Fundraising Tracking Sheet: A document to track the progress of the campaign, including funds raised, donor information, and engagement data.

1. SayPro Documents Required from Employees

You can create a comprehensive list or checklist of documents to request from employees for your records. Here’s an example email template for collecting these documents, and a basic list:

Documents to Request from Employees:

• Employment Contract: Signed agreement outlining the terms of employment.
• Tax Identification Number: For tax and payroll purposes.
• Proof of Identity: Government-issued ID (e.g., passport, driver’s license).
• Emergency Contact Information: For safety and communication in case of emergencies.
• Bank Account Information: For salary deposits.
• Educational Certificates: Degrees, diplomas, or certifications relevant to their role.
• Work Permit/Visa: If applicable (for international employees).
• Confidentiality or Non-Disclosure Agreement: Signed documents that protect the company’s sensitive information.

Email Template for Document Request:

Subject: Request for Important Employee Documents

Dear [Employee’s Name],

I hope this message finds you well! As part of SayPro’s record-keeping process, we need to collect the following documents for your employee file:

• [List of Required Documents]

Please submit these documents by [specific date]. If you have any questions or need assistance, feel free to reach out.

Thank you for your cooperation!

Best regards,
[Your Name]
[Your Position]
SayPro
[Contact Information]

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2. Fundraising Tracking Sheet for SayPro

A Fundraising Tracking Sheet is essential for monitoring the progress of your campaign, keeping track of donations, donor information, and other engagement data. Below is a sample layout that you can customize for your needs.

Fundraising Tracking Sheet Template:

Donor Name	Contact Information	Donation Amount	Donation Date	Payment Method	Campaign/Project Supported	Notes/Follow-Up
John Doe	john.doe@email.com	$500	01/15/2025	Credit Card	Community Outreach Fund	Thank-you email sent
Jane Smith	jane.smith@email.com	$250	01/20/2025	Check	Education Support Program	Needs follow-up call
Michael Brown	mike.brown@email.com	$1,000	01/22/2025	Online Donation	Youth Empowerment Campaign	Thank-you email sent, send newsletter
Sarah Lee	sarah.lee@email.com	$100	01/25/2025	PayPal	General Fund	Send donation receipt
David Johnson	david.johnson@email.com	$300	01/28/2025	Credit Card	Healthcare Access Project	Thank-you card sent

Columns Explanation:

• Donor Name: The full name of the donor.
• Contact Information: Email or phone number for follow-up communication.
• Donation Amount: The total amount donated.
• Donation Date: The date the donation was received.
• Payment Method: How the donation was made (credit card, check, online donation platform, etc.).
• Campaign/Project Supported: The specific campaign or project the donor has supported with their contribution.
• Notes/Follow-Up: Space for tracking thank-you notes sent, follow-up calls, or additional actions needed.