Use Spreadsheet to Track Donations

Summary


Dear Heloise: It seems that sending a donation to a charity just generates more letters. I have those I want to contribute to once a year. I had trouble remembering if I had already made a contribution when I received each letter. I now begin each year with a spreadsheet that has columns for the date, charity items donated or check number and the amount.

I keep every receipt when purchasing items to be given to worthy causes, and I record the information on the sheet. I assign a number on the letter of solicitation or replies from the charities, with the corresponding number on the spreadsheet. I can quickly look to see if I have given for the year before making another contribution. At the end of the year, I have a complete list of charitable giving, and with the spreadsheet I can quickly add the total.

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Extract


Use Spreadsheet to Track Donations

I was surprised when I did this to see that the very small things mount, and for income-tax purposes it was more...

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