Nonprofit / Free editable template

Charity appeal campaign tracker template

A fundraising appeal needs a clear target, a plan of pushes and a way to see what is working while there is still time to act. This board tracks an eight-week appeal on a thermometer, shows weekly income with each push such as the launch email, appeal letter and match funding day marked above its week, and compares each channel's target, income and donor numbers, with the actions for the final two weeks.

This is a planning example, not legal, tax or fundraising regulation advice. Check Gift Aid, data protection and fundraising rules where you work.

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Charity appeal campaign tracker example showing fundraising thermometer against the target, weekly income with each push marked, channel results and next actions
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Set the target and channels

    Split the target across channels such as mail, email, social and events, so each has its own number.

  2. Plan the pushes

    Put each email, letter, broadcast and match day above the week it lands, then update income weekly.

  3. Act on what works

    Compare channels each week and move effort into the ones ahead of target before the final push.

Questions about this template

How do I update the thermometer each week?

Edit the raised total and raise the fill to match, then add the week's income as a new bar with the push that drove it above it.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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