be useful for further transactions or managing the bank record of your organization. With this document in your hands, there are no options to go wrong.  

Free Donation Tracker Template

Download it from Wallstreetmojo.

Contrary to the above one, this template includes a few more pieces of information for accurate and specific reports. For example, it integrates the donors' occupations, phone numbers, dates, and donation types. 

This free donation tracker template is perfect for keeping track of contributions in the current period since it contains a column for the particular month of the year you’re recording. And just like the previous template, it corresponds to a spreadsheet document your non-profit company can use for creating pivot tables and calculating major transactions, taxes, and more rough accountability.    

Donation Tracking Log

Download it from Exceldownloads.

This template corresponds to a quickly customizable Excel spreadsheet document that you can use to record, manage, and track all donations. It integrates a thermometer chart showing the total inflows, the percentage of completion of the donation goal, and a formula to find insights. This pivot table is great for extracting daily and weekly wise about the fundraising campaign and keeping updated donors’ information. 

Event Fundraiser Template

Download it from Spreadsheet123.

This template is designed to track donations for a specific event, allowing you to easily insert data. The document will automatically sum up all the donations your non-profit organization has received and indicate the total transactions received. Besides, it will showcase the percentage of the goal your organization has reached. Moreover, this document integrates an additional page to insert donors' data in detail for better management and even give the corresponding receipt. 

Donation tracker templates analyzed in the above section are great for non-profit organizations and businesses interested in recording, tracking, and monitoring manually incomes and related taxes. Furthermore, since these are spreadsheet documents for MS Excel, stakeholders can quickly customize and use them for particular purposes.

Anyway, if your nonprofit focuses on the environment, pet rights, social issues, or whatever, these templates will help you save time when recording data and regularizing inflows. 

Just download and save them on your computer and use them immediately. When these files, donating never was easier!