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Account management
Actually, I think it is possible to run statements for each donor that includes their name and address. I create a Sales Receipt for each donation as it is made. At the end of the year, I run a Transaction Statement for each donor. It's perfect - it has our nonprofit name and logo on it, and each donors name and address, along with a list of their donations for the year. You can email it, or print and mail.
My only problem with this is that, according to the IRS, I need to state that no goods or services were provided by the organization in return for their donation. There is no way to add this wording to the Transaction Statement. (In Custom Form Styles, I am able to add some wording to an individual Invoice - this is exactly what I'd like to do on the Transaction Statement.)
Here is the requirement from the IRS, according to their website:
Charitable Contributions - Written Acknowledgments
The written acknowledgment required to substantiate a charitable contribution of $250 or more must contain the following information:
- name of the organization;
- amount of cash contribution;
- statement that no goods or services were provided by the organization, if that is the case;
- statement that goods or services, if any, that the organization provided in return for the contribution consisted entirely of intangible religious benefits, if that was the case.