Willing to share - How To Create Yearly Tax Statements - PDF

Dana Burton

I have created a pdf of How To Create Yearly Tax Statements I am willing to share (as a guideline.) If you'd like to receive it, share your email address (here or DM me) and I will share what I've done, including folders to organize the process.

You would have to take this and adapt it to your own workplace, of course. Have a very blessed day!

I uploaded the PDF to a hosting site if you'd like to view it that way. It can be found here.

Geoff Hurte

@Dana Burton We would love to have a copy of your PDF. Thanks for offering to share it!

Jill Beltramea

@Dana Burton Yes, please share to jbeltramea@mcgivneygriffins.com

Lauren Heilweil

@Dana Burton I, too, would be interested in seeing the PDF. Perhaps you are able to post it in the forum to stop the inundation of requests. If not, please forward to my email at LHeilweil@ithaca.edu

Miki Martin

@Dana Burton thank you so much for sharing this! We have not done this in the past but it would be a great thing to provide our donors.

Tara Cain

@Dana Burton Very helpful, thank you for sharing!

Dana Burton

@Miki Martin I am thinking it said the link would stay active for 180 days after being viewed before being removed.

It can be a little confusing, or a lot if you are jumping in for the first time. Hoping a guideline will be helpful and not add to the confusion! ??

Patrick Flynn

@Dana Burton Nice PDF, but one question/feedback. This method does not generate a true receiptby showing any benefits received subtracted from the “donation” and thus a deductible amount. I cannot find a way to generate this information in database view any more now that the built in letter generation has been removed. Do you or anyone else have any ideas or insight?

Because of this, we had to use the PDF giving statement/receipts generated out of RENXT, which are ok, but 1. The lack the ability to have a cover letter automatically attached, so we had to do that by hand. 2. The PDFs, once exported to Windows, get sorted by alphabetical order by FILE name, not by last name. Which we did not discover until everything was already printed, not a deal breaker as we only had 250ish letters to handle, but could have been worse.

That's my two cents.

Elizabeth Johnson

@Patrick Flynn We use the receipt amount rather than the gift amount and that works fine from the dbv assuming it was entered correct. @Dana Burton Thanks for sharing a great resource!

Dana Burton

@Patrick Flynn, this is the criteria I have set for one of the queries:

This is the output for each:

I have added these fields into a Word document - see below:

And at the bottom of this letter:

I save the query export and use that to pull the salutations, addresses, total giving into Word through Select Recipients. Then I copy and paste the individual gifts.

Shauntel Graham

@Dana Burton
sgraham@ymcautah.org ?

Karen Stuhlfeier

@Dana Burton I have simplified this process quite a bit by creating an insight in the webview that I can use for the statement. They still have to be run one by one using the constituent name filter at the top of the dashboard, but they look great and it's easy to do.

Dana Burton

@Karen Stuhlfeier, this was the somewhat tedious process we adopted due to some requiring our tax statements (and reports) look as closely as they did with the previous software. I'm sure there is a simpler way, maybe not for what we require. I am able to do this in four batches, some rather large.

Karen Stuhlfeier

@Dana Burton Just pointing out to other people that you can pretty easily make very nice statement reports using an insight. Everything doesn't always have to be tedious.

Dana Burton

@Karen Stuhlfeier - not being tedious would be awesome. LOL

Esme CuevasAnderson

@Karen Stuhlfeier are you able to share what you've created in insights?
Thank you!

Karen Stuhlfeier

@Esmeralda CuevasAnderson I put an insight on a dashboard that has a filter for the constituent name at the top. I use the metrics of gift date and gift type and have columns in it for constituent name, fund, gift date and amount and total it at the bottom. This works well too when you get requests for a lifetime giving report.