Free Printable Donor Summary Sheet Template
Printable Donor Summary Sheet
Overview
This Printable Donor Summary Sheet offers a streamlined and organized format to capture key donor information, making it easy to track and communicate donor activity within your organization. Ideal for use in audits, meetings, and donor recognition events, this document ensures that essential donor data is readily available, helping to facilitate efficient decision-making and relationship-building.
Contact Information
|
Field |
Details |
|---|---|
|
Donor Name |
Bennie Goodwin |
|
|
bennie@you.mail |
|
Phone Number |
222 555 777 |
|
Address |
Lubbock, TX 79401 |
Donation Summary
This section summarizes the donor’s contributions over a given period, providing insight into their giving patterns. By analyzing this information, your organization can better plan future engagement strategies and tailor communications to encourage continued support.
Total Donations in 2052: $5,000
Number of Donations in 2052: 4
Largest Single Donation: $2,000
Donation Frequency: Quarterly
Donation History
The table below provides a detailed record of the donor’s individual contributions, including dates, amounts, and purposes. This history is essential for tracking donation patterns and ensuring that each contribution is properly acknowledged.
|
Date |
Amount ($) |
Purpose |
|---|---|---|
|
January 15, 2052 |
1,000 |
Annual Fund |
|
April 20, 2052 |
500 |
Scholarship Fund |
|
July 10, 2052 |
1,500 |
Capital Campaign |
|
October 5, 2052 |
2,000 |
Building Fund |
Engagement Activities
Strong engagement with donors is crucial for maintaining lasting relationships and fostering continued support. This section highlights recent interactions and future engagement opportunities to strengthen the bond between your organization and the donor.
March 2052: Met with Donor for a luncheon to discuss upcoming initiatives.
June 2052: Joined the Annual Gala to strengthen key donor relationships.
December 2052:Invited to a donor recognition event.
November 2052: Meeting to discuss collaboration and support.
