How to track your giving to good causes

  1. Go into your bank and open a new current account
  2. Set up a monthly transfer into the account as soon as your paycheck arrives (try 10% of your income if you can afford it)
  3. Create a Google Spreadsheet with the following columns:
Date
Amount (original currency)
Amount (your currency)
Top-up (your currency)
Top-up type (ie. tax relief, donation matching)
Total impact (amount + top-up)
Date settled (leave blank)
Charity name
Charity category
Note

4. When you give to charity, add a new line to the spreadsheet

5. Transfer the amount you donated back into your normal account

6. Update the ‘date settled’ column with the date of the transfer