Donation Tracking Form Template
Streamline your donor management with ease
Managing donations can feel overwhelming when you're juggling multiple sources. Our Donation Tracking Form Template is designed for nonprofits and charitable organizations, enabling you to effortlessly keep track of donor information and contributions. You'll benefit from features like easy customization, compatibility across devices, real-time data management in Jotform Tables, and seamless integration with over 100 apps. Start using the live template now to simplify your fundraising efforts.
When to use this form
Use this template when you need a central, accurate log of gifts across campaigns and channels. It helps nonprofit teams, PTA treasurers, church admins, and mutual-aid groups keep clean records and spot trends. Track one-time gifts, pledges, recurring support, and in-kind items in one place. If you also collect specific gift types, pair this with the Orphanage donation form or the Contribution form to capture details at the source and roll them into your tracker. Use it during events (silent auctions, fun runs), seasonal drives, or monthly programs to see totals by date, donor, and campaign. The result: faster thank-yous, timely receipts, and reliable reports for boards, audits, and grant updates.
Must Ask Donation Tracking Questions
- What is the donor's full name and primary contact information (email and phone)?
Clear contact data lets you send receipts, thank donors, and fix issues fast. It also prevents duplicate records, which improves reports and saves reconciliation time.
- What is the donation amount, currency, and date received?
These fields anchor your ledger and support accurate daily totals. They also ensure your acknowledgments match the exact gift and timing.
- What is the gift type and method (cash, check, card, online, in-kind, or vehicle)?
Knowing the type triggers the right workflow and receipt. For non-cash items, reference the In-kind donation form or the Vehicle donation form to capture required details.
- Is the gift designated for a specific fund, campaign, or event?
Designations guide how you budget and report restricted vs. general support. Recording this now avoids rework and ensures you honor donor intent.
- How would the donor like to receive their receipt and recognition (email, mail, both, or anonymous)?
Preference options respect privacy and reduce follow-up. They also help you tailor stewardship while staying compliant with donor requests.
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