Year-End Giving Worksheet Success with Purpose Worksheet To help us share your organization’s important information, please complete this worksheet.Please enable JavaScript in your browser to complete this form.Section 1: Causes Supported List the organizations or causes you supported this year.Charity Name:$ Donation: Donation: impact Brought Volunteer Time:Special Gift:Notes:Section 2: Amount GivenRecord your contributions (cash, stock, DAF, in-kind).Total Cash Gifts: Appreciated Assets: DAF Grants: In-Kind Support: Total Giving: Section 3: Impact / ExperienceHow did this giving feel? What results did you notice?Brought me joy or fulfillment? Clear impact demonstrated? Strengthened my connection to the cause? Notes: Section 4: Future FocusHow will you adjust your giving in the year ahead?Continue / Increase / Reduce / Sunset support for:Cause that are most important:Support directed to each organization:“Bring your passion. Connect with purpose. Feel the power of giving.”Success with Purpose | successwithpurpose.orgSubmit
