???? Neftaly Donation Tracker Spreadsheet

Empowering Employees to Monitor Their Charitable Contributions

Initiative: Neftaly Monthly May SCDR-2 – Neftaly Monthly Charitable Donations
Organized by: Neftaly Development Strategic Partnerships Office
Governed by: Neftaly Development Royalty

???? Purpose of the Template

The Neftaly Donation Tracker Spreadsheet is a customizable template provided to all participating employees. It enables them to track their individual donations, the causes or organizations they support, and the dates and amounts donated. This tool promotes financial transparency, self-monitoring, and reflection on personal social responsibility efforts.

???? Key Components of the Spreadsheet

The template includes clearly labeled columns and dropdowns for streamlined use. Key columns include:

1. Date of Donation
2. Charity Name (with dropdown of Neftaly-approved charities)
3. Cause Type (e.g., Education, Environment, Health, Poverty Alleviation)
4. Donation Amount (ZAR or preferred currency)
5. Donation Type (☐ One-Time ☐ Monthly ☐ Annual)
6. Payment Method (e.g., Salary Deduction, Credit Card, EFT)
7. Receipt Number/Confirmation Code
8. Notes (e.g., reason for donation, special campaigns)

???? Features

• Auto-calculated totals for monthly, quarterly, and annual contributions
• Graphs to visualize giving trends
• Flags to mark tax-deductible donations
• Password protection options for data privacy
• Printable summary report for tax filing or personal review

???? How It’s Used

Employees are encouraged to update their spreadsheet after every donation. The tracker is optional, intended for personal use and not shared unless the employee chooses to report their contributions for recognition or internal awards.

???? Availability

The spreadsheet is downloadable in:

• Excel (.xlsx)
• Google Sheets (with cloud syncing)
• PDF (for print-only records)

For a copy, visit: www.saypro.online/resources

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???? Neftaly Volunteer Registration Form

Sign Up to Give Your Time Where It Matters Most

Initiative: Neftaly Monthly May SCDR-2 – Neftaly Monthly Charitable Donations
Organized by: Neftaly Development Strategic Partnerships Office
Governed by: Neftaly Development Royalty

???? Purpose of the Form

The Neftaly Volunteer Registration Form is designed for employees who wish to participate in hands-on volunteer work with Neftaly partner organizations. The form collects preferences and availability, enabling efficient matching of employees with volunteering opportunities.

???? Key Sections of the Form

1. Employee Information

• Full Name
• Employee ID
• Contact Number and Email
• Department/Location

2. Preferred Volunteer Activities

• ☐ Environmental Cleanup
• ☐ Community Health Drives
• ☐ Teaching or Tutoring
• ☐ Fundraising Events
• ☐ Administrative Support
• ☐ Others (Specify)

3. Availability

• Preferred Days: (e.g., Monday to Friday, Weekends)
• Preferred Time Slots: Morning / Afternoon / Evening
• Duration: ☐ One-Day ☐ Weekly ☐ Monthly

4. Location Preference

• Drop-down list of Neftaly-approved nonprofit locations
• Checkboxes for:
  • ☐ Virtual Volunteering
  • ☐ In-Person (Local)
  • ☐ In-Person (Remote/Rural Outreach)

5. Emergency Contact Information

• Name
• Relationship
• Contact Number

6. Consent & Waivers

• I understand that I am volunteering of my own free will
• I agree to follow all health and safety protocols
• I give permission for Neftaly to share my availability with selected nonprofits

???? Submission & Follow-Up

• Submit via the Neftaly employee portal or CSR email
• Receive confirmation within 3 working days
• Matching and assignment to nonprofit partners within 7 days

???? Outcome

After volunteering, employees log their hours through the Volunteer Hours Log, which contributes to their overall Neftaly CSR Impact Score.

For access, employees can visit the CSR section on www.saypro.online/volunteer