Manage your nonprofit with this all-in-one fundraising tracker and donation tracker. Designed as a professional donor management system, this spreadsheet template simplifies your fundraising campaign and donor stewardship in one place.
This donation spreadsheet serves as a simple CRM to help you organize donor engagement, create a customized donor nurturing system, tracking engagement and campaign tracking. Whether you need a sponsor tracker for an event or a long-term charity tracker for your nonprofit or foundation, this tool handles donor management and donation management without the clutter.
The CRM Excel and Google Sheets versions allow you to track giving history and a stewardship CRM pipeline. Use the simple CRM template to monitor follow-ups and check off tasks like sending thank you notes and updates. This fundraising spreadsheet is the ultimate CRM spreadsheet for those who want a clear nonprofit tracking system to organize their mission.
Includes:
- Donor contact info and giving totals
- Fundraising campaign priority and status
- Stewardship checklist for followups and thank yous
- Works in Google sheets and Excel
✧ What’s Included? ✧
Digital Download Only – No physical items are included.
You will receive 2 Sheets with this listing:
- Google Sheets
- Excel Spreadsheet
(Please note: This printable is for personal use only and cannot be resold or given away as a freebie.)
• Why Should I Order This Spreadsheet?
✧ Instant Download
✧ Easy to Use
✧ Includes Video Instructions
✧ They Are Pretty!
✧ Fully Editable & Customizable
• Important Notes
Remember – this is an instant download. Nothing will be mailed to you. You’ll be receiving downloads to use on your computer only.
• Refunds and Exchanges
Hey there! I understand sometimes things don’t look the way you planned. I don’t usually offer refunds (because I can’t tell if it’s been used), but I’m easygoing—if you have a serious concern, message me and we’ll work something out.
Please understand these items are for personal use only. You can print and use them, but please don’t resell, reproduce, or give away.
• Disclaimer
This template is provided for informational and organizational purposes only. It is not intended to serve as medical, legal, or professional advice. Users are responsible for verifying the accuracy and appropriateness of the information recorded and for consulting qualified professionals regarding any health or legal matters.
The creator of this template makes no guarantees regarding the accuracy, completeness, or suitability of this tool for any specific situation and disclaims liability for damages or losses that may arise from its use.
By using this template, you acknowledge and agree to these terms.
• Enough About the Serious Stuff…
Let me know how your journey is going! I’d love to hear about your success!
Good luck to you! One little step at a time!
