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Donation and donor tracking
Manage your donations, members, and follow-ups in a single association application
Centralize the tracking of donations, contributions, and donors to ensure reliable collections, better follow-up with contacts, and more easily measure the evolution of your resources.
Replace scattered spreadsheets with clear tracking of association resources
When donations, members, and follow-ups are tracked in multiple files or email boxes, it becomes difficult to know what has been collected, what remains to be received, and which donors need to be contacted again. This template brings together this information in a structured framework, with direct links between donations and members, to secure daily management and save time on administration.
2
ready-to-use forms
100%
Customizable without development
France
Technology and hosting
2 linked forms to structure donation tracking
Donation
Donation tracking sheet with reference, subject, status, collection channel, type of donation, amount, currency, dates, and tax receipt indicator.
Member
Contact sheet to identify the member, track their status, contact details, relationship with the organization, and donation history.
Everything you need to track donations and donor relationships
Donation management
Record each donation with its reference, subject, status, collection channel, type, amount, currency, and key dates to maintain complete traceability.
Centralized member sheet
Keep contact details, status, relationship information, and notes for each member in a single sheet, easy for the team to update.
Direct link between donations and members
Each donation is linked to a member via the dedicated link field, allowing for quick retrieval of a contact's contribution history.
Tracking receipts and collections
Identify donations to be collected, track promised or canceled donations, and check if a tax receipt has been issued to ensure reliable administrative tracking.
Visual management of activity
List, kanban, calendar, and dashboard views provide immediate insight into received amounts, ongoing statuses, and donation distribution by channel.
A simple flow from member to tracked donation
The template relies on a clear operational logic: first, create the members, then link each donation to the correct sheet. Next, teams track the progress of donations, control collections, and analyze received amounts using management views.
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1. Create or update the member
The member is the reference sheet. It includes identity, contact details, status, type of member, and useful relationship elements to have a reliable base before any collection.
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2. Record the donation
Each donation is entered with its reference, subject, amount, currency, date, and collection channel. The donation is then linked to the concerned member via the link field.
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3. Track status and processing
Teams can distinguish between donations to be collected, received or canceled donations, and check if a tax receipt has been issued to maintain clean and usable administrative tracking.
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4. Follow up with contacts at the right time
The view of members to follow up allows for quick identification of contacts to call back, while the status view helps spot donations that still require action.
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5. Manage resources with dashboards
Dashboards summarize the total number of donations, total amount received, promised donations pending, monthly evolution, and distribution by channel or status to guide decisions.
Screens designed for readable association tracking
All forms offered in the app templates are editable and adjustable to your business, as well as the colors and layouts.
A useful template for various types of organizations
Associations & NGOs
Structure the tracking of donations, contributions, and members with a clear view of contributions and follow-ups.
Public sector
Track contributions, memberships, or support commitments with an organized database and readable tracking reports.
SMEs
Easily manage collection, support, or loyalty operations with a lightweight and easily adaptable tool.
It allows for centralizing donations, members, and follow-up actions in a single application to better manage resources and follow-ups.
Each donation has a link field to a member. A member can group multiple donations, allowing for retrieval of a donor's entire history.
Yes. A dedicated view for donations to be collected and a dashboard with pending promised donations help track situations that are not yet finalized.
The sheets cover essential elements: identity, contact details, status, amounts, dates, collection channel, tax receipts, and internal notes according to the form.
Yes. Calendar and dashboard views allow tracking of monthly donation evolution, received amounts, and distribution by status or channel.
Yes. It is suitable for an organization that wants a simple framework, without unnecessary complexity, while maintaining true traceability of donations and contacts.
Set up clear, reliable, and ready-to-use donation tracking
Start with this associative structure, then adapt the fields, views, and tracking rules to your way of collecting and following up.
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