Donation and Giving Tracker Essentials-Vorlage
Log charitable donations and contributions throughout the year. Track deductible giving amounts for tax preparation purposes.
Was enthalten ist
- Dashboard with giving summary showing total cash donations, total non-cash donations, and combined annual giving
- Donation log with organization name, date, donation type, fair market value, and deductible amount per entry
- Cash and non-cash donation tracking with separate columns for monetary gifts and donated goods or property
- Receipt and acknowledgment tracking with fields to note whether a written acknowledgment was received per donation
- Annual giving totals by category with color-coded input cells (yellow) and auto-calculated donation sums (blue)
- Works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required
Vorschau
Sehen Sie, was in dieser Vorlage enthalten ist
So verwenden Sie diese Donation and Giving Tracker-Vorlage
Log each donation
Enter the organization name, donation date, type (cash or non-cash), amount or fair market value, and deductible amount.
Record cash vs non-cash
The template separates monetary donations from donated goods or property. Enter each type in the appropriate column.
Track acknowledgments
Note whether you received a written acknowledgment from the organization for each donation over $250.
Review annual totals
The dashboard shows total cash donations, non-cash donations, and combined annual giving for tax preparation.
Erstellt von Claude AI. Verfeinert von uns.
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Häufig gestellte Fragen
Do I need written acknowledgment?
The IRS requires written acknowledgment from the charity for single donations of $250 or more. The template tracks whether you received one for each entry.
How do I value non-cash donations?
Use fair market value - what the item would sell for in its current condition. For items over $5,000, a qualified appraisal may be required.
Are all donations tax-deductible?
Only donations to qualified 501(c)(3) organizations are tax-deductible. Verify the organization status before claiming the deduction.
Can I track giving to multiple organizations?
Yes. Each row has an organization field. The template totals all giving and can be filtered by organization to see per-charity contributions.
Wie öffne ich diese Vorlage in Google Sheets?
Laden Sie die .xlsx-Datei auf Google Drive hoch und öffnen Sie sie mit Google Sheets. Alle Formeln und Formatierungen bleiben erhalten.
Weitere Essentials-Vorlagen: Tax Planning
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