Board Member Give-or-Get Tracking Log

Tracks each board director's annual gift and funds raised against the board giving expectation to support fundraising accountability and development reporting.

Submission Notice

• Tracking Year
  Select the year or annual cycle this record applies to.
• Submission Type
  Choose whether this is a new entry or a correction to a prior submission.
• Record Owner
  Name of the board member or director this record applies to.

Board Member and Role

• Board Member Name
  Enter the director's name as used in board records.
• Board Role
  Select the board role if it is relevant to the tracking report.
• Committee Affiliation
  Select all committees that are relevant to this board member's fundraising responsibility.
• Contact Email
  Optional internal contact email for follow-up or clarification.

Annual Give-or-Get Commitment

• Annual Give-or-Get Expectation
  Enter the annual dollar amount expected from this board member.
• Member Commitment Amount
  Enter the amount the board member personally committed to give or raise.
• Commitment Type
  Indicate how the commitment will be fulfilled.
• Commitment Date
  Optional date the commitment was made or confirmed.

Gift and Funds Raised

• Personal Gift Amount
  Enter the amount personally contributed by the board member.
• Funds Raised Amount
  Enter the amount raised from others on behalf of the board commitment.
• Gift Date
  Date the personal gift was received, if applicable.
• Fundraising Method
  Select all methods used to meet the give-or-get commitment.
• Supporting Notes
  Add brief context for pledges, restricted gifts, or follow-up items. Avoid donor PII unless necessary.

Progress and Follow-Up

• Amount Toward Goal
  Automatically calculates total progress toward the annual expectation.
• Remaining Balance
  Automatically calculates the remaining amount needed to meet the expectation.
• Status
  Select the current status of the board member's give-or-get commitment.
• Follow-Up Needed
  Check if development should follow up on this record.
• Follow-Up Due Date
  Set a due date only if follow-up is needed.

Audit Trail and Review

• Reviewed By
  Name of the staff member who reviewed this entry.
• Review Date
  Date the record was reviewed or verified.
• Review Comments
  Add internal notes about discrepancies, corrections, or next steps.