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SayPro Donor Tracking Template: For tracking individual or corporate donations and engagement
Email: info@saypro.online Call/WhatsApp: + 27 84 313 7407
SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.
SayPro Donor Tracking Template
Purpose: To maintain a centralized, up-to-date record of all donor activity to improve relationship management, recognize loyalty, and support targeted outreach.
1. Donor Information Table
| Donor ID | Donor Name | Type | Contact Person | Email Address | Phone Number | Preferred Contact Method |
|---|---|---|---|---|---|---|
| 001 | Thabo Mokoena | Individual | N/A | thabo@email.com | 071-234-5678 | |
| 002 | Ubuntu Holdings | Corporate | Siphiwe Nkosi | siphiwe@ubuntu.co.za | 021-123-4567 | Phone |
2. Donation Records
| Donor ID | Donation Date | Amount (ZAR) | Type (One-time/Recurring) | Method (EFT/Card/Check) | Campaign/Event | Acknowledged (Y/N) | Tax Receipt Sent (Y/N) |
|---|---|---|---|---|---|---|---|
| 001 | 2025-05-01 | 1,000 | One-time | EFT | Youth Skills Campaign | Y | Y |
| 002 | 2025-05-15 | 5,000 | Recurring | Card | Internship Fund Drive | Y | Y |
3. Engagement History
| Donor ID | Event Attended | Date | Notes (e.g., volunteered, brought guest, spoke) |
|---|---|---|---|
| 001 | Youth Impact Webinar | 2025-04-18 | Asked a question during Q&A |
| 002 | Donor Gala Dinner | 2025-05-20 | Brought 2 colleagues, spoke about CSR |
4. Communication Log
| Donor ID | Date Contacted | Channel (Email/SMS/Call) | Reason | Response/Follow-Up |
|---|---|---|---|---|
| 001 | 2025-05-22 | Thank-you + Receipt | Replied: “Happy to support” | |
| 002 | 2025-05-25 | Call | Event invitation follow-up | Confirmed attendance |
5. Recognition & Notes
| Donor ID | Recognition Given | Loyalty Level | Notes |
|---|---|---|---|
| 001 | Thank-you post on Instagram | Bronze | First-time donor |
| 002 | Corporate partner spotlight | Gold | Has donated R25,000+ since 2023 |
Optional Add-ons
- Auto-updated dashboards in Google Sheets or Airtable
- Segment tags (e.g., recurring donor, major gift, high-potential)
- Triggers for reminders (e.g., 6-month no-contact, birthday messages)
- Form-connected entries (e.g., donation form auto-logs into sheet)
- Neftaly Malatjie | CEO | SayPro
- Email: info@saypro.online
- Call: + 27 84 313 7407
- Website: www.saypro.online
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