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 

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 

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.

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 

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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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

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Irene Chansawang
Senior Grants Specialist
Maddie's Fund

Original Message:
Sent: 01-11-2024 06:01 PM
From: Johanna Spielman
Subject: Donation receipts for taxes

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

------------------------------
Sincerely,
Johanna Spielman
Founder of Jamie Brianna's Legacy Fund
https://jamiebriannaslegacyfund.org/
------------------------------