Charitable Giving Tracker

Overview

Finds all charitable donations in your transaction history, totals your annual giving, organizes donations by recipient, and estimates the potential tax deduction value. Helps you plan giving strategy and prepare for tax season.

Wilson Tools Used

• transaction_search — find charitable donation transactions across all accounts

Workflow

1. Run transaction_search with query: "donation OR charity OR charitable OR church OR tithe OR nonprofit OR 501c3 OR United Way OR Red Cross OR Salvation Army OR GoFundMe OR donor OR giving" and months: 12 to find all charitable transactions in the past year.
2. Also run transaction_search with query: "foundation OR ministry OR habitat OR food bank OR humane society" and months: 12 to catch additional charitable organizations.
3. Combine and deduplicate results. Group by recipient organization.
4. For each organization, calculate total donated in the period.
5. Classify each donation as likely tax-deductible or not:
   • Tax-deductible: donations to registered 501(c)(3) organizations
   • NOT deductible: GoFundMe for individuals, political campaigns, gifts to individuals
6. Present the giving summary: