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10+ Fundraiser Worksheet Templates

The plan for a start-up project, be it profitable or not, be it a business or a social service activity, cannot be carried out without an uninterrupted source of fund. And hence, for a smooth ride in a new venture you need to develop a comprehensive fund planning which is required to be carried in an organized manner–creating a worksheet is among such organized techniques. Here you find out the best sheet templates for your start-up project.

12+ FREE WORKSHEET Templates - Download Now Microsoft Word (DOC), Microsoft Excel (XLS), Google Docs, Apple (MAC) Pages, Google Sheets (SPREADSHEETS), Apple Numbers

5 Steps to Create a Fundraising Worksheet

Step 1: Assembling the Financial Data

This can be written using an excel sheet having columns with respect to the corresponding sources which includes individual donors, Sales Income and other sources such as government, foundations, and corporations.

Step 2: Evaluation of the Previous Fundraising if Any

This can be done with extending the sheet in step 1 with a column named ‘Remarks’, were corresponding to each of the income sources a brief note on the ‘tricks’ applied to draw that fund can be written. The success and failure both can be carried in this way.

Step 3: Evaluation of Available Resources

This incorporates a workforce mainly–the staff for the fundraising team who are enough efficient with creative and innovative attitudes to pursue the job. A sheet can be made to develop a staff’s team for fundraising along with their functioning in the job.

Step 4: Strategies and Tactics

The strategies and tactics are most relevant for fundraising in order to convince the sponsors. The three sorts of strategies are needed for three purposes viz. attracting new sponsors, renewal of the existing sponsors and upgrading the existing sponsors (drawing more money than that of previous time).

Step 5: Strategy Worksheet

For each strategy that you plan to apply, a strategic chart should be made covering the points such as Strategy Description, Expected Income, Total Cost and Net Income. The total cost can be evaluated in a separate worksheet.

10+ Fundraiser Worksheet Template

1. Simple Fundraiser Worksheet Template

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File Format
  • PDF

Size: 101 KB

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Designed with a vibrant purple header on white, this PDF worksheet fundraiser sheet sample template is free to download. It provides a basic outline of event planning with location, date and time inputs. It also includes a guideline for expected expenses and attendance for the event along with other planning parameters.

2. Sample Fundraiser Worksheet Template

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  • PDF

Size: 704 KB

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This Fundraiser sheet sample is a complete guide along with multiple fundraising related worksheets. It includes fundraiser planning worksheet, strategy and goal worksheet and action plan worksheet with details to help you fill in the required slots and customize it according to your need making it more relevant for every kind of fundraising event.

3. Basic Fundraiser Worksheet Template

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File Format
  • PDF

Size: 1.10 MB

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This basic fundraiser budget worksheet acts as a free guide for comprehensive planning of the entire event. This template comes with suggestive headings along with outlines like a source of income, current year’s income, last year’s income, board members, their activities, acquiring donors, upgraded donors as well as tasks for the event.

4. Layout Fundraiser Worksheet Template

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  • PDF

Size: 554 KB

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The worksheet layout of fundraiser budget worksheet template is a unique piece for strategizing, figuring out the operational processes and planning for the upcoming event. With brief suggestions and outlined tables for strategizing the event, segmenting the causes and needs, drafting donor stewardship plan as well as office planning for the event, this template is free to download.

5. Printable Fundraiser Worksheet Template

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  • PDF

Size: 844 KB

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This fundraising event sheet template is designed for kids and young adults to plan and raise funds for a cause. It comes in a vibrant yellow and black design with comprehensive details for kids and young people to follow easily with worksheets to fill up details of causes, requirements and other inputs for detailed strategic planning.

6. Fundraiser Worksheet Template Sample

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  • PDF

Size: 240 KB

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This event planning template is free to print and customize and comes with a unique owl logo at the top. You can follow the outlines to fill in mission, vision, values, ongoing fundraising activities and SWOT analysis chart, fundraising tactic, special event analysis, marketing, grant income, development of infrastructure, earned income and how these will be implemented.

7. Professional Fundraiser Worksheet Template

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  • PDF

Size: 821 KB

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This eccentric professionally designed fundraiser sheet template serves both as a guide for planning the fundraiser as well as sample worksheets for putting it down on paper. This comes with a comprehensive study of the philosophy of fundraising, worksheets, and guides hiring fundraising staff, writing the case for the cause, advantages, and disadvantages of the strategies for you to plan the entire event.

8. Modern Fundraiser Worksheet Template

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  • PDF

Size: 60.6 KB

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This Modern donation sheet template is a single page PDF worksheet available for free download. This comes with a simple format and suggestive heading like name of the fundraiser, coordinator, amount to be raised, products to be sold, taxable income, tax exemption, website details, unit price, date of sale, deadlines and much more for detailed planning.

9. Standard Fundraiser Worksheet Template

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  • PDF

Size: 109 KB

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This is a simple standard fundraising sign up sheet template with an outlined format for filling in all necessary details. This 2-page worksheet template with a clean design comes with tables for goal setting and planning, estimation of expenses for the event and other logistics along with space for details of the entire planning.

10. Free Fundraiser Worksheet Template

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  • PDF

Size: 531 KB

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This is more than a free non-profit sheet template; it can also serve as a donation template. The kind of fundraiser event that will be conducted, date, amount to be raised are also parts accounted for in this template. This event planning template is free to print and customize.

11. Editable Fundraiser Worksheet Template

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File Format
  • PDF

Size: 362 KB

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Designed with a simple outlook, this fundraiser planning sheet is completely editable. This template comes with goal setting vision, suggested headings for you to change according to your need along with demo inputs for you to form an estimation of the event and funds to be raised.

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