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Nonprofit Techies
4 MIN READ

Intro to Functions in Excel for Nonprofits

KenelleMoore's avatar
KenelleMoore
Former Employee
Apr 18, 2025

Microsoft Excel is a powerful tool that nonprofits can use to manage donor records, track fundraising efforts, analyze program impact, and organize operational data. Understanding Excel functions can help nonprofit professionals efficiently handle calculations, track important metrics, and make data-driven decisions. In this blog, we'll explore the basics of Excel functions with real-world nonprofit use cases, making it easier for organizations to improve their operations and reporting.

Getting Started with Functions Excel provides a wide range of built-in functions that simplify data management. You can find these functions in the Formulas tab under categories like Text, Date & T...
Updated Mar 06, 2025
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Forgiven311's avatar
Forgiven311
Copper Contributor
Feb 14, 2026

Great intro! For nonprofits doing financial reporting, there are also Excel add-ins that go beyond built-in functions. Some add custom worksheet functions specifically for nonprofit accounting — for example, functions that let you query account balances, movements, debits, and credits by period, fund, or grant directly in any cell. Combined with SUM, IF, and the other functions you covered here, it makes building custom board reports and GAAP statements much faster than starting from scratch.