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Fundraising Tracking Sheet: A document to track the progress of the campaign, including funds raised, donor information, and engagement data.
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.
Email: info@saypro.online Call/WhatsApp: Use Chat Button 👇
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]
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.
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