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ACADEMY

Year-End Tax Receipts

 
Year-end tax receipts are a core part of every 501(c)(3)’s yearly workflow and an important part in respecting your donors’ contributions. This class covers using the Bloomerang system to pull reports on constituents’ yearly giving, referencing those reports in letters and emails, formatting those receipts, and how to print or electronically send those receipts to your donors.
 

Diana Otero
Diana Otero is a Product Marketing Manager at Bloomerang. She served on the board of the Nantahala Hiking Club, one of the 31 trail maintaining clubs of the Appalachian Trail Conservancy, a nonprofit organization driven and powered by volunteers.

Comments

  • Kellie Nunley

    I'm watching a replay of the webinar regarding year-end tax receipts. hen doing year-end tax receipts, it includes households and individuals, right? I have some households, but not all of my constituents are in households. I want to make sure to capture all of my donors from 2022.
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