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Send Year End Tax Documentation in Minutes!

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Tax season can be daunting for nonprofits. Coordinating year-end tax documentation takes precious time—sometimes months. But with our Tax Summaries feature, you can effortlessly email acknowledgments to all constituents in minutes.

While the IRS requires that donations of $250 or more be acknowledged, it’s a good practice to acknowledge gifts of all sizes. And while you’re feeling the gratitude, remember that sending these year-end statements is a great opportunity to thank your donors for the impact they’ve had on your organization.

No more paperwork hassles; just a streamlined process. Rest easy knowing donors have the documentation they need for tax deductions.
Tax summary example
Ready to try it? Check out our easy to follow Help Article: Email Year-End Tax Summaries that walks you through, step-by-step.

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Comments

  • Lisa Gonzalez

    Let us know how it works for you!
  • Pepito Laventure

    Thanks!
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