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:
Nonprofits are required by the IRS to acknowledge a gift of over $250 (although you should send one to every donor, regardless the size!).
Sending a list of tax deductible contributions from 2023 makes life easier for the donor as they prepare their 2024 taxes.
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!
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