Year-end tax summaries
Send each donor a single, itemized giving statement for their taxes.
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Walkthrough video coming soon
A short screen-by-screen video for this guide is on the way.
Each January you can send every donor a year-end summary: their total for the year, an itemized list of gifts, and the IRS-friendly acknowledgment that no goods or services were exchanged.
Tip · Each donor gets one personalized letter built from their actual gifts. You can preview the template anytime from the Emails page.
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