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Quiz

Which year-end receipting approach is right for your nonprofit?

Seven quick questions about your donors, your records and your team, followed by an honest recommendation and the pages to read next.

Reviewed for 2026, updated September 8, 2026.

1. How many donors did you send a year-end statement to last January?

2. Where do your gift records live today?

3. How often do gifts come with something in return, such as event tickets, auction items or membership benefits?

4. Who actually does the receipting work?

5. What went wrong last January?

6. What is a realistic annual budget for receipting tools?

7. How do you deliver statements today?

How this quiz works

Each answer nudges you toward one of 4 profiles. The result is guidance, not a verdict: read the matching pages, then use the free tools to put numbers on it.

Complete guide, Compare options, Free tools.