Log each gift as it happens — amount, channel, campaign, donor reference — one clean ledger per drive, reconcilable against your payment processor.
Quick answer
Use it to record every gift when it happens — amount and currency, channel, campaign and donor reference — producing a per-drive ledger you can reconcile against your payment processor and feed into receipts and year-end statements.
Money that isn't recorded until the month's end becomes a reconciliation nightmare and a dozen 'did that check arrive?' conversations. This form logs every gift the moment it's made or noticed — amount and currency, channel (cash, transfer, online, in-kind), the campaign it belongs to, donor reference — producing a per-drive ledger that reconciles against your payment processor and feeds both receipts and year-end statements.
Sample form preview — live and ready to fill in.
Everything you need to run this template.
Entries made when the gift lands — memory never enters the ledger.
Cash, transfer, online and goods tracked apart, reconciled together.
Every figure carries the drive it belongs to.
Reconcile with your processor; hand statements to donor relations.
From copy to deliverable in four steps.
Copy it in; list active campaigns and funds.
One entry per gift, right when it arrives.
Compare the ledger against processor totals; chase gaps early.
Per-campaign totals ready for reports and statements without rework.
Pick your role — see how it fits your workflow.
Reconciliation as a weekly fifteen-minute job.
Live totals per drive, without asking accounting.
Statements assembled from a dated, complete ledger.
What makes this template work as a professional deliverable.
A preview of the real questions in this form — exactly what respondents see.
