Nonprofit Monthly Reports: 4 Reports to Review Every Month

Key Takeaways

• Nonprofit monthly reports help teams track fundraising, finances, campaign performance, and goal progress.
  
  
• The four key reports are a monthly fundraising report, campaign performance report, monthly financial report, and board goal-tracking report.
  
  
• A strong report shows what was raised, what worked, what changed, and whether the organization is on track.
  
  
• GivingFuel helps nonprofits keep donation, donor, campaign, and reporting data connected in one place.
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Monthly reporting shouldn’t feel like a last-minute scramble before a board meeting.

The right nonprofit monthly reports help your team answer simple but important questions: 

How much did we raise?
Which campaigns are working?
Can finance reconcile quickly?
Are we on track for our goals?

For many nonprofits, the problem isn’t that the numbers don’t exist. It’s that they live in too many places: donation forms, spreadsheets, accounting software, CRM notes, and email reports.

In this guide, we’ll walk through the four monthly reports every nonprofit team should review and how GivingFuel helps make reporting simpler, faster, and more connected.

What Is a Nonprofit Monthly Report?

A nonprofit monthly report is an internal checkpoint your team reviews every month. Most nonprofits need two kinds of monthly reporting:

👉 Financial reports show income, expenses, cash flow, budget progress, and reconciliation needs.

👉 Fundraising reports show donations, campaigns, donors, recurring giving, and goal progress.

Both matter. Financial reports help the treasurer and board understand the health of the organization. Fundraising reports help the executive director and development team understand what is actually working.

GivingFuel’s recurring revenue and retention reporting helps nonprofits review donation and fundraising activity from one dashboard instead of rebuilding reports from scratch.

Report 1: Monthly Fundraising Report

The first report should answer the question every team asks first: how much did we raise this month?

Track:

💵 Total revenue this month vs. goal

🎯 Revenue by campaign or fund

👥 New vs. returning donors

🎁 Average gift size

🔁 Recurring donation activity

🧾 Online vs. offline gifts

Recurring giving deserves its own attention. Monthly donations can help create steadier revenue, but only if your team can see what is active, paused, failed, or canceled.

This is also where donor follow-up comes into play. Look at donors who gave last year but not this year, recurring donors whose gifts failed, and supporters who may be ready for a personal update.

GivingFuel helps teams filter and segment donors in the Donor CRM, so you can see donor groups, campaign activity, and giving history without sorting through spreadsheets.

For more recurring giving support, see GivingFuel’s guide on how GivingFuel handles recurring donations.

Report 2: Campaign Performance Report

Your monthly report should not only show how much came in. It should show where the money came from.

Track campaign and channel performance by looking at:

📬 Email campaigns

📱 Social media links

🌐 Website donation pages

🎟️ Events or peer-to-peer campaigns

🎯 Specific funds or appeals

This helps your team avoid guessing. If one donation page is converting well, you can continue promoting it. If a campaign brings traffic but few gifts, that means the page, message, or form may need work.

Avoid blending everything into one “general fundraising” number. Separate campaigns, events, and peer-to-peer efforts so your team can see what is driving real support.

Report 3: Monthly Financial Report

A monthly financial package helps your board and finance team understand where money came from, where it went, and whether anything needs attention.

A simple monthly financial package usually includes:

📊 Statement of activities

🏦 Statement of financial position

💸 Cash flow summary

📌 Budget vs. actual report

🔒 Restricted vs. unrestricted funds

The most helpful reports include a short note for any major variance. For example, if event revenue was higher than expected, explain why. If expenses were over budget, note what changed.

Reconciliation gets easier when donation data is already organized by fund, campaign, payment type, and fees. It gets harder when teams have to manually match every gift to accounting records.

GivingFuel’s automatic card updater to reduce failed-payment revenue loss can also help protect recurring revenue, so fewer monthly gifts stop due to expired or replaced cards.

For more on failed payments and recurring gift management, see GivingFuel’s guide on how GivingFuel handles recurring donations, failed payments, and donor self-service.

Report 4: Board and Goal-Tracking Report

Your board doesn’t need a 20-page report to understand how things are going.

A strong monthly board dashboard can fit on one page and include:

📈 Total revenue vs. annual goal

👥 Donor count trend

🔁 Recurring giving progress

🎯 Top three campaigns

💬 One short mission impact note

The goal isn’t to check the “reporting” box. The goal is to help leadership make decisions.

Instead of saying “We raised $5,000,” connect that number to impact: “$5,000 helped fund two weeks of meals for families in our program.”

GivingFuel helps teams pull a one-page board dashboard in minutes, so leadership can see the numbers that matter without waiting on a custom spreadsheet.

Simple Monthly Reporting Workflow

Running better monthly reports doesn’t require a complicated process. It just needs to be a repeatable process. 

Try this simple workflow:

1. Pick the same reporting date each month.
2. Pull fundraising data from your donation platform.
3. Reconcile deposits, fees, refunds, and offline gifts.
4. Review campaign and recurring giving performance.
5. Add a short summary for leadership.
6. Send the board packet before the meeting.

If pulling five or six core numbers takes more than a few minutes, the process is likely overcomplicated. 

GivingFuel helps reduce the “stitching tools together” problem by keeping donations, donor records, campaigns, and reporting connected. It also offers transparent nonprofit pricing with no per-transaction platform fee, so your team can understand costs clearly with no surprises.

Free Monthly Nonprofit Report Template

A simple nonprofit monthly report template should include two sections.

Fundraising KPIs:

• Total revenue
• Revenue by campaign
• New and returning donors
• Average gift size
• Recurring revenue
• Lapsed or at-risk donors

Financial KPIs:

• Cash balance
• Revenue by source
• Expenses by category
• Budget vs. actual
• Restricted and unrestricted funds
• Notes on major changes

Fill in the fundraising side from your donation platform. Fill in the financial side from your accounting system. Then add a short written summary that explains what changed, what’s working, and what needs attention.

FAQs

What should a nonprofit monthly report include?

A nonprofit monthly report should include fundraising performance, campaign results, recurring giving activity, financial statements, budget progress, and a short summary of what changed that month. The goal is to help your team and board quickly understand how the organization is doing.

What is a 3-month report called?

A 3-month report is usually called a quarterly report. Monthly reports help teams track progress more often, while quarterly reports are often used for trend review and board check-ins.

Can you look up a nonprofit’s financials?

Yes. Many U.S. nonprofits file Form 990, which is public record. Internal monthly reports are different. They are used by the nonprofit’s team and board to manage fundraising, finances, and goals throughout the year.

How do you write a monthly treasurer’s report?

A monthly treasurer’s report should summarize cash position, revenue vs. budget, major expenses, and any important changes. Keep the summary short, then attach detailed financial statements for anyone who needs more information.

Run Monthly Reports in Minutes

The nonprofits that review fundraising and financial numbers every month can catch problems earlier, make better decisions, and build more trust with their board.

Monthly reporting doesn’t need to take days. With the right donation platform, your team can pull fundraising activity, donor records, recurring gift data, and campaign performance from one connected place.

Ready to make reporting easier? Sign up with GivingFuel today.

Our team is here to help you make nonprofit reporting simpler, more connected, and easier to manage.

— The GivingFuel Team