A donation list is used to keep track of what you’ve donated, when, and to whom. It usually includes details like the date of donation, recipient name, item or amount given, and whether you received a receipt or acknowledgment. This kind of record can be useful at the end of the year for tax filing or simply to see how much you’ve given. This donation list template is designed for individuals and households who give throughout the year—whether through monetary contributions, supplies, clothing, or other goods. It can be filled both digitally or after printing and includes the necessary elements to track donations.
How to Use This Template
The template is designed in multiple file formats and is completely customizable. Whether you’re using it on paper or filling it out digitally, here’s a breakdown of each section:
- Date – Record when the donation was made.
- Donation To – Write the name of the organization, cause, or person who received the donation.
- Description – Briefly describe what was given (such as money, food, clothing, or supplies).
- Value ($) – Enter the actual or estimated value of the donation. You can change the currency symbol if needed.
- Tax Deductible? – Use ✔️ if the donation qualifies for deduction, ❌ if it doesn’t, or leave blank if unsure.
- Receipt – Use ✔️ to show that a receipt was received, or ❌ if not.
- Notes / Acknowledgment Received – Add remarks such as “email confirmation received,” “no acknowledgment,” or any other follow-up you want to note.
In Excel and Google Sheets, ✔️ and ❌ symbols are inserted using dropdowns with data validation. In Word, Google Docs, or PDF formats, you can type “Yes” or “No” instead—or insert checkmarks manually if preferred.
FAQs
Yes. The “Description” and “Value” columns can be used to record physical items, such as clothing, food, or supplies. Estimate the value based on what you would reasonably pay for the item.
You can leave the “Tax Deductible?” column blank or mark it for follow-up. In many countries, only donations to registered charities qualify for deductions—check with the organization if unsure.
Yes. You can add columns such as donation type, payment method, or donation category. All formats of this donation list template are customizable, so adjustments can be made to match your specific tracking preferences.
Pro Tip: If you’re entering donations of goods or services, take a quick photo and save it with the receipt or confirmation. This will make it easier to verify the donation’s content and value later—especially useful during audits or when reviewing older entries.
