Animal Welfare Professionals

Hello everyone. We currently have 5 people who donate monthly and for each one I send out a general thank you every month that includes a blurb about taxes.

My question is: after the new year (or fiscal new year) do you send a statement showing the total amount a donor has donated, that they can use for their tax return? If so, is there a template somewhere?

Thank you 

#FundraisingandDevelopment

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Sincerely,
Johanna Spielman
Founder of Jamie Brianna's Legacy Fund
https://jamiebriannaslegacyfund.org/
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Yes, we have a Year-End Financial Report built in to Raiser's Edge that we generate for all our monthly donors at the beginning of the year, it lists the constituent name, gift dates, fund(s) to which they donated, gift types and amounts.

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Heather Pauli
Donor Relations Coordinator
Michigan Humane
MI
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We actually ask the donors if they prefer to receive monthly letters or just one statement at the end of the year.  Most do not want the monthly letters - they would rather have the entire year's donations listed on one document.  That said, we do not use a report.  We write a personal thank you letter, sharing the impact their donations have had and listing the donations.

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Sandi Mercado
Shelter or rescue director
Citizens for Animal Protection
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Thank you, Heather. And thank you Sandi, that's a good idea, I'm going to ask them going forward. 

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Sincerely,
Johanna Spielman
Founder of Jamie Brianna's Legacy Fund
https://jamiebriannaslegacyfund.org/
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Original Message:
Sent: 01-12-2024 07:07 AM
From: Sandi Mercado
Subject: Donation receipts for taxes

We actually ask the donors if they prefer to receive monthly letters or just one statement at the end of the year.  Most do not want the monthly letters - they would rather have the entire year's donations listed on one document.  That said, we do not use a report.  We write a personal thank you letter, sharing the impact their donations have had and listing the donations.

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Sandi Mercado
Shelter or rescue director
Citizens for Animal Protection
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Hi Johanna,

When I used to work as a gift processor for a university, we would also ask the donor's preference (monthly vs. year-end receipts). The link below might be helpful for what to include, and I also recommend your organization's EIN (although not required, as mentioned in the article).  I would also note the importance of #5.

6 Donor Receipt Requirements for a Charitable Deduction | Clark Nuber PS

Clark Nuber PS		remove preview
6 Donor Receipt Requirements for a Charitable Deduction | Clark Nuber PS It's that time of the year. The phones are ringing with frantic calls from donors wanting receipts for prior year donations to support a deduction on their personal tax returns. [...] View this on Clark Nuber PS >

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Irene Chansawang
Senior Grants Specialist
Maddie's Fund
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Thank you, Irene. 

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Sincerely,
Johanna Spielman
Founder of Jamie Brianna's Legacy Fund
https://jamiebriannaslegacyfund.org/
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Original Message:
Sent: 01-12-2024 04:36 PM
From: Irene Chansawang
Subject: Donation receipts for taxes

Hi Johanna,

When I used to work as a gift processor for a university, we would also ask the donor's preference (monthly vs. year-end receipts). The link below might be helpful for what to include, and I also recommend your organization's EIN (although not required, as mentioned in the article).  I would also note the importance of #5.

6 Donor Receipt Requirements for a Charitable Deduction | Clark Nuber PS

Clark Nuber PS		remove preview
6 Donor Receipt Requirements for a Charitable Deduction | Clark Nuber PS It's that time of the year. The phones are ringing with frantic calls from donors wanting receipts for prior year donations to support a deduction on their personal tax returns. [...] View this on Clark Nuber PS >

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Irene Chansawang
Senior Grants Specialist
Maddie's Fund
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