Fundraiser review and handover template
Record the money your group actually kept, what worked and what to change. Leave the next organiser a useful fundraiser handover.
Use the free worksheetput to work.
Where to start
Review a fundraiser using settled income minus actual costs, then compare that net amount with the target. Record volunteer time, unresolved orders and practical lessons. Leave the next organiser the process and supplier details, without copying private supporter data into a general handover.
Count what your group kept
A campaign total can mean gross orders, donations promised or money paid. Choose one definition for your review and label it. For the final fundraising result, reconcile settled income, supplier bills, other costs and refunds with the person responsible for your accounts.
For example, $4,000 of settled sales less $2,600 in product costs and $200 in other expenses leaves $1,200. If the net target was $1,500, the shortfall is $300. The $4,000 sales figure is not the amount available to spend on your cause.
Look at effort as well as income
Record approximate volunteer hours and the tasks that created queues, confusion or repeated questions. A smaller fundraiser that a small team can run may be a better repeat choice than an event with a higher total and much more work.
Avoid ranking families or children by their contributions. Ask practical questions: Was the deadline clear? Did collection run on time? Did people understand what the money was for?
Leave a handover someone can use
Keep the timeline, approved communications, supplier contact route and a note of what you would change. State when quotes were obtained so the next organiser does not treat old prices as current.
Transfer access through the organisation's normal account process. Do not put passwords, payment information or a full supporter export into this worksheet. Follow your organisation's policy for retaining records.
- Resolve or assign every outstanding order, payment and refund.
- Store the final financial summary with the treasurer.
- Record supplier and venue arrangements worth repeating.
- Give the next organiser a clean template rather than a copy of personal data.
Share a result your supporters can trust
Tell supporters the net amount raised, what it will fund and whether anything is still awaiting payment. If the result is provisional, say so. Thank the people and businesses who helped without inventing an impact you have not delivered.
A factual result with permission to publish can become a useful community idea on RaiseFunds. Include the date, group size, costs and what you would do differently, so another organiser can judge whether it suits them.
Your fundraiser review
Edit it here. Make it yours.Use aggregate figures and reconcile them with your treasurer. This worksheet does not connect to your bank or Raised account and does not calculate totals automatically.
Your entries are not sent to RaiseFunds. Download them, or choose Save draft on this device to keep them in this browser. Avoid saving private information on a shared device. Restoring a draft replaces current entries, so save or download changes you want to keep first.
| Review item | Plan | Actual / what to change |
|---|---|---|
Turn the plan into a fundraiser
Use your campaign's order and payment records as inputs to the review, then reconcile them against the group's actual costs and settlements.
Review Raised's reporting featuresRaiseFunds and Raised are made by the same team. RaiseFunds helps you choose and plan; Raised is our fundraising platform. Check its current fees and terms before starting.
Sources and useful next steps
Our worksheets are original planning templates, not supplier quotes or promises of fundraising results. The sources below support the specific policy or product information in this guide.