Everything You Need to Know About Sending Tax Receipt Letters

Best practices, IRS rules, sample letters and automation tips.

About the Webinar

This webinar originally aired on November 29, 2022 11:00am, Central

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 an arduous task.  

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

The letter has certain requirements regarding 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 acknowledgment 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  

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Meet Your Hosts

Andy Schroeder, MBA Vice President of Digital Services

As a former major and planned gift officer, Andy provides clients real-world examples of how moves management creates meaningful donor relationships. Andy also brings extensive knowledge of Blackbaud Raiser’s Edge and helps clients leverage their CRM to enhance fundraising and stewardship efforts.

Sarah Aligo Director of Client Services

With more than 20 years of faith-based, higher education and nonprofit fundraising, Sarah is passionate about, and specializes in, digital fundraising, annual giving, direct mail, major gifts, board and volunteer fundraising and engagement, special events, and volunteer management. As Director of Client Services, she partners with Catholic dioceses around the country to modernize their development programs and design successful, multi-channel fundraising appeals.

Stacy Cope Director of Automation Services

Since she started working with nonprofit databases in 2011, Stacy has been obsessed with getting the software to work for her. She now works with PSG clients to automate donor stewardship, data cleanup, and other tasks to save organizations time and get them more in touch with their donors.