Charitable Giving Tracker (Any Tax Year)

An IRS-friendly charitable giving tracker in Excel that keeps all your donations organized and generates year-based totals and checklists with a single Tax Year selection.

Key features

·       Works for ANY tax year (including 2026): select your Tax Year and your totals/reports update automatically.

·       Tracks all major giving types: cash/check/card/online, payroll, fundraiser events (less value received), noncash goods, stock/ETF, crypto, vehicle, QCD, volunteer mileage, and unreimbursed expenses.

·       IRS-style reports: Schedule A helper totals, Form 8283 helper prompts, and a receipt/acknowledgment checklist.

·       Data-entry is simple: edit only the BEIGE input cells. GRAY/WHITE cells are calculated and protected to prevent accidental changes.

·       Includes 3,000 donation entry rows and 500 charity rows (you can insert additional rows on input sheets).

What You Get (Digital Download)

• 1 Excel Workbook (XLSX): USCES_Charitable_Giving_Tracker_v1_2_8.xlsx
• Quick Start Guide (PDF)
• IRS Category Reference (PDF)
• Troubleshooting & FAQ (PDF)
• Personal-Use License + README

How It Works (3 Simple Steps)

1. Add organizations on the Charities tab (BEIGE input cells).
2. Log each donation on the Donations tab (BEIGE input cells).
3. Select your Tax Year on the Summary tab (cell B3) to refresh totals and reports.

Key Features

• 3,000 pre-formatted donation rows
• Supports cash and non-cash charitable contributions
• Customizable donation types and payment methods
• Built-in reports for Schedule A, receipts, and records
• Works for any tax year

FAQ

Does this work for 2026 taxes?: Yes - select 2026 on the Summary tab (cell B3) and the reports will reflect only 2025-dated donations.

Can I use it for prior years?: Yes - it works for any year. Enter donations with the correct dates and select the year you want to report.

Are the formulas protected?: Yes - sheets are protected to prevent accidental edits. Only BEIGE input cells are editable.