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TaxThank overview, features, pricing, and FAQ/Author
About Julien Jimenez, the founder behind TaxThank/author/Blog
Guides on nonprofit receipts/blog/Why Year End Receipts Matter to Donors
A donation receipt is more than paperwork to a donor. Here is why it matters./blog/why-year-end-receipts-matter/What a Compliant Donation Receipt Needs
A receipt has to contain the right information to be useful. Here is what belongs on one./blog/compliant-donation-receipt/Thank You Letters That Deepen Giving
A receipt records a gift; a thank you deepens a relationship. Here is how to write one./blog/thank-you-letters-deepen-giving/Handling Year End at a Small Nonprofit
Year end can overwhelm a small team. Here is how to get through it calmly./blog/year-end-at-small-nonprofit/Keeping Clean Donor Records
Good records make everything else easy. Here is how to keep donor data clean./blog/keeping-clean-donor-records/Bulk Receipts Without the Burden
Producing receipts for a whole donor list should not take days. Here is how to do it fast./blog/bulk-receipts-without-burden/Donor Stewardship Basics
Keeping donors is as important as finding them. Here are the stewardship basics./blog/donor-stewardship-basics/The Relationship Behind the Receipt
A receipt is a moment in a bigger relationship. Here is how to see it that way./blog/relationship-behind-receipt/Preparing for Giving Season
The busiest giving time rewards preparation. Here is how to be ready./blog/preparing-for-giving-season/How do you write a receipt for an in-kind donation without stating a value?
Noncash gifts are the receipts nonprofits get wrong most often. Here is what to describe, what to leave out, and when the IRS forms come into play./blog/in-kind-donation-receipts/What should a nonprofit do when a donor receives dinner and auction items at a gala?
Event revenue is where receipts get complicated. Here is how quid pro quo disclosure works for tickets, tables, auctions, and raffles, and how to get the math right./blog/gala-quid-pro-quo-receipts/What is the best way to send one annual receipt to a monthly recurring donor?
Monthly donors generate twelve small gifts and one big question in January. Here is how a consolidated statement satisfies the rules and keeps sustainers happy./blog/recurring-donor-annual-receipt/Why does a corrected donation receipt need a paper trail instead of a quiet edit?
Wrong name, wrong amount, wrong year. Mistakes happen on receipts. What matters is how you fix them, and the quiet edit is the one approach that creates real trouble./blog/reissuing-corrected-receipts/How much tax language belongs on the acknowledgment for a donor-advised fund grant?
DAF grants, matching gifts, stock, and IRA distributions each need a different kind of letter. Here is who the donor of record is and what to say to each of them./blog/donor-advised-fund-acknowledgments/When should a nonprofit send year-end receipts so donors can actually use them?
The legal deadline is later than most people think, and the practical deadline is earlier. Here is how to set a January schedule that satisfies both./blog/year-end-receipt-timing/Which works better for donation receipts, email delivery or printed letters in the mail?
Both are legally fine. The real question is which one your donors will actually open, keep, and find in April. Here is how to decide, and why the answer is usually both./blog/email-versus-mailed-receipts/What should a nonprofit say when a volunteer asks for a receipt for their hours?
Volunteers give something real, and the tax code does not let them deduct it. Here is how to explain that honestly, and what you can legitimately document for them./blog/volunteer-hours-receipts/How do you acknowledge a memorial gift to both the donor and the grieving family?
An in-memory gift creates two letters: a receipt for the donor and a notification for the family. Here is what each should say and what each should leave out./blog/memorial-gift-acknowledgments/How do you acknowledge a gift of appreciated stock when the shares arrive without the donor's name?
Electronic share transfers land in your brokerage account as a quantity and a date, with nobody attached. Here is how to match the gift to a donor and write an acknowledgment that holds up./blog/appreciated-stock-gift-receipts/What is the best way to acknowledge a corporate sponsorship without turning the receipt into an advertising invoice?
