USCES Charitable Giving Tracker – Listing Copy (v1.2.8)

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