Donation and Giving Tracker Modèle Essentials
Log charitable donations and contributions throughout the year. Track deductible giving amounts for tax preparation purposes.
Ce qui est inclus
- 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
Aperçu
Découvrez le contenu de ce modèle
Comment utiliser ce modèle Donation and Giving Tracker
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.
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Nous utilisons Claude AI pour rédiger chaque modèle, après une recherche approfondie. Puis notre équipe prend le relais. Nous affinons la mise en page, testons chaque formule en conditions réelles, corrigeons les cas limites et peaufinons le design jusqu'à obtenir un résultat que nous utiliserions nous-mêmes. L'IA nous amène à 80 %. Les 20 % restants, c'est du jugement humain.
Questions fréquentes
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.
Comment ouvrir ce fichier dans Google Sheets ?
Importez le fichier .xlsx dans Google Drive, puis ouvrez-le avec Google Sheets. Toutes les formules et la mise en forme seront conservées.
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