Free Excel template · Excel for nonprofits
Free Excel donation tracker for nonprofits
For small nonprofits and volunteer groups that need a clear record of gifts without paying for donor software. Log each gift on one row; the template totals each campaign against its goal, shows what is still needed, counts unique donors, gives the median and average gift, counts gifts that still need a thank-you, and pulls up any donor's lifetime giving.
Preview and try it
This is the template's sheet, calculated by the same engine as the Cellwise app. Change any number to see the formulas react before you download.
| A | B | C | D | E | F | G | H | I | J | K | L | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Date | Donor ID | Campaign | Amount | Method | Thanked | Campaign | Goal | Raised | % of goal | Still needed | |
| 2 | Oct 3, 2026 | D-1042 | Year-End Appeal | 250 | Online | Yes | Year-End Appeal | 15000 | 2900 | 0.193 | 12100 | |
| 3 | Oct 5, 2026 | D-1007 | Gala | 1500 | Check | Yes | Gala | 20000 | 7250 | 0.363 | 12750 | |
| 4 | Oct 9, 2026 | D-1042 | Year-End Appeal | 25 | Online | Yes | Food Drive | 2500 | 220 | 0.088 | 2280 | |
| 5 | Oct 12, 2026 | D-1118 | Year-End Appeal | 100 | Online | Yes | ||||||
| 6 | Oct 15, 2026 | D-1007 | Year-End Appeal | 500 | Check | Yes | Total raised | 10370 | ||||
| 7 | Oct 18, 2026 | D-1220 | Gala | 5000 | Check | Yes | Number of gifts | 12 | ||||
| 8 | Oct 20, 2026 | D-1203 | Gala | 750 | Online | Unique donors | 8 | |||||
| 9 | Oct 24, 2026 | D-1150 | Food Drive | 60 | Cash | Yes | Median gift | 185 | ||||
| 10 | Oct 28, 2026 | D-1118 | Food Drive | 40 | Online | Average gift | 864.17 | |||||
| 11 | Nov 2, 2026 | D-1210 | Year-End Appeal | 2000 | Check | Gifts not yet thanked | 5 | |||||
| 12 | Nov 3, 2026 | D-1231 | Food Drive | 120 | Online | |||||||
| 13 | Nov 4, 2026 | D-1042 | Year-End Appeal | 25 | Online | Donor lookup | D-1007 | |||||
| 14 | Lifetime giving | 2000 | ||||||||||
| 15 | Number of gifts | 2 | ||||||||||
| 16 | Campaigns supported | Gala, Year-End Appeal |
How the formulas work
Each campaign's total
SUMIF adds the Amount column for every gift whose campaign matches the name in H2. The $ signs lock the gift log so the formula copies down the summary. Add a campaign by typing its name and goal in a new row of the summary and copying the formulas across.
Progress to goal and what is still needed
K2 divides the total by the goal (shown as a percentage). L2 subtracts the total from the goal, and MAX(0,...) shows 0 instead of a negative number once a campaign beats its goal. In the sample the Gala is at 36% and the Year-End Appeal at 19%.
Unique donors
FILTER drops the empty rows at the bottom of the log (otherwise UNIQUE would count "empty" as one donor), UNIQUE keeps one of each ID, and COUNTA counts them. The sample has 12 gifts from 8 donors. Needs Excel 2021, Microsoft 365 or Google Sheets.
Gifts still waiting for a thank-you
Counts gifts with an amount where Thanked is anything but Yes, including empty. Sort or filter the log by the Thanked column to see which ones, and work from the largest gift down.
Look up any donor
Type a donor ID in I13 to see their lifetime giving in this log, how many gifts they made and which campaigns they supported. Handy before a call or a meeting.
Make it yours
- Add new gifts by inserting rows above row 16 so every formula range grows with the log. For a log of thousands of gifts, change $C$2:$C$16 style ranges to whole columns, like $C:$C.
- Use a donor ID or email instead of names, and keep names, addresses and contact details in a separate, access-controlled sheet. Donor information is private.
- Turn the log into a table (Insert > Table) to filter by campaign, method or month in two clicks.
- Record pledges separately from gifts received, so progress to goal only counts money that has actually arrived.
FAQ
How do I track donations in Excel?
Keep one row per gift with the date, donor ID, campaign, amount and whether it has been acknowledged. Then use SUMIF for campaign totals, COUNTA(UNIQUE()) for donor counts and COUNTIFS for gifts that still need a thank-you. This template has all of those built in.
How do I show progress toward a fundraising goal in Excel?
Divide the amount raised by the goal and format the cell as a percentage: =J2/I2. For a visual, select the % cells and add Home > Conditional Formatting > Data Bars.
Can this replace donor management software?
For a few hundred gifts a year, a well-kept spreadsheet is often enough. Once you need automated receipts, online giving integration or many users editing at once, a donor database is worth it, and a clean spreadsheet like this imports easily.
Functions used
SUMIFAdds cells that matchCOUNTIFCounts cells that matchCOUNTIFSCounts with several conditionsMAXLargest numberIFPicks a result from a testROUNDRounds to digitsSUMAdds numbersCOUNTCounts numbersMEDIANMiddle valueCOUNTACounts non-empty cellsUNIQUERemoves duplicates, spillsFILTERKeeps matching rows, spillsIFERRORFallback when a formula errorsTEXTJOINJoins with a separator
Related guides
- How to count unique values in Excel
- SUMIFS with multiple criteria in Excel
- How to calculate percentage in Excel
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