Event Planner · Free · No account
A fundraiser event planner for ticket, sponsor and donation income.
The fundraiser setup includes Income for tickets, sponsorship, donations, merchandise and grants, Suppliers, Guests with table numbers and a day schedule. The Overview compares income received with money spent, and the budget gives a cost per person expected.
- Excel 2016 and later
- Calculations checked in LibreOffice and Google Sheets
- Choose the event typePick Private, Wedding, Business, Conference, Fundraiser, Launch or Community. Each switches on the sheets it needs, and you can change any of them.
- Name phases and costsEdit the phases, such as Bookings and Final week, and the budget categories. Both lists can also be changed on the Lists sheet later.
- Set date and budgetDownload the workbook and, on Settings, type the event date, expected attendance and total budget. Tasks then count back from that date.
Build your workbook
Preview: Fundraiser planner. Change the selected dates, categories or layout to update the preview.
JavaScript is required to use the builder. The workbook is made in your browser.
What you get
What is different in this setup
Charity and school committees planning a dinner or auction who need to show what was raised against what was spent.
- Income sheet with tickets, sponsorship, donations, merchandise and grants.
- Seating and table counts for a dinner.
- Cost per person expected shown on the Overview.
Sheets included (10)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- OverviewThe event on one sheet: details, countdown, what is overdue or coming up, the budget, guests and income.
- TasksEvery task by phase, with the owner, due date, status and days before the event.
- BudgetEach cost with its estimate, actual amount and difference. Per-guest estimates update when the expected attendance changes.
- SuppliersEach supplier with the contact, quote, deposit, balance, when it is due and the contract.
- GuestsEveryone invited, their reply, party size and dietary needs. The number expected feeds the Budget.
- ScheduleThe running order for the day: times, what happens, who leads, where and which supplier.
- IncomeTickets, sponsorship, donations and other income, expected and received.
- ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
- SettingsValues used by the workbook, such as reminder windows. Change them here.
File details
- Made for
- Excel 2016 and laterThe download is an .xlsx workbook.
- LibreOffice
- No calculation errors in our testLibreOffice recalculated every formula in the workbook with no error values, such as #VALUE! or #N/A.
- Google Sheets
- Calculations matched Excel in our testGoogle Sheets removes sheet protection and repeated print headings.
- Apple Numbers
- Some calculations do not workMany calculations on the Budget sheet and the Overview sheet do not work in Apple Numbers. Numbers converts list-based dropdowns to plain cells and removes colour markers, sheet protection, frozen headings and number and date validation. Use Excel for these calculations and features.
- Calculations
- The Start Here sheet lists the calculations used in this workbook. Results update from the entries you add.
- Builder privacy
- The builder runs in your browser. The entries used to make the workbook stay on your device. How the utilities work
Questions
Are my builder entries sent to Due Form?
No. The builder uses them in your browser to make the workbook on your device.
Information is sent to Due Form when you submit a form or use another service described on the How it works page.
Can I record sponsorship promised but not paid?
Yes. Type the promised amount as Expected and the money that arrives as Received. The Difference column shows what is still outstanding.
Can I share the file with the committee?
Yes. Share the .xlsx file with the committee by email or a shared folder; each person opens it in Excel.
Related Due Form edition
The Week Book
An undated thirteen-week planner for commitments, available time, chosen work and what changed.
For planning the weeks before on paper
Request a tool or send feedback
Request a tool or report a problem
Tell us what you would like to add, change or fix in the Event Planner builder.