Year-End Donor Receipts

What's a year-end receipt?

A consolidated record of everything a donor gave you in a calendar year. Donors need it for their tax filing if they itemize. The IRS requires nonprofits to send these statements for any donor who gave $250 or more in a single donation.

Step-by-step

1. 1
   Open the donor reports page

   Reports → Year-End Receipts. The page defaults to the last completed calendar year.

2. 2
   Review the donor count

   We show the number of donors who qualify for a statement (anyone with at least one gift in that year). Filter to '≥ $250 single gift' if you only want IRS-required ones.

3. 3
   Choose a format

   Bulk PDF (zipped, one PDF per donor) — best for printing or for upload to your CRM. Or Bulk Email — sends each donor their PDF directly.

4. 4
   Generate

   We process the batch in the background. For most nonprofits this takes under 60 seconds; very large lists may take 5 minutes. You'll get an in-app notification when it's ready.

Customizing the receipt template

Settings → Receipts lets you customize:

• The thank-you message at the top
• Whether to include cumulative giving for the donor's lifetime
• Your authorized signatory's name and title
• Your IRS-acknowledgment language (we provide a compliant default)