The IRS requires non profits to send a donation receipt or acknowledgement letter to provide official documentation of contributions for tax purposes.

When are they sent

These statements are sent by January 31st

How they can be sent

Donor Tax Statements can be sent via email after each transaction or by mail. Mailing statements helps ensure that the recipient has a paper copy along with their other tax documents to easily account for these contributions. A mailing also allows organizations to include additional collateral to show the impact the donations made as well as solicit additional donations in the coming year. Since these are statement they should be sent first class mail even if the organization has a USPS non profit authorization.

How to Setup the documents

Most non profit software will automatically generate these statements. This can be complicated for larger statements where people donate multiple times and have a multipage statement. Action Mail has lots of experience with these and can provide solutions for your specific organization.