Donorbox makes it easy for donors to contribute, so we’ve also made it easy for your organization to say thank you. Sending out receipts is a great way to thank your donors and acknowledge how much their donations mean to your organization. This is also a great opportunity to set the stage for the coming year of gift-giving.
To help your organization be even more involved with its donors and help them with their taxes, we offer a feature that allows you to send year-end receipts with just a couple of clicks. We also have 2 free templates waiting for you at the end of this article to make this process as simple as possible!
To be able to send your year-end receipt, first, go to “Engage” and click the tab labeled “Receipts“.
From this page, please navigate to the “Yearly Receipts” tab.
Next, click “Settings” to start editing the fiscal year-end receipt.
The year-end donor receipt is a summary of how much a specific donor has contributed to your organization. It includes an email message as well as a summary of donations in an attached PDF file. Make sure to have all your organization information accurate and complete.
The email is the message that your donors will get in their inbox. You can customize the subject and the email content by selecting variables and typing in additional text.
First, use the drop-down box called “Fiscal year period” to select your preferred fiscal year period.
Next, edit your thank-you message that will show on the attached PDF.
Save changes by clicking the orange “Save” button at the bottom of this section.
Donorbox lets you preview the email and the PDF so that you know how it will look like to the donor. You may also want to make any changes to ensure every information is reflecting correctly on your receipt. This preview shows up on the right side of the “Email settings” and “PDF settings”.
You can also download the PDF report preview to have a better look at it.
Once you are ready to start sending your year-end receipts, click the “Manage receipts” button at the top of the page to go back to the “Yearly Receipts” tab.
Now, to send year-end receipts to all your donors, check the “Select All” box.
If you want to send receipts to selected donors, check the checkboxes next to the names of those you want to send receipts to.
Finally, click the “Send selected” button at the bottom of the page and you’re done!
Donorbox has created 2 free year-end tax receipt templates for you to use and easily get through this process with utmost effectiveness.
It is time to start sending those year-end receipts to all your donors! The steps above and the templates will get you started in no time.
If you need further help understanding Donorbox or our year-end tax receipt feature, do get in touch with us here.
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