How to Make an Awesome (or Terrible) End of Year Donation Receipt
As the end of the year approaches, holiday music fills the air, there's lines for santa at the mall, and for those involved with receiving donations at a church or non-profit, the dread of having to send out end of year donation receipts sets in.
Rather than seeing this as a necessary evil hovering over January, we think that end of year tax statements can not only be easy to create but also incredibly strategic for your church. In order to do this, we think there's four key principles to keep in mind:
To show these principles in action, we've put together two examples of end of year giving statements - one showing what not to do and the other showing a great example you could follow.
What Not To Do
While technically this tax statement is legal, it really drops the ball when it comes to the four principles in question.
What To Do
(Front Side)
(Back Side)
This statement is not only up to the legal requirements, it also can help to create excited and involved donors who are engaged in your church's community. Here's why we say that:
If you'd like to use a modified version of this statement for your own use, a similar version is available within Breeze as one of the contribution statement templates you can choose from (more information on statement templates here).
Legal Requirements
While things like professionalism, brand, gratitude, and vision are exciting to talk about, it's also important that you comply with legal requirements. While we're not lawyers (and this is not official legal advice), here's a quick checklist that would be worth going through. (Note that this is tailored to churches and non-profits in the United States; Canadian churches may want to look at this and churches in other countries will want to consult their local requirements).
The following requirements are less-frequently relevant but important nonetheless:
Source: Page 3 of Charitable Contributions: Substantiation and Disclosure Requirements (irs.gov)
We hope you found this information helpful as you prepare your end of year donation statements. Our heart is to make Breeze the best ChMS possible to serve churches like yours well.
We'd love to show you what we built!