Charitable Gifts And Donations Tracker Template For Excel

Last updated on July 25th, 2023

When you are involved in charity, such as giving material or monetary donations or participating in fundraising activities, you will find that you gain a lot of benefits. Being charitable can benefit you socially, financially, psychologically, and even spiritually. Nothing can make you happier than making other people happy in your own ways. Giving gives you a sense of fulfillment and positivity. It also helps you contribute to your community as well as allow you to deduct your monetary donations from your taxes.

Find Out Your Donations For One Year

If you are one of those who likes to give to charity, then you will find this template very helpful. The Charitable Gifts and Donations Tracker Template for Excel is a very useful template to help you keep track of how much you have given to charity for personal record-keeping and tax deduction purposes.

This Charitable Gifts and Donations Tracker allows you to list and view your donations over the course of the year to see how much you have spent and which institution or organization have you been giving donations. As a donation tracker, this template also makes it easier for you to mark whether each donation is tax-deductible so that you can note it in your tax payments at the end of every year.

Identify Tax-Deductible Donations

The template is professionally designed in a theme of shades of blue, making it look clean, elegant, streamlined and professional at the same time. Because of this, you can even include this as a report in PowerPoint presentations. This template can be used for personal or business use. Even if you are an organization that raises funds to give to other organizations, you can also use this template to track your proceeds.

The template features one worksheet where you can type your donations, whether in kind or in cash. Then the recipient or beneficiary organization is also indicated for each donation, as well as the Date Given, Value, and whether each is tax deductible. The table is created in a way that allows you to filter through information so you can view what you want to see without going over the whole table.

Choose from Numerous Design Options to Customize Your Template

You can use this Excel Template with Microsoft Excel 2013 and 2010.


This template is not available anymore, you can download these alternative templates instead:

Go to Download Campaign Management Template for Excel

Go to Gift Planner Template for Excel Online

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