How do I review contribution data before sending year-end receipts?

Overview

Before sending year-end gift receipts, it’s important to confirm that contribution data is accurate and complete. This quick review helps you catch missing or incorrect information before donors receive their receipts.

This review does not send emails or change donor data.

Result: You feel confident that your data is ready for year-end receipts.

Before you begin

• You are preparing to send year-end gift receipts

• You want to double-check data for the prior calendar year

Estimated time: 5 minutes

Step-by-step instructions

Step 1: Run a Contribution Report

1. Start from the EveryAction Home Page.

2. From the left-hand menu, go to:
   Reporting → Report Manager.

3. Click Default Templates, then search for Contribution Report.

   • If you don’t see this, use Search for a page and type Contribution Report.

This report is used only for review. Running it does not contact donors or change data.

Step 2: Filter and set up the report

1. Filter by Date Received for the prior calendar year

   • Example: January 1–December 31.

2. Add these columns:

   • Tax-Deductible Amount

   • Fair Market Value

3. Group the report by:

   • Status

   • Payment Method

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Step 3: Review for accuracy

Focus on these checks:

• Statuses

  • Look for Failed, Declined, or Pending contributions that should not receive receipts.

• Fair Market Value (FMV)

  • Check for missing FMV where donors received goods or services.

• Tax-Deductible Amounts

  • Confirm amounts look reasonable and not overstated.

You are reviewing patterns and outliers—not auditing every record.

Decision guardrails

• If everything looks correct → you’re ready to send receipts.

• If you find missing or incorrect data → pause and correct it before sending.

• If you don’t have permission to edit contributions → contact an admin for help.

Final readiness checklist

Before you move on, confirm:

✅ Report is filtered to the correct year

✅ Failed, declined, or pending contributions are identifiable

✅ FMV and tax-deductible amounts look complete

✅ No unexpected data stands out

If all are true, you’re ready to proceed with year-end receipts.

What else do you need help with?

• How do I track tax-deductible amounts of contributions?

• How do I create year-end gift receipts for postal mail?

Not what you’re looking for?

Return to Overview: End-of-Year Giving & Tax Receipts to choose a different task.