Donor Reports & Financial Statements


A pledge card that includes a statement to the effect that the organization does not provide goods or services in consideration for contributions to the organization by payroll deduction. The receipt can be a letter, a postcard, an e-mail message, or a form created for the purpose. Any donations worth $250 or more must be recognized with a receipt. The charity receiving this donation must automatically provide the donor with a receipt.

Year-end tax statements provide donors with a convenient summary of their charitable contributions. They also offer your organization an additional opportunity to express its appreciation. We know how busy fundraisers are at the end of the year, so we’ve put together these simple guidelines for you.


Even so, you should also consider sending year-end tax statements because they are such a handy tool for donors as they complete their taxes. Instead of searching for each acknowledgment that your organization has sent over the year, donors can find all the information they need in one document. Create donor thank-you statements ready to print and mail without any additional data entry.

  • A donor should not attach the acknowledgment to his or her individual income tax return, but must retain it to substantiate the contribution.
  • The email feature requires purchase of our Excel Email Manager.
  • It also includes a section where donations made at tithing declaration can be written in and has checkboxes to record the donor’s declared tithing status.
  • These donors may be comfortable not knowing or they may access the church website to review their giving history.
  • In either case, you’ll need to select the Donors report type.

Batch create professional donor statements ready to print with no data entry. When printing statements, if you use #10 windowed envelopes, then there is no need to create address labels. A visual alignment feature makes it easier to create statements that align to your windowed envelopes. Save the Children is committed to donors’ rights and transparency.

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The more time you allow yourself, the less stress you’ll be under. Avoid the temptation to include an request for another gift, though. The year-end statement should not ask donors to make an additional gift. Donor statements provide members with a summary of their donations. They can be printed from Leader and Clerk Resources on or from the “Finances” page in LCR or MLS. Donor statements are highly confidential and should be treated with great sensitivity.


A charitable organization is required to provide a written disclosure to a donor who receives good or services in exchange for a single payment in excess of $75. Speaking as a nonprofit consultant, there is both a legal answer to this question provided by the IRS and a practical answer to this question in terms of building a relationship with your donors. I highly recommend nonprofits acknowledge ALL contributions in the form of a letter. While legal, email acknowledgments are impersonal and show little respect to the donor. Below is a wealth of information that outlined the responsibilities of both the nonprofit organization and the donor concerning charitable contributions.

Pay Pledges, Subscriptions and Event Registrations Online

Don’t wait until the last minute to generate your Donor Statements. Make a point to test your template in advance to make sure the formatting works as you expect. If it doesn’t, you’ve allowed yourself time to make adjustments.

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The Enterprise also collects demographic information, which is not unique to you, such as ZIP code, age, gender, preferences, interests and favorites. To be informed of the organization’s mission, of the way the organization intends to use donated resources, and of its capacity to use donations effectively for their intended purposes. Nonprofit Expert provides free resources for nonprofits of all types and sizes!

Use of Information from Donations via the Internet

Association of Fundraising Professionals , all rights reserved. Reprinted with permission from the Association of Fundraising Professionals. To feel free to ask questions when making a donation and to receive prompt, truthful and forthright answers. To be informed of the identity of those serving on the organization’s governing board, and to expect the board to exercise prudent judgment in its stewardship responsibilities. The ASU Foundation is a tax-exempt 501 organization, as determined by the Internal Revenue Service.

  • When personal information is transmitted to other websites, it is protected through the use of encryption some of which is provided by third party security.
  • It’s important to acknowledge donations as they come in throughout the year.
  • You can choose whether you want to email contribution statements or print and mail them.
  • The total return earned in excess of the amount approved annually for payout will be retained in the endowment principal to protect from the effects of inflation and to allow for growth.
  • The goal is to provide the information the donor needs without creating unnecessary questions for the office.