Everything You Need to Know About Sending Tax Receipt Letters

Everything You Need to Know About Sending Tax Receipt Letters

Navigate to specific chapters of the webinar:

  • 0:55 –Background on PSG and AskGenius
  • 6:42 – IRS rules on tax letters
  • 9:59 – Before you send that boring old tax statement letter, start with your why
  • 14:00 – How to format the letter
  • 17:18 – Segmenting your donors for your year-end tax statement letter
  • 18:51 – Using automation to send year-end tax letters
  • 25:00 – Q&A


For too many professional fundraisers, the joy of a successful year-end giving campaign is quickly dulled when the clock strikes midnight on December 31. Because that’s when our attention turns from accepting gifts to acknowledging them.  And, depending on the size of your nonprofit, gathering the basic information you need to send donor tax statement letters may feel like a herculean task.  

The Internal Revenue Service requires nonprofits in the Unites States to send a written acknowledgment to a donor for any contribution of $250 or more.  

The letter has certain requirements as to what language must be included – which leads far too many nonprofits to send dry, boring, legal-sounding letters. 


Watch our webinar to learn: 


  • A primer on the IRS rules regarding the acknowledgement of gifts 
  • Our best advice on how to write a great tax statement letter 
  • A sample tax statement letter your donors will love
  • How to use automation tools to create and send tax statements
  • How to avoid tons of phone calls on January 1 from donors asking for their tax statement letter so they can file their taxes  
Andrew Menke

Sarah Aligo
Senior Development Consultant

Nic Prenger

Andy Schroeder
Vice President of Digital Services

Andrew Menke

Stacy Cope
Senior Database Consultant