Financial Summary Spreadsheet printable pdf download

Financial Summary Spreadsheet

Independent Fundraising Event Guide

Appendix B

Financial Summary Spreadsheet

Event Name: __________________________________________________________________________

Event Organizer: _______________________________________________________________________

Receiptable Donations*

Quantity (#)

Amount ($)

Cash

Cheques

Credit Card

Subtotal

Non-Receiptable Revenues

Quantity (#)

Amount ($)

Tickets/Registration

Sponsorship

Merchandise Sales

Food & Beverage Sales

Live/Silent Auction

Gaming Activities

Other/Misc.

Subtotal

Revenue Total

Expenses

Quantity (#)

Amount ($)

Catering

Entertainment

Rentals

Signage & Promotion

Prizes & Giveaways

Expenses Total

Net Revenue (Rev. – Exp.)

*Please refer to the Donations & Tax Receipts section (page 6) for tax receipting guidelines & eligibility.

Documentation must be provided for each donation to be receipted including donor name, address and

contact information. This can be provided with a Pledge Form, photocopies of all cheques, or a

spreadsheet outlining all of the donor’s information. Copies of all invoices must be retained and

available upon request. If this information is not submitted within 30 days of the event, no tax receipts

will be issued.

Financial Summary Spreadsheet