Sending year-end tax receipts is a great way to help your donors file their tax returns. You can send tax-receipts to one or all your donors via Donorbox. We offer a feature that allows you to send year-end receipts with just a couple of clicks. We’ve also included two free templates to make the process simple!
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 two free templates waiting for you at the end of this article to make this process as simple as possible!
Also, here’s a video on how you can easily create a 501(c)(3) tax-compliant donation receipt with Donorbox.
Watch this playlist on tax receipts that has helpful tips on everything you need to know!
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Log in to your Donorbox account. Under the “Engage” menu on the left side of your screen, click “Receipts.”
From the receipts page, select “Yearly Receipts.” Here, you’ll see all donors who gave during the previous fiscal year. Note that you can’t send year-end receipts until the end of the current year, so if you’re in the middle of the year you’ll see the date range for your previous fiscal year.
You can filter these donations by sent/not sent or campaign. Or you can simply search for the donor you’re looking for.
If you’d like to send year-end receipts as a batch, simply select the donors you’d like to send receipt emails to and click “Send Selected” at the bottom of your screen. You can also select all donors.
If you’d like to edit your year-end receipt email template before sending it, click the “Settings” button.
On this screen, you can edit the text in the subject line and body of your year-end receipt email. You can also change your fiscal year and edit the text found at the bottom of your PDF receipt.
Once you’re satisfied with your email and receipt text, click “Save Changes” and return to your list of donors to complete sending your year-end receipt emails. You can also click “Preview Email” or “Preview PDF” to see what each will look like for your donors.
You also have the option of downloading individual year-end receipts to send to donors separately. These PDFs feature a mail-friendly layout, with the donor’s name and address placed where they can be seen through a windowed envelope.
In addition, our system ensures that all receipt IDs listed are sequential for tax purposes.
To download your receipts, simply click the download icon on the donor entry you’d like to download.
Here’s how the PDF receipt looks –
And that’s it! Sending your year-end receipts couldn’t get any easier.
Donorbox has created two 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, get in touch with us here.
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Raviraj heads the sales and marketing team at Donorbox. His growth-hacking abilities have helped Donorbox boost fundraising efforts for thousands of nonprofit organizations.
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