If you are non-profit organization such as a 501c3, you are required to send out year-end contribution statements to donors summarizing their tax deductible contributions to you. These statements are used by donors to deduct these contributions from their income taxes.
GivingFuel makes it easy to send year-end statements to all donors for a given year, summarizing the the dates and amounts of all their donations.
Just a reminder, these year-end statements must be sent by January 31 each year!
Tip: Donors are also able to login to the Donor Account Center and download their year-end statements themselves. Go here to learn how your donors can download their statements using the Donor Account Center.
Jump To...
Create Year-End Charitable Tax Statements to All Donors
Go to the Extras tab in the top menu bar, and select the Send Year End Statements from the dropdown
Select the Year you would like to send the statements for
Click the Send Statements button (don't worry, this won't actually send just yet)
Fill out your organization's information and customize the email as you would like. You can choose to load the template from a previous year, load information from the account settings, or create a new email entirely.
Click Save and Review to review and preview the email
Click Send Now when ready to send the statements to your donors
Note: Once all emails have been sent, you will receive a confirmation email that will include the list of recipients who year-end tax statements were sent to.
Download Year-End Tax Statements (per individual)
NOTE: At this time, year-end tax statements can only be downloaded individually. If you wish to mass distribute year-end tax statements, sending them via email would be your best option.
Go to the Extras tab from the top menu bar, and select the Send Year End Statements from the dropdown
Select the Year
Find the donor you'd like to download a tax statement for and click the Details button
Click the Year End Statement button to download the tax statement
FAQs
When do Year-End Statements Become Available?
Year-End Statements for the current calendar will become available once the new calendar year begins. For example, tax statements for 2024 become available on January 1, 2025.
Do Year-End Statements in GivingFuel Include Donations Made on TicketSpice, RegFox, or RedPodium?
Year-End Statements are generated separately on GivingFuel, TicketSpice, RegFox, and RedPodium. This means that our system will provide a separate Year-End Statements for any donations made on other sister products (TicketSpice, RegFox, or RedPodium).
Are Year-End Statements Available for International Currencies?
Currently, year-end statements are only available for USD donations.