Year-end tax receipts without the January scramble

For too many teams, January means manually assembling donor statements one spreadsheet row at a time. It doesn't have to. With the right setup, year-end receipts become a single bulk action.

Keep gift data clean all year

Accurate year-end statements start in February, not December. When every gift is attributed to the right donor and fund as it comes in, your annual totals tie out automatically.

Use compliant templates

IRS- and CRA-compliant receipt formats — with the right charitable-status language and any goods-or-services disclosures — should be built in, not rebuilt each year.

Generate in bulk, deliver in minutes

Run every qualifying donor's annual summary in one action and email them out. Donors who prefer to grab their own can re-download from the donor portal anytime.

Let donors self-serve

A "download my tax summary" button in the donor portal eliminates the support tickets that otherwise pile up every January.

Set this up once and reclaim the two weeks you used to lose to receipt runs.