Templates & Toolkits

Donor and Giving Tracker

Donors & Fundraising

Donor and Giving Tracker

$14

Log donors and gifts, keep up with thank-yous and print year-end giving statements. A dashboard shows giving by month and fund.

Instant download · 1 ZIP file (0.34 MB) · PDF, XLSX

What’s inside

  • Donors tab with contact details, lifetime giving, giving for the selected year, and last gift date
  • Gifts tab: date, donor ID (dropdown), amount, fund, method, campaign, check number, thanked?
  • Unthanked gifts stay highlighted until you mark them done
  • Giving Statement tab: pick a donor and year and a printable statement fills in (up to 30 gifts)
  • Dashboard: total given, number of gifts, donors who gave, average gift, giving by month (with chart) and by fund
  • Editable funds, methods, and campaigns, a Start Here tab, and a PDF quick-start guide

General information only, not tax or legal advice. IRS rules change, so check current guidance or ask a tax professional.

Licensed for one person or one organization. Please don’t resell, share or post the files.

Sales are final because files arrive instantly. If a file is broken or not as described, email us within 30 days and we will fix it or refund you. Shop terms.

Pairs well with Pledge and Recurring Gift Log ($14), Donor Pipeline Tracker ($14), and Year-End Appeal Letter Kit ($22).

Pairs well with

Pledge and Recurring Gift Log ($14), Donor Pipeline Tracker ($14), and Year-End Appeal Letter Kit ($22).

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