News & Updates
December 20th, 2020
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Keeping Track of Monetary Donations
As the end of the calendar year approaches so does the annual tsunami of charitable donation requests via email and the US Postal mail. I don't know about you, but I find the onslaught distracting and overwhelming.

Since I tend to spread out my giving and make monetary donations to various charities throughout the year, my "go-to" strategy for tracking my donations is a folder in my file cabinet labeled CHARITABLE RECEIPTS + YEAR. This folder holds the paper receipts/confirmations for all our donations so we can locate them quickly and easily when it's time to file our taxes. Even though I could accomplish this task digitally, I like to use paper, and rather than fighting my preference, I go with it!

Over the years of helping clients, I've witnessed a variety of different ways to keep track of donations. So besides keeping a paper folder to hold receipts, perhaps one of these methods will resonate with you:

  1. Have a designated credit card used for charitable donations.
  2. Have a designated checkbook roster for listing charitable donations.
  3. Keep a small notebook to write-in all charitable donations (name of charity, date, & amount).
  4. Scan paper receipts for digital storage by year.
  5. Flag email confirmations and file digitally by year.

Any of these methods, when used consistently, offer a historical glimpse of your annual monetary donations. What method did I miss? Tell me what works for you. Email me at jocelyn@kenner.org.
Join me for a FREE In-Focus Group Session!
(Last one for 2020!!)

Photo by Chase Clark on Unsplash

The second In-Focus Group Session met last week, and this group was even larger than last week's group. Everyone had a VERY productive session! Here's what the members accomplished in just 50 minutes:
  • Pay bills
  • Clear a pack a home office for a move
  • Clean out the coat closet
  • Sort and file paperwork
  • Compose and send emails
  • Clean out digital clutter in an email inbox
  • Make copies of emergency paperwork to send to adult children
  • Clean out kitchen cabinet
  • Go through boxes in the basement
  • Put paperwork from a course into a 3-ring binder

LET'S DO ONE MORE THIS YEAR!!
WHEN: WEDNESDAY DECEMBER 23rd,
3:00 PM - 4:00 PM ET
(Optional additional 15 minutes for Q & A)

HOW: Send an email to jocelyn@kenner.org to say you would like to participate, and I will send you a private zoom link just for this group. Please do not share the link with others.
LIMITING SIZE TO 8
so link given on a first-come, first-served basis!

If you have a project or task hanging over you, or you've been avoiding a "to do" because it feels overwhelming, I highly recommend you give the In-Focus session a try.
It's so worthwhile!
FAQs

How long will the In-Focus Group session be?

The session will run for 1 hour.
As an optional bonus, I will stay on for an additional 15 minutes to answer questions

What can I expect from the In-Focus session?

  1. The first 5 minutes we will introduce ourselves and tell the group briefly what we intend to work on.
  2. The next 50 minutes we will work independently on our own tasks with the sound OFF, and the camera ON.
  3. The final 5 minutes we will report back to the group how the session went.
  4. You can leave or stay for the extra 15 minutes of Q & A

Why should I try this?

  • Accountability is a powerful motivator!
  • Working independently and side-by-side with another person encourages focus and concentration! This is why libraries and coffee shops are sought-after workspaces.
  • Misery loves company - hahaha!
  • It's free and what have you got to lose?

Send an email to jocelyn@kenner.org to indicate you would like to participate, and I will send you a private zoom link just for this group. Please do not share the link with others.
GIFT CERTIFICATES AVAILABLE:
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What is a holiday gift that eliminates clutter and frustration and makes your loved one happy?!
Why it's a SESSION WITH A PROFESSIONAL ORGANIZER, of course!

PROFESSIONAL ASSOCIATIONS:
  • MEMBER SINCE 2007
  • CO-LEADER OF "WORKING WITH SENIORS" SPECIAL INTEREST GROUP
  • GUEST SPEAKER ON "STAND-OUT" PODCAST
  • MEMBER SINCE 2013
  • BOARD SECRETARY
  • AMBASSADOR
I am a student in the
ORGANIZER COACH FOUNDATION PROGRAM learning coaching skills and strategies.
This program is sanctioned and approved by the International Coaching Federation (ICF)