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Year-End Giving Statement

A donor statement in Excel: a gift log, annual totals, and a printable acknowledgment you can send at year end.

A year-end giving statement for the people who supported the church this year. Fill in the organization and donor on the Gift Log, then enter each gift: date, method, fund, amount, and any goods or services provided. The annual total and net total calculate. Edit the acknowledgment wording on the Statement tab, then print or save it as a PDF. Use one copy of the file per donor, or duplicate the Gift Log and Statement tabs.

  • Gift log with date, method, fund, amount, and goods or services value
  • Annual total, net total, and a count of gifts that calculate from the log
  • Printable Statement tab that pulls donor details and each gift
  • Acknowledgment wording you can edit for your organization
  • Works in Microsoft Excel and Google Sheets, with no macros

These are organizational tools. They are not tax, legal or accounting advice.

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