Templates & Toolkits

Designated Funds and Restricted Giving Log

Church Office & Treasurer

Designated Funds and Restricted Giving Log

$14

A log of designated gifts and amounts spent, with remaining balances. It is not accounting software.

Instant download · 1 ZIP file (0.33 MB) · PDF, XLSX

What’s inside

  • Fillable fund list, activity log, and reminder notes
  • Spreadsheet: funds, gifts in, amounts spent, and remaining balances for a year you choose
  • Year totals use a date window, so blank dates are not treated as January
  • A designated gift log, not accounting software and not tax advice
  • Sample funds and amounts are fictional. Delete them before you start

General information only, not tax or legal advice. IRS rules change, so check current guidance or ask a tax professional.

Licensed for one person or one organization. Please don’t resell, share or post the files.

Sales are final because files arrive instantly. If a file is broken or not as described, email us within 30 days and we will fix it or refund you. Shop terms.

Pairs well with Donor and Giving Tracker ($14), Church Treasurer and Offering Kit ($19), and Simple Budget vs Actual Workbook ($12).

Pairs well with

Donor and Giving Tracker ($14), Church Treasurer and Offering Kit ($19), and Simple Budget vs Actual Workbook ($12).

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