It's hard to believe it's already that time of year again. The resources below walk through the steps to generate and send your donor's their year-end tax statement.

The key for this process to go smooth is to diligently track all donations throughout the year, record the tax-deductible value for gifts, and to find and merge any duplicate contact records if they exist.

Helpful Resources

Generate Year-End Giving Statements: read article

Year-End Tax Letters: watch video

Inserting Donations Into a Letter: read article

Managing Duplicates: watch video

Find Possible Duplicates: read article

Merge Duplicate Contact Records: read article