Track donor, date, amount, gift type, fund, restriction, pledge, finance reconciliation, acknowledgement, and owner.
Editable Excel donation tracker
Donation tracking spreadsheet with sample data
Start with populated gifts, pledges, funds, restrictions, reconciliation, acknowledgements, owners, due dates, and summary signals—then move to Jodoo when the work needs forms, reminders, permissions, and history.
The workbook is the primary download. The compact Jodoo preview shows the connected donor-and-gift workflow available when one file no longer keeps the team aligned.
- Real XLSX workbook with sample records and formulas
- Controlled lists for gift, fund, restriction, and status fields
- A weekly review that turns flags into owned follow-up
Three working sheets for donations, follow-up, and review
The workbook includes sample states so filters, formulas, and summary signals are visible before you replace them with your data.
Download the populated workbook
Track acknowledgement, promise, next action, due date, owner, priority, status, and outcome.
Review open acknowledgements, restricted gifts, pledge risk, owner workload, and follow-up status with source-row drill-down.
Workbook language: English
Download donation tracking spreadsheetDo not manage the workbook from totals alone
The chart is a signal; the source row is where ownership and resolution happen.
Open acknowledgements
Recorded gifts still waiting for the agreed donor response.
Filter by age, owner, gift type, and relationship priority.Restricted gifts under review
The intended use needs confirmation before operational closeout.
Record the development and finance decision.Pledges needing follow-up
An installment, confirmation, or promised action is late.
Verify finance status before contacting the donor.Unowned actions
Follow-up rows with no accountable person.
Assign or close them during the weekly review.Move when coordination—not calculation—becomes the risk
The workbook remains useful while one controlled team can keep it current.
Coordinate in JodooUse specialist systems forConnect the work
Several people need role-specific forms and queues
Excel requires shared editing discipline and careful filters
Move the records when ownership and permissions are becoming unreliable.Reminders, returned reviews, attachments, and history must be automatic
Excel can calculate status but does not run the follow-up process by itself
Use stable IDs so the migration preserves the workbook history.Dashboards must open current records across donors and gifts
Workbook summaries depend on formulas and disciplined row structure
Reconcile counts during the pilot before retiring the file.Replace manual coordination while keeping the useful tracking model
The application adds behavior around the same business facts.
Change requestSpreadsheet or fixed processIn Jodoo
Collect a new gift or pledge
Someone enters a row and tells the owner it exists.
A structured form generates the ID and creates the review or acknowledgement work.Return a restricted gift for clarification
Add a comment and send an email.
Record the returned reason, evidence, reviewer, status history, and next action.Review overdue acknowledgements
Open the file, refresh formulas, filter, and distribute rows.
Open the live owner queue and drill into the donor and gift record.Use the workbook without losing control
A few operating rules make the template much safer.
Is the donation tracking spreadsheet free to download?
Yes. Download the XLSX workbook and replace the sample rows with your own data. Review the controlled lists, formulas, and summary before changing columns.
What should a donation spreadsheet include?
Include stable IDs, donor, date, amount, gift type, fund, restriction, pledge details, finance reference, reconciliation, acknowledgement, owner, next action, due date, status, and outcome.
Can the spreadsheet replace donor management software?
It can support a small controlled process. Move to connected software when several roles need forms, permissions, reminders, attachments, approvals, history, mobile access, or dashboards that drill into live records.
Should payment card details be stored in the workbook?
No. Keep sensitive payment information in an appropriate payment system. Store only the transaction reference and status needed for operational follow-up.
Download the workbook—or open the live donor tracker
Choose the workbook for a controlled single-team start and Jodoo when owners, reminders, permissions, evidence, and history need to stay connected.