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FUNDRAISER SUMMARY REPORT Page 1 of 2Fundraising Activity___ Fund/Account Name___ Sponsor___ Date(s) of Fundraiser___ Authorized Purpose___Total Collections$___Less: Total Expenses$___Total Fundraiser
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How to fill out fundraiser summary report

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How to fill out fundraiser summary report

01
Begin with the title of the fundraiser at the top of the report.
02
Include the date range for the fundraising event.
03
Provide a brief description of the fundraiser's purpose.
04
List the total amount raised during the fundraiser.
05
Breakdown the income sources, detailing donations, sponsorships, ticket sales, etc.
06
Include any expenses incurred during the fundraising effort.
07
Calculate and display the net profit from the event.
08
Add any supporting documents or data (e.g., donation receipts, volunteer hours).
09
Summarize the impact of the raised funds and how they will be used.
10
Conclude with acknowledgments for contributors, volunteers, and supporters.

Who needs fundraiser summary report?

01
Nonprofit organizations
02
Fundraising event coordinators
03
Donors and sponsors for transparency
04
Financial officers and accountants for record-keeping
05
Board members for evaluating fundraising effectiveness
06
Grant applicants where reports may be required.
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A fundraiser summary report is a document that provides an overview of the financial activities and outcomes of a fundraising event or campaign.
Typically, organizations or individuals that conduct fundraising activities, especially non-profits, are required to file fundraiser summary reports to ensure transparency and compliance with regulatory requirements.
To fill out a fundraiser summary report, you should gather all financial data from the fundraising event, categorize the income and expenses, and provide details such as the date of the event, the amount raised, and the beneficiaries. Then, complete the report form as per the guidelines provided by the governing body or organization.
The purpose of a fundraiser summary report is to provide a clear and concise summary of the funds raised, how they were utilized, and to demonstrate accountability to stakeholders, including donors and regulatory agencies.
The fundraiser summary report must include details such as the total funds raised, expenses incurred, the net amount raised, the purpose of the fundraising, beneficiary information, and any relevant participant or operational details.
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