Neftaly Donation Tracker Spreadsheet
Track, Reflect, and Report Your Charitable Giving with Ease
Program: Neftaly Monthly May SCDR-2
Initiative: Neftaly Monthly Charitable Donations
Issued By: Neftaly Development Strategic Partnerships Office
Supervised By: Neftaly Development Royalty
???? Overview
The Neftaly Donation Tracker Spreadsheet is a simple, customizable, and powerful tool designed for Neftaly employees to personally track and manage their charitable contributions throughout the year. This spreadsheet helps individuals maintain a clear record of all donations—both financial and in-kind—and aligns with Neftaly’s commitment to transparency, accountability, and meaningful community impact.
By maintaining an accurate log of giving activities, employees can:
- Review their giving history at a glance
- Organize contributions by cause or organization
- Ensure proper documentation for tax deductions or end-of-year reports
- Contribute to Neftaly’s aggregated impact assessments
???? Key Features of the Template
The spreadsheet is available in Microsoft Excel and Google Sheets formats and includes the following columns and functionality:
1. Date of Donation
- Enter the exact date when the donation was made.
- Useful for organizing contributions chronologically.
2. Name of Charity / Cause
- Specify the nonprofit organization or cause supported.
- A drop-down list of Neftaly-approved charities is included for easy reference.
3. Donation Type
- Choose between:
- ☐ Financial
- ☐ In-kind (goods or services)
- ☐ Volunteer Time (logged in hours)
4. Donation Amount / Value
- Input the exact monetary amount donated (in ZAR or preferred currency).
- For in-kind donations or time, estimate and note the value in the comment section.
5. Recurring or One-Time
- Mark as:
- ☐ One-Time
- ☐ Monthly
- ☐ Quarterly
- ☐ Annual
6. Method of Payment
- Document the method used:
- Credit Card, Payroll Deduction, EFT, etc.
7. Donation Reference Number
- Input the reference number or transaction ID for record-keeping.
- Helps during audits or verification of tax claims.
8. Confirmation Receipt
- Indicate if a receipt was received.
- Attach/link the PDF if working in Google Sheets.
9. Motivation / Notes
- Optional field to write a personal reason or note about why the charity was chosen.
- Helps in reflecting on giving goals and building a giving legacy.
10. Volunteer Hours (if applicable)
- Track the number of hours contributed to community service.
- Supports CSR reporting and recognition programs.
???? Summary Dashboard
At the top of the spreadsheet, a built-in dashboard automatically updates with:
- Total amount donated (monthly and cumulative)
- Top supported causes
- Hours volunteered
- Number of charities supported
This provides a motivating and real-time overview of the employee’s giving impact.
???? Privacy and Security
The spreadsheet is for personal use, and Neftaly does not access the contents unless voluntarily shared by the employee. It is recommended to store this document securely (e.g., encrypted cloud storage or password-protected folders).
✅ Benefits for Employees
- Easy record-keeping for personal and financial planning
- Helps with tax deduction claims
- Encourages intentional and consistent giving
- Supports Neftaly’s CSR documentation and employee recognition programs
???? How to Access
Employees can download the Donation Tracker Spreadsheet from:
???? Neftaly Intranet > CSR Toolkit > Donation Tracker Template
???? Available upon request by emailing: csr@saypro.online
Formats available:
- Excel (.xlsx)
- Google Sheets (cloud-linked)
- PDF (read-only version)
????️ Optional Sharing
Employees who wish to be considered for recognition (e.g., Neftaly Giving Champion of the Month) can submit their completed spreadsheets quarterly to the CSR Office. Participation is entirely voluntary.