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Blog: Minimizing Financial Clutter
Organized Charitable Giving Part 2: "Didn't We Already Give Them Money This Year?"

Last week I challenged you to make a list of the charities and organizations that were most meaningful to you, and to which you would like to make a financial contribution. Before you contribute, however, you may need to do a little bit of homework:
  • Check your check register, bank statements, and credit card statements from 2007 for any charitable donations you have already made.  Using a highlighter pen, highlight all contributions you've made.


  • Now make a chart of all of the highlighted items.  Title your chart "Charitable Donations 2007".

Name of Organization
Amount of Donation
Date of Donation
Check # or    Credit Card Used

  • Compare your chart to your list of preferred charities.  Have you already given to some of them?  Do you want to make an additional contribution before the end of the year?  Are there others on your list to which you have not yet made a contribution this year?
  • Whenever you make a new charitable contribution this year, add it to your chart.  It will save you some time when you prepare your tax returns next year.

Next Week:  Rascals and Scoundrels and Thieves, Oh My! -  Some phone and mail defensive strategies.

posted on: 11/25/2007 11:30:00 AM by Katherine Trezise
category: Finances

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Minimizing Financial Clutter

by Katherine Trezise

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About Katherine:

Katherine Trezise is president of Absolutely Organized, based in Baltimore, MD. She is president-elect of the National Study Group on Chronic Disorganization. Katherine holds a masters degree in business administration, is a Certified Professional Organizer® and a Certified Professional Organizer in Chronic Disorganization®. Absolutely Organized specializes in helping people organize their homes, paperwork and financial records to make room in their lives for the things, people and activities that are most important to them.

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