Overview
This template replaces a basic donor CRM for small non-profits. It tracks every gift by campaign, flags recurring supporters, notes receipt status, and produces a board-ready monthly summary on a separate tab.
Column layout
Copy this column order into a blank Google Sheet, or let SheetLink Forms create the headers for you on first submission.
| Column | Notes |
|---|---|
| Gift ID | SheetLink-generated unique ID |
| Date | Gift date |
| Donor name | As entered on the form |
| For receipts and follow-up | |
| Amount | Dollar amount - format as currency |
| Campaign | Dropdown: Annual Appeal / Gala / Emergency / Memorial / Unrestricted |
| Recurring? | Boolean - was this a recurring-gift signup? |
| In memory of | Optional dedication |
| Receipt sent? | Boolean - did we send the IRS receipt? |
| Thank you sent? | Boolean - did a human send a thank you? |
| First-time donor? | Formula-computed from email history |
| Source (UTM) | Marketing attribution |
| Notes | Freeform |
Useful formulas
Paste these into a top-of-sheet summary row or a separate dashboard tab.
Total raised to date
=SUM(E2:E)Running fundraising total.
This month
=SUMIFS(E:E,B:B,">="&EOMONTH(TODAY(),-1)+1,B:B,"<"&EOMONTH(TODAY(),0)+1)Month-to-date.
Average gift
=IFERROR(AVERAGE(E2:E),0)First-time donor flag
=IF(COUNTIF($D$2:D2,D2)=1,TRUE,FALSE)TRUE on the first occurrence of each email - useful for thank-you workflow.
Conditional formatting
- Amount column: currency format, bold if >= $1,000 (major gift threshold).
- Receipt-sent column: red background if FALSE and date is older than 7 days.
- Recurring column: green background when TRUE - celebrates sustainers at a glance.
Pivot table guidance
Pivot with Campaign as rows, SUM(Amount) as values. Add Month as a column to see campaign performance over time. Board report comes straight from this pivot.
Recommended add-ons
- GDPR tools: Consent capture + deletion tools are built into the base plugin - worth enabling for donor privacy.