Year End Statements

Mary Anderson

We'd like to mail our constituents year end statements for tax purposes - the report in RE does not allow me to list the total amount given to each fund (rather it lists each individual gift per fund).  Can anyone suggest a better way to do this?

JoAnn Strommen

Mary Anderson:

We'd like to mail our constituents year end statements for tax purposes - the report in RE does not allow me to list the total amount given to each fund (rather it lists each individual gift per fund).  Can anyone suggest a better way to do this?

Both Annual Statement Report and Constituent Giving History report list each gift.  

Personally, I prefer to have each gift listed (with the exception of those on payroll deductions).  Is there a reason you do not want each gift listed? 

Is this the only tax receipt your donors are receiving?  If so, total may not be best option either as there are different rules regarding the need for receipts if gift is over $250.  Per IRS pub 1771 it can be done in an annual summary, but there's also a statement about totaling contributions less than $250.  I'm not sure what that's supposed to mean. 

Don't know other than consolidated receipts any way to easily in an existing, donor friendly report to show totals per fund.