Recurring giving
Review whether recurring giving belongs in the household plan.
Fictional sampleInteractive demonstration
Chapter 11
Charity & Donations
Keep a giving profile for what matters and a separate year-by-year log of what was actually given.
Planstead records charitable giving. Tax treatment depends on the recipient organization, contribution type, documentation, and applicable tax rules.
Canonical readiness
What makes up 51% readiness?
Not Applicable leaves the denominator. Review Later stays applicable and incomplete.
2completed
4applicable
0excluded
2remaining
Top gaps→ Review Maple Arts Project.→ Review Former recurring organization.
Manage what applies Plan Settings →
Plan setup
Chapter applicability
Applicability was set during onboarding. Review Later remains incomplete; Not Applicable is excluded from readiness.
Annual gifts
Review whether annual gifts belongs in the household plan.
Charitable beneficiary
Review whether charitable beneficiary belongs in the household plan.
Other giving
Review whether other giving belongs in the household plan.
Household overview
Giving Profile — what we care about
See who or what each record concerns, where supporting information can be found, and what needs review.
recurring donationconfirmed
Harbor Community Food Fund
- Priority
- Favorite charity
- Causes
- Hunger, Local services
- Commitment
- Recurring
- Frequency
- Monthly
- Planned annual giving
- $2,400
- Related household member
- Jordan Maple
- Public website
- https://example.test/harbor-food ↗
- Receipt location
- Email receipts folder
- Executor Handbook reference
- Final wishes and charitable intentions
- Last reviewed
- 2026-06-12
annual donationunknown
Maple Arts Project
- Priority
- Favorite charity
- Causes
- Children, Education, Other/custom
- Commitment
- One-time / recorded intention
- Planned annual giving
- $1,250
- Related household member
- Casey Maple
- Last reviewed
- 2024-05-08
charitable beneficiaryreviewed
Community Library Foundation
- Priority
- Favorite charity
- Causes
- Education, Local services
- Commitment
- One-time / recorded intention
- Estate documents
- Maple household will
- Beneficiary reference
- Jordan's primary retirement designation
- Executor Handbook reference
- Final wishes and charitable intentions
- Last reviewed
- 2026-01-20
otherdeferred
Former recurring organization
- Commitment
- Recurring
Keep the plan current
Manage favorite charities and giving intentions
3favorite charities
$4,850recorded in 2026
1receipts missing
1estate charitable intention to review
Plain-English guidance
Understand the record you are creating
Charitable giving, family gifts, and estate charitable intentions are separate planning concepts.
Charitable donation
Donor-advised fund
Qualified charitable distribution
Appreciated securities
Receipt / acknowledgment
Form 990
Donation log · what we actually gave
2026 recorded donations: $4,850
Based on 3 recorded donations. 1 missing receipt. Recorded totals do not imply tax deductibility.
02-14-2026Harbor Food FundCommunity food program
$2,400.00Bank transferReceipt recordedDigital vault
05-08-2026Maple ArtsYouth arts campaign
$1,250.00Credit/debit cardReceipt missing
07-22-2026Community Library FoundationAnnual library appeal
$1,200.00CheckReceipt recordedEmail
Know what to do next
Recommended next steps
Recommendation controls are reversible and do not change readiness.
ReviewOpen
Find the missing receipt
Record a safe acknowledgment location.
- Why this appeared
- A recorded donation has a missing receipt.
ReviewOpen
Review recurring support
Confirm the organization and frequency.
- Why this appeared
- A recurring commitment needs review.
ReviewOpen
Link the estate charitable intention
Connect a supporting Estate Document when one exists.
- Why this appeared
- A recorded intention is not yet linked to supporting documentation.
ReviewOpen
Confirm the charitable beneficiary
Review the linked designation and organization.
- Why this appeared
- A charitable beneficiary confirmation is due.
Plan future check-ins
Chapter review
Planstead — Charity and donations review
Review giving intentions, recurring support, recorded donations, receipts, and estate-related charitable references.