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Run: Board Member Give-or-Get Tracking Log

Track each board director’s annual give-or-get commitment, gifts, and funds raised in one log. Use it to monitor progress, flag follow-up, and support develo...

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Submission Notice

Tracking Year (required)

Select the year or annual cycle this record applies to.

Submission Type (required)

Choose whether this is a new entry or a correction to a prior submission.

Record Owner (required)

Name of the board member or director this record applies to.

Board Member and Role

Board Member Name (required)

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 (required)

Enter the annual dollar amount expected from this board member.

Member Commitment Amount (required)

Enter the amount the board member personally committed to give or raise.

Commitment Type (required)

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 (required)

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.

Yes No N/A

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.

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