Overview: End-of-Year Giving & Tax Receipts

Year-end giving comes with extra pressure—from donor questions to tax compliance deadlines. This section brings together the guidance you need to prepare, review, and send year-end gift receipts with confidence.

You don’t need to be an expert or know the system inside and out. Choose the task that matches what you need to do right now and follow the steps.

Safe to browse: This page is for orientation only. Nothing you do here will send emails or change donor data.

What This Collection Helps You Do

• Prepare contribution data before sending receipts

• Decide which donors should receive year-end receipts

• Send gift receipts by email or postal mail

• Track tax-deductible amounts when goods or services are involved

• Respond quickly to individual donor receipt requests

Most tasks in this collection take 2–10 minutes once you know where to start.

Choose the Task That Matches What You Need to Do

Getting Ready for Year-End Receipts

Use these articles to understand requirements and confirm your data is accurate before sending anything.

• Understanding End-of-Year Fundraising Communications

• Understanding End-of-Year Tax & Compliance Tasks

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

Short on time? You can skip this section and come back later if you just need to send a receipt now.

Creating and Managing Receipt Audiences

Use this section to decide which donors should receive receipts and build the right list.

• How do I create a list for year-end gift receipts?

Sending Year-End Gift Receipts

Use these articles to deliver receipts to donors.

• How do I send year-end gift receipts by email?

• How do I resend a year-end gift receipt to one donor?

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

These steps are designed to send receipts safely and intentionally.

Tracking Tax-Deductible Amounts & Fair Market Value

Use this section when donations include goods or services, such as event tickets or premiums.

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

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

• How do I add fair market value for ticketed events?

• How do I add fair market value for premiums?

These tasks affect tax acknowledgements. Pause and review before proceeding.

Gift Acknowledgements for Special Cases

Use this section for less common situations that don’t follow the standard receipt flow.

• How do I send gift acknowledgments by email for manually entered check donations?

Not Sure Where to Start?

• A donor says they didn’t get a receipt: Go to Sending Year-End Gift Receipts

• You’re worried about accuracy or compliance: Start with Getting Ready for Year-End Receipts

• Events or premiums are involved: Go to Tracking Tax-Deductible Amounts & Fair Market Value

You can start anywhere in this collection and still move forward safely.

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