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. For Enterprise Customers, Donors are also able to login to the Donor Account Center and download the statements themselves.
Send Year-End Tax Statements
Select Send Year End Statements from your Extras dropdown.
Select the year.
Optional: Select details to view specifics for each Donor's giving statement.
When you're ready to send out the statements, select Send Statements.
You can load your template from prior years, or you can plug in specific details for this year.
We have also created a template for you to use. Simply plug in your Organization's information.
Preview and send.
Once all have been sent, you will receive a confirmation email.
Download Individual Statements
To download an individual statement, select Details for the Donor.
Select this button to download.
Enable Donors To Download Statements (For Enterprise Customers only)
In the emailed statements from GivingFuel, or in separate communication, send your Donors a link to your organization’s Donor Account Center.
Locate your Account Center URL under Donor Account Center In your Extras Dropdown
Your Donors can login to their personal account and download their statements themselves.
FAQs
How Do I Upgrade to the Enterprise Plan and have access to the Donor Account Center?
$99/mo gets you the Donor Account Center and a whole host of other awesome GivingFuel features. You can upgrade your plan at any time by clicking the gearbox icon in the top right and going to “Plans and Billing”
Do Year-End Statements only work with USD?
Yes, they only work with USD currency.