A fundraising report is created on a yearly or monthly basis to document all the activities and events held by the nonprofit organization for the purpose of raising funds. It also gives an account of donations received and how they were put to use. In short, the fundraising report will help you to analyze the performance of the organization in that particular period.
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5 Steps to Write a Fundraising Report
Step 1: Mention Your Major Achievements
Summarize all your major achievements of the year and highlight the best fundraising activities conducted. State how you have worked according to your plan and have accumulated more funds than your planned target, by attracting new donors who contributed in cash and kind, including sponsors for the various events.
Step 2: Include Your Budget Statement
Include the income and expenditure statement in your fundraising report, so that you can tell people how you have raised your funds and the different ways in which you have utilized them. You may summarize this information in the form of bar diagrams or charts so that the data can be understood at a glance.
Step 3: Highlight Statements of Donors and Beneficiaries
Include bits of conversation that you had with your valuable donors and underline the positive quotes they have made about your organization. You can also add favorable remarks made by beneficiaries about how your charitable work has made a significant difference in their lives.
Step 4: Include Your Donor List
You should include the names of the important volunteers and support staff in your fundraising report along with the management and trustees. You can also include the list of donors, depending upon the number of financial supporters and the minimum amount to be donated for inclusion in the report.
Step 5: Compile the Report In an Innovative Manner
The way in which you compile the available information makes all the difference. Your fundraising report should look interesting instead of expensive. You can use simple pages and add relevant photographs of various activities and events for a better impact, instead of going in for glossy colored pages.
10+ Fundraising Report Templates
1. Sample Monthly Fundraising Report
This is a fundraising report template that is created on a monthly basis. It displays all the necessary information in an organized, tabular format. It has divided the entire donations into 2 groups, which are mainly gifts received from various sources and those donated by individuals. This template is well formatted and be used with minor editing.
2. Basic Fundraiser Summary Report
This is a basic fundraising report template which shows the purchases made using the funds received and total allocation of donations during a particular period. It also gives a list of items received from donor. This is a blank template which you can download and use directly after adding the necessary details.
3. Professional Fundraising Report
This is a well designed, attractive and well drafted professional report template which gives complete details about the funds received through various sources and the percentage comparison according to the estimate prepared earlier. This template can be used as a framework to create your own fundraising report.
4. Fundraising Event Final Report Form Layout
This is a simple fundraising event report template used document the income received from fundraising activities conducted by a non profit organization. It is a designed in a tabular form in which relevant information can be included. It is available in PDF pages which are easy to edit.
5. Editable Fundraising Final Report
This is an excellent and attractive fundraising report template that is created to report the fundraising activities of a community working for a social cause. It briefly describes the event, it’s location and organizer. It then gives a summary of the donations received in cash and kind.
6. Fundraising Report Example
Here again is a sample fundraising report template used by a sports club to report the proceeds of its fundraising event conducted on a particular date. It gives a description of the event and the total amount of funds raised during the event. This template can be used for any charity organization which is fundraising on a small scale.
7. Modern Fundraising Annual Report
This is a complete fundraising annual report template which gives complete details about the organization right from its inception, it’s objectives, policies, staff and fundraising activities conducted throughout the year. It gives you the basic guideline to frame a fundraising report for your own organization.
8. Fundraising Report Sample
This is a beautifully presented report example designed to report the fundraising work conducted by a charitable foundation involved in the treatment of people suffering from a near fatal illness. The report is complete with all details and photographs about the organization and how they have improved lives over the years.
9. Printable Fundraising Report
This is a concise but complete report that describes the policies used by the organization to fundraise for a particular cause. It provides a detailed report with highlighted points which are self explanatory. It is a well drafted printable template which is easy to understand and implement.
10. Standard Charitable Giving Report
This is a very versatile and well equipped charity report designed in PDF pages. It gives a complete report which covers 14 pages with charts, graphs and highlighted tables. The charity fundraising template can be used by any other charitable organization after editing the contents of the report.
11. Corporate Fundraising Activity Report
This is a well designed and organized corporate fundraising template which can be used by a charitable organization to report it’s yearly fundraising details. It also mentions the names of the sponsors and the amount of funds raised from sponsorships. Lastly, it shows the breakdown of expenses and the actual profits gained.