Tracking Holiday Gifts

Tracking Holiday Gifts

1 min read 161 words 25 views

With the holiday season upon us, the joy of gift-giving is accompanied by the challenge of ensuring that everyone on the list has been shopped for, every thoughtful present reaches its intended recipient, and incoming gifts are recorded for thank yous.

Tracking holiday gifts becomes a straightforward process with our simple and user-friendly spreadsheet template. There’s a space for your budget, staff gifts, stockings, and cards. If you have a PA or EA handling your shopping, this template is a great collaborative tool. 

Even if you think it’s too late for this, it’s not. Log everything given and received so that you have a benchmark for your purchasing budget next year. At the end of the season, you’ll be able to look back and decide who you should add to (or delete from) your list. The tracker also helps avoid duplicate gift-giving and can create an inventory of available items for re-gifting opportunities.

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Holiday Tracker Template
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The Estate Management Network is the premier professional organization for Estate Managers, Directors of Residences, Chiefs of Staff, and other upper-management roles in private service. We strive to be the industry leader in providing professional resources, education, and networking opportunities.
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