Get Your NonProfit’s Year End Tax Statements Done in 10 Minutes!

Hey there - Happy New Year!

As a New Year’s gift, I’m giving away one of my greatest process improvements….year end donation receipts - which you can have done in less than 10 minutes!

Get your FREE year end tax statement template by clicking the button below. You will also get a video tutorial showing you how to use mail merge to complete these in less than 10 minutes!


What are year-end tax statements?

Year-end tax statements provide a list of the gift(s) a donor gave to your organization throughout the year. Best practice is to send a donation receipt within 48 hours of receiving a donation throughout the year, and then a full list of all the donations a donor gave in January of the following year.

Why is sending year-end tax statements out important?

A few reasons:

  1. Nonprofits are required by the IRS to acknowledge a gift of over $250 (although you should send one to every donor, regardless the size!).

  2. Sending a list of tax deductible contributions from 2023 makes life easier for the donor as they prepare their 2024 taxes.

  3. Sending these tax statements in a timely and professional manner is a GREAT opportunity to remind your donors why they love you, and get excited about giving again!


Not sure where to start? No problem - included in your free download is a video tutorial where I walk you through step by step how to complete your NonProfit’s year-end statements in 10 minutes! Get started now!


PS: If you’re looking to take your fundraising to the next level, here are 3 extra resources just for you!

  1. Get a FREE donor impact report by taking this short poll to help me understand your needs and interests. Click here to get your free template now!

  2. Explore the official website for best BEST prices on all templates and tools. Click here to save 30% now!

  3. Looking for custom support? Contact me for a FREE discovery call to explore how we can work together 1:1. Schedule your FREE discovery call now!

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