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Year End Giving Statements and Church Donor Letters: phase3 hero serp v2

Year End Giving Statements and Church Donor Letters

$12.99

January means donor statements, and a gift posted to the wrong year or a donor with no address holds them up. This church bookkeeping spreadsheet handles year-end donor giving statements (contribution statements), mileage reimbursement, benevolence assistance, and missions support, in Excel and Google Sheets.

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What's inside

  • Church_Donor_Log_Giving_Statements.xlsx + EXAMPLE: gift log by donor and fund; pick a donor ID and a contribution statement fills in, with the "no goods or services were provided" acknowledgment line; giving summary by fund and gift type
  • Church_Mileage_Reimbursement_Log.xlsx + EXAMPLE: trip log, dated mileage-rate table you edit (verify the current rate at irs.gov), other expenses, 60-day and receipt checks, printable reimbursement voucher
  • Church_Benevolence_Assistance_Log.xlsx + EXAMPLE: household codes only (no names or medical details), per-case and annual limits, second-approver check, pay-the-vendor flags, board-safe summary
  • Church_Missions_Outreach_Tracker.xlsx + EXAMPLE: missionaries and outreach partners, monthly commitments, support grid (paid / short / not due), owed vs paid and balance behind

Who it's for

  • Part-time treasurers at churches roughly 40 to 250 in attendance who send year-end giving statements, reimburse mileage, run a benevolence fund, and support missionaries monthly

Before you buy

Organizational tools only for small churches and ministries. Not tax, legal, or accounting advice. Not approved or endorsed by the IRS or any denomination. Does not guarantee compliance or a clean audit. Confirm acknowledgment wording, mileage rates, and benevolence policy with a qualified CPA or attorney. Built by ReconciledBooksCo, a small shop run by an experienced accountant.

Excel and Google Sheets. No macros. Paid spreadsheet products include a blank file and a filled example, plus a Start Here tab in plain English.

Licensed for one church per purchase.