Year-End Donation Receipts and Tax Statements

tax-form

Understand the rules and simplify tax-year-end mailing

Understand your IRS obligations for year-end tax receipts and download sample letters and email copy. Providing donors timely tax information is an important part of your annual communications plan. For information on IRS rules regarding donor tax statements, deadlines, or fair market value (FMV) read these tips on our blog. Once you understand the obligations, download sample letters and email copy from stations around the country:DownloadsEmail Copy: Year-End Tax ReceiptEmail Copy: Year-End Tax Receipt (Sustainer)Letter Copy: Simple Year-End…
Jay Clayton

Jay Clayton

Greater Public Individual Giving Advisor

(781) 598-8822 (Eastern Time Zone)
jclayton@greaterpublic.org
Main contact for individual fundraising; pledge drive strategy; general membership