Everything you need to track donations

Simple tools to organize your charitable giving for tax time.

Learn more on our Pricing and FAQ pages.

Track Different Donation Types

Record items, cash, mileage, and stock & securities all in one place. Organized by type, totaled for your annual tax deduction.

  • Item donations: Track description, quantity, condition, and fair market value
  • Cash donations: Amount tracking with notes and recurring support
  • Mileage: Calculate deduction using IRS standard rate with recurring support
  • Stock & securities: Track shares, basis, and fair market value

Multi-Year History

Access donation records across multiple years in one place. No more hunting for spreadsheets when tax season arrives.

  • Switch between years with a single click
  • Import history going back to 2010 or earlier
  • Add, edit, or delete donations from any year

Fair Market Value Estimates

Get suggested valuations to help you choose a reasonable value. Search our database of common donated items or enter custom values at any time.

These are estimates to assist your decision. For personalized guidance, always consult a tax professional. For general IRS guidance, see Publication 561.

See Your Impact

View running totals for each year and track your charitable impact over time. See how your giving adds up year after year, all in one place.

  • Annual totals by donation type
  • Combined totals across all donations

Import Your History

Bring in years of donation history with a simple CSV upload. Compatible with ItsDeductible export format.

  • Import multiple years of ItsDeductible data
  • Automatic duplicate detection
  • Preview before finalizing import

Export for Tax Time

Your data stays yours. Export your donation records in multiple formats for your tax preparer or tax software – you're never locked in.

  • CSV format: Reference while entering donations in tax software, or share with your preparer
  • TXF & PDF exports: Planned for April 2026 for TurboTax direct import and tax preparers

Ready to get organized?

Join the waitlist and be among the first to access Charity Record.

Your data stays yours – export anytime while subscribed, and for 30 days after you cancel.

Explore our Pricing and FAQ.