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
Email	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.

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