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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Donation Receipt Template for Excel. Double-click the downloaded file to extract all files.
  2. Open the template "donation-receipt-template-for-excel.xlsx" or "donation-receipt-template-for-excel-uis.xlsx" with Microsoft Excel.
  3. Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
  4. Enter your business information and replace the default logo image to make it your own. (How?)
  5. Click "Design Mode" again to exit design mode.
  6. Create invoice (tutorial movie)!

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Screenshots and Images

The printed version.

Donation Receipt Template for Excel

Donation Receipt Template for Excel (c1004)

c1004 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open donation-receipt-template-for-excel-uis.xlsx.

Donation Receipt Template for Excel (UIS Edition)

Donation Receipt Template for Excel - UIS edition

Download Donation Receipt Template for Excel (c1004)

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

Download this if you have already installed UIS, but are looking for additional customized templates.

316 KBDownload

Download this if you want this design to be set as the default template by the installer program.

2.76 MBDownload

Detail

This general donation receipt template in Microsoft Excel spreadsheet format (".xlsx") includes fields for charity / organization name, address, contact information, donor name, several lines of description, an amount field, a handwriting signature field.

According to IRS Publication 1771, Charitable Contributions Substantiation and Disclosure, charitable donations are tax-deductible for the donor and reportable by the nonprofit organization. A donation receipt must include specific information about the value of the donation and what the donor received in return.

First of all, the most important item to include on the receipts is the name and status of charity / organization name. It must be a non-profit, meaning you have 501c3 status under the federal government. In our donation receipt design, we simply used the fields that are usually for seller information, located on the top of the Excel form.

Secondly, the receipt should include the donor's name, this is necessary in order to be legally valid. Although not required, we've placed the "Phone#", "Mobile#" fields on the top of the section outside the printable area. In case you want to include these information on the PDF donation receipt or printed receipt, you can easily move them into the "Donor" section.

Third, it is also required to clearly describe the donation, including the date the donation was made, as well as the amount of the donation.

The receipt must also declare whether the donor received goods in return for the donation.

While not required, this form includes a "Receipt#" field on the top of the form under the "Date" field. If you have used one of our form designs for invoicing, you may know it is just the "Invoice#" field - we just place a new label "Receipt#" before the cell. So all features Uniform Invoice Software offer for the "Invoice#" field, works for the "Receipt#" field too. For example, the automatic receipt numbering feature, which generates a unique, sequential and unique based on a counter stored in the backend database. You can also retrieve information about an already-saved receipt by type in the receipt number into the "Receipt#" field.

Please also refer to How to Create a Donation Receipt on wikiHow, which explain the key points to note on creating a tax-deductible donation receipt. And visit sample donor substantiation language to get an idea on what to write on donation receipts.

Like other form designs here on InvoicingTemplate.com, Donation Receipt Format for Excel is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013 or 2016.

Format and Specification

Template#c1004
NameDonation Receipt Template for Excel
CategoryReceipt Template
Release DateMonday, August 22, 2016
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns1
Lines8
Line Height (Points)18.00
Print Area$E$3:$L$46
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left18.00
Right18.00
Top75.60
Bottom75.60

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