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Commonly Asked Questions about Summary Donation Forms

Heres a template of the essential elements that any effective donation letter will include: Salutation. Explanation of your mission. Your project, event, or needs. Compelling details. A specific request. A call-to-action.
Sometimes referred to as donor statements, donor summaries include a donors giving recordincluding the date, amount, and other gift detailsfor a specified period of time.
The Giving Summary shows highlights, including the first gift, the most recent gift, the largest gift, and the constituents consecutive years of giving. Below this data, you see a breakdown of giving by gift type.
An end-of-year giving summary (also known as an annual statement), is the best way to give your donors a summary of their contributions from the past year. These individualized reports contain a complete snapshot of donor history for the given reporting year, including all online and offline transactions.
What do you need to include in your donation acknowledgment letter? The donors name. The full legal name of your organization. A declaration of your organizations tax-exempt status. Your organizations employer identification number. The date the gift was received. A description of the gift and the amount received.
A donation receipt is a written acknowledgment to your donor of their contribution to your cause. In addition to showing donor appreciation, these messages help your supporters file their annual income tax return deductions and help your charitable organization keep good internal records of gifts.