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This is a hypothetical example, for informational purposes only. To use it, make a copy for yourself by clicking on "file" and then selecting the fifth option "make a copy." Name it something you will remember.
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Adjust the numbers in green for your situation
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Prior Year Adjusted Gross Income$150,000
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Giving Target (%)10%
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Giving Target ($)$15,000
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OrganizationTax-Deductible DonationNon-Tax-Deductible DonationHow much did I give last year?DateNotes
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Diverse City Fund$1,0002/10/20In honor of John Smith
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Jews United for Justice$1,0004/1/20As part of Heschel Awards
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Janeese Lewis George$505/2/20
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Against Malaria Foundation$2,0006/3/20
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PCCC c4$5006/5/20
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Project Muso$1,5007/12/20
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ACLU c3$1008/1/20
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ACLU c4$1008/1/20
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Sub-total$5,600$650
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Adjusted sub-total$5,600$845
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Adjusted total$6,445
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Giving Target $15,000
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Amount remianing toward target$8,555
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This spreadsheet is for informational purposes and doesn't constitute tax, legal, insurance or investment advice.
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