The Charity Giving Tracker is a complete build blueprint (PDF guide) for setting up a personal giving record system inside your own Notion — an organisations register, a donations log, a receipts register, a year board, a pledge schedule and a notes register, tied together by relations and rollups and read from a single dashboard. Records only — this system is not financial advice.
What it is: an exact, step-by-step build specification — every database, every property (name + type), every view, and every formula written out in full, plus a sequenced 30-minute build checklist, a sample-data chapter with fictional data and stated expected totals, and weekly + monthly workflows. The guide holds records and organisation only: it contains no tax content and no guidance of any kind — every row in the system is written by you.
What’s inside the system: Organisations Register (every organisation you give to, with the donations against each read back as a total), Donations Log (each gift by date, tied to its organisation and year row), Receipts Register (the receipts you hold, indexed beside the record), Year Board (one row per year, totalling the donation rows tied to it), Pledge Schedule (pledge rows you enter, by state) and Notes Register (the paper trail in your own words) — plus the Dashboard.
Honest note: this is a build-it-yourself blueprint guide, NOT a hosted duplicate-this link — you build the system in your own Notion (the free plan is enough; no Notion subscription needed), following the guide step by step. Building it yourself means you own it outright, understand every part of it, and no seller can ever revoke access. Setup follows the checklist; most builders finish in about 30 minutes.
Instant download — 13-page PDF. Planning/organization tool only — not accounting, tax or legal advice. Records only — this system is not financial advice.
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