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The title slide and first slides of the Donation Tracker template

Donation Tracker

Spreadsheet template for Google Sheets and Excel

Make a copy in Google Sheets
Price
Free
Slides
4
Difficulty
Beginner
Updated
November 6, 2026

Every slide (4)

Overview

The Donation Tracker is for charities and community groups that receive gifts. The Donors tab keeps a list of supporters and adds up what each one has given. The Gifts tab logs each gift with its date, donor, fund, amount and payment method, and works out the month it arrived in.

The Dashboard shows the total raised, the number of gifts and the average gift, with breakdowns by fund and by month and their charts. It comes with sample data for eight donors and fourteen gifts. Make a copy, replace the sample rows and add your own. Totals, dropdowns and charts update on their own.

Useful for

  • Keeping a record of donations for annual reports
  • Checking which funds get the most support
  • Following up thank-you letters and receipts for each gift

What's included

  • 4 tabs: Dashboard, Donors, Gifts, How to use
  • Dashboard: a dashboard with 4 summary figures
  • Donors: a table
  • Gifts: a table
  • 2 charts that update as you type
  • Formulas, dropdowns and colour rules already set up
  • Sample rows that show how to fill it in

How to use it

  1. 1

    Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Start on the Donors tab: replace the sample rows with your own.

  3. 3

    Keep the formula columns as they are; they fill in as you type.

  4. 4

    Read the How to use tab for tips. For Excel, download the .xlsx file instead.

What you need

Requirements

  • A Google account, or Microsoft Excel for the download

Works with

  • Google Sheets
  • Microsoft Excel (download the .xlsx)

Questions

Is this Donation Tracker template free?

Yes. Download the template and use it at no cost. There is nothing to sign up for.

Does it work in Excel?

Yes. Download the .xlsx file and open it in Microsoft Excel. The totals, dropdowns and charts work in Excel as well.

Can I add a new fund or donor?

Yes. Type the new name on the Donors or Gifts tab, add it to the dropdown list through Data validation, and add a matching row to the Dashboard breakdown.

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