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Updated:August2014 FundraisingIncomeTransactionForm Alwaysuseforfundraisers, regardlessofotherincometransactionformsused PRINTCLEARLY. Signaturesshouldbeprinted, theninitialedbysigner. Directions:Completethisformforeachfundraiseroraftereachshiftofafundraiserifmultipledays.
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How to fill out fundraising income transaction form
How to fill out a fundraising income transaction form:
01
Start by entering the date of the transaction. Make sure to include the day, month, and year.
02
Specify the source of the income. This could be an individual donor, a corporate sponsor, or a fundraising event.
03
Provide detailed information about the transaction. Include the amount of the income received and any relevant reference numbers or codes.
04
Indicate the purpose of the fundraising. This could be for a specific event, project, or general organizational funds.
05
If applicable, note any restrictions or conditions attached to the income. This could include guidelines on how the funds should be used or any specific reporting requirements.
06
Include any supporting documentation, such as donation receipts or event registration forms, along with the form.
07
Review the form for accuracy and completeness before submitting it.
Who needs a fundraising income transaction form:
01
Nonprofit organizations: Nonprofits often rely on fundraising efforts to sustain their operations and fulfill their mission. As such, they need to keep track of all incoming funds through the use of a fundraising income transaction form.
02
Charitable foundations: Foundations that disburse funds to various charitable causes also need a record of all transactions. A fundraising income transaction form helps them keep track of the sources and purposes of the funds they distribute.
03
Corporate sponsors: Companies that sponsor fundraising events or initiatives may require a formal record of their financial contributions. A fundraising income transaction form provides the documentation they need for their own record-keeping and financial reporting purposes.
04
Independent fundraisers: Individuals or groups raising funds for a specific cause or event may also use a fundraising income transaction form to track and report their income. This ensures transparency and accountability in their fundraising efforts.
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