Worksheet

Trustee meeting pack template

A five-page template with fixed blocks: bank reconciliation, receipts by fund, top donors, overdue pledges, and a log of cancelled receipts and edited entries. Each block has columns for date, receipt number, donor, fund, mode and amount, plus a line for the trustee’s query to be raised at the meeting. Print it fresh each time.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Donation Receipts and Donor Reports: What Trustees Should Expect”, www.gullysystem.com/blog/donation-receipts-and-donor-reports-what-trustees-should-expect