# charitable-giving

Pulls charitable donations out of your transaction history, totals them by recipient and estimates the tax deduction.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 388 installs · ★ 98
- Author: openaccountant
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/openaccountant/skills/tree/HEAD/personal/charitable-giving/SKILL.md
- Updated: 2026-04-09
- HTML: https://affpapa.org/en/nevibecode/skills/charitable-giving

## What it does

The skill scans transaction history for anything that looks like a donation: church, tithe, Red Cross, Habitat for Humanity, food banks, foundations. It runs keyword searches such as donation, charity, 501c3, then a second pass for foundation, ministry, humane society. Results get merged, duplicates dropped, and amounts grouped by organization.

Each gift is flagged as deductible or not. Registered 501(c)(3) donations count; GoFundMe campaigns for individuals and political contributions do not. From there it estimates savings, but only if you itemize — the skill asks for your bracket from the 10% to 37% list. Give more than $250 to one organization and you need a written acknowledgment letter for IRS records, so check your paperwork before filing.

No Wilson access? The skill walks you through the manual route: keyword search in bank and card statements, receipt emails, a spreadsheet with Date, Organization, Amount, Payment Method, Receipt on File columns. You can confirm an organization's status in the IRS Tax Exempt Organization Search. These are estimates, not tax advice — a CPA handles the specifics.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill charitable-giving -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/charitable-giving/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/charitable-giving/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill charitable-giving -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/charitable-giving/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill charitable-giving -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/charitable-giving/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install openaccountant/skills charitable-giving
```

2. **Manually: put the files in place**
- File: `.github/skills/charitable-giving/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill charitable-giving -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/openaccountant/skills --path personal/charitable-giving
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/charitable-giving/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill charitable-giving -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/openaccountant/skills/tree/HEAD/personal/charitable-giving/SKILL.md

## When to use it
- collect a year of donations from transaction history
- group gifts by recipient and total each one
- separate deductible gifts from GoFundMe and political giving
- estimate tax savings when you itemize deductions
- sort out which receipts you need for gifts over $250

## Example prompts
- find all my charitable donations from the past 12 months and total them
- group my donations by organization and tell me which are deductible
- estimate the deduction on my giving, my bracket is 22%

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: 4bbfbc64489402ee.

BEGIN THIRD-PARTY FILE 4bbfbc64489402ee
````text
---
name: charitable-giving
description: >
  Track charitable donations and estimate their tax deduction value.
---

# 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:

   ```
   CHARITABLE GIVING SUMMARY (2025 Tax Year)
   ══════════════════════════════════════════════════
   Organization              Total Given  Deductible?
   ────────────────────────   ──────────   ──────────
   Local Church               $2,400       Yes
   Habitat for Humanity       $500         Yes
   Red Cross                  $250         Yes
   GoFundMe - J. Smith        $100         No
   ══════════════════════════════════════════════════
   Total Giving:              $3,250
   Tax-Deductible Giving:     $3,150
   Non-Deductible Giving:     $100
   ```

7. Estimate tax deduction value:
   - Only beneficial if the user itemizes deductions (total itemized > standard deduction: $14,600 single / $29,200 married filing jointly for 2025).
   - If itemizing: estimated tax savings = deductible amount x marginal tax rate. Ask the user their approximate tax bracket (10%, 12%, 22%, 24%, 32%, 35%, 37%).
````
END THIRD-PARTY FILE 4bbfbc64489402ee

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