Overview
Use this process to create year-end gift receipts for donors who need mailed copies. You’ll export donation data for the prior calendar year and use it to print and mail receipts.
This process does not email or contact donors.
Result: You download a file you can use to format, print, and mail year-end receipts.
Before you begin
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You know which donors should receive mailed receipts
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You are preparing receipts for the prior calendar year
Important timing rule:
You must wait until January 1 to generate year-end receipt exports for the year that just ended.
Estimated time: 5–10 minutes
Step-by-step instructions
Step 1: Choose how to access your donor list
- Use Step 1a if you do not already have a saved list.
- Use Step 1b if you already created a year-end donor list.
Step 1a: Create a new list
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Start from the EveryAction Home Page.
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From the left-hand menu, go to Contacts → Create a List.
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If you don’t see this, use Search for a page and type Create a List.
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Build a list of donors who gave during the prior calendar year.
Step 1b: Open an existing list
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Start from the EveryAction Home Page.
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Go to Contacts → Searches & Lists → My List.
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Or use Search for a page and type My List.
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Open your saved list of donors who gave in the prior calendar year.
Step 2: Export your list
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With your list open, choose Export.
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Select Standard Text Export.
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Click Customize Export.
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Add one or both of the following fields:
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Year-End Contribution: Summary (total-only receipt)
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Year-End Contribution: Itemized (line-by-line gifts)
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Exporting does not email or contact donors. It only downloads a file.
Step 3: Export the file
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Complete the export to download your file.
You can now use this file to format, print, and mail receipts using your organization’s preferred process.
Important notes
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Exports reflect the prior calendar year only
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Running this export before January 1 may produce incomplete results
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Choose Summary, Itemized, or both fields based on how your receipts are formatted
Quick check before you move on
✅ Correct donor list selected
✅ Export fields match your receipt format
✅ January 1 timing rule followed
If all are true, you’re done.
What else do you need help with?
Not what you’re looking for?
Return to Overview: End-of-Year Giving & Tax Receipts to choose a different task.