Charity Record Blog
Tax tips, how-to guides, and product updates.
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General Guides
Visit Help CenterRecording Stock or Securities Donations
Record stock, mutual fund, or bond donations with dates, shares, cost basis, and FMV for IRS reporting.
Recording Vehicle Donations
Record car, truck, boat, RV, or airplane donations with VIN, odometer, and Form 1098-C value. Includes what to gather before you start.
Exporting and printing donations
Download donations as CSV, PDF, HTML, or TXF. Import TXF files directly into TurboTax or H&R Block Desktop.
Recording Art or Collectibles Donations
Record art, antiques, jewelry, and collectibles donations. See appraisal rules and documentation requirements from the IRS.
Import Format Guide
Import donation data into Charity Record from CSV or XLSX files. Supports all seven donation types: items, cash, mileage, stock, vehicles, crypto, and art.
Getting Started with Charity Record
Track charitable donations year-round and export at tax time. Record donations as they happen and check totals anytime.
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