Sponsorship money is a contribution right up until the sponsor starts getting something back that looks like advertising. Here is where the line sits and how to write the acknowledgment./blog/corporate-sponsorship-receipt-language/Complete guide
Everything a small or midsize nonprofit needs to know about acknowledging gifts correctly, sending year-end statements on time, and turning a legal requirement into a moment of genuine gratitude./guide/Compare options
From a word processor and a spreadsheet to a full donor CRM, here is how the main approaches to receipting stack up for a small or midsize nonprofit, with the tradeoffs stated plainly./compare/Glossary and FAQ
Plain-English definitions of the terms that show up in receipting, substantiation, and donor records, followed by answers to the questions nonprofits ask most./glossary/Free tools
Free calculators and planners/tools/Donation Receipt Automation ROI Calculator
Estimates the staff hours, first-year net savings and payback period a small nonprofit can expect from automating donation receipts instead of producing them by hand./tools/receipt-automation-roi/Quid Pro Quo Deductible Amount Calculator
Works out the deductible portion of a donation that came with goods or services, and flags whether the payment needs a written acknowledgment or a quid pro quo disclosure statement./tools/quid-pro-quo-deductible/Year-End Receipt Workload Planner
Tells a nonprofit office how many staff hours, working days and people it takes to get every year-end donation statement out before the deadline they have set./tools/year-end-receipt-workload/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./quiz/Year-End Donation Statement Launch Checklist
A September to February checklist that walks a small nonprofit from record cleanup to the day the last corrected year-end statement is delivered./templates/year-end-statement-launch-checklist/Year-End Statement Proof Pass Log
A sample-based review sheet for checking a generated batch of year-end statements against the gift log before any of them go out./templates/year-end-statement-proof-pass-log/Disclosure
How this site is funded/disclosure/Legal notice
Publisher and hosting information/legal/Privacy policy
How your data is collected and protected/privacy/Terms of service
The terms that govern use of the service/terms/
TaxThank overview, features, pricing, and FAQ/Author
About Julien Jimenez, the founder behind TaxThank/author/Blog
Guides on nonprofit receipts/blog/Why Year End Receipts Matter to Donors
A donation receipt is more than paperwork to a donor. Here is why it matters./blog/why-year-end-receipts-matter/What a Compliant Donation Receipt Needs
A receipt has to contain the right information to be useful. Here is what belongs on one./blog/compliant-donation-receipt/Thank You Letters That Deepen Giving
A receipt records a gift; a thank you deepens a relationship. Here is how to write one./blog/thank-you-letters-deepen-giving/Handling Year End at a Small Nonprofit
Year end can overwhelm a small team. Here is how to get through it calmly./blog/year-end-at-small-nonprofit/Keeping Clean Donor Records
Good records make everything else easy. Here is how to keep donor data clean./blog/keeping-clean-donor-records/Bulk Receipts Without the Burden
Producing receipts for a whole donor list should not take days. Here is how to do it fast./blog/bulk-receipts-without-burden/Donor Stewardship Basics
Keeping donors is as important as finding them. Here are the stewardship basics./blog/donor-stewardship-basics/The Relationship Behind the Receipt
A receipt is a moment in a bigger relationship. Here is how to see it that way./blog/relationship-behind-receipt/Preparing for Giving Season
The busiest giving time rewards preparation. Here is how to be ready./blog/preparing-for-giving-season/How do you write a receipt for an in-kind donation without stating a value?
Noncash gifts are the receipts nonprofits get wrong most often. Here is what to describe, what to leave out, and when the IRS forms come into play./blog/in-kind-donation-receipts/What should a nonprofit do when a donor receives dinner and auction items at a gala?
Event revenue is where receipts get complicated. Here is how quid pro quo disclosure works for tickets, tables, auctions, and raffles, and how to get the math right./blog/gala-quid-pro-quo-receipts/What is the best way to send one annual receipt to a monthly recurring donor?
Monthly donors generate twelve small gifts and one big question in January. Here is how a consolidated statement satisfies the rules and keeps sustainers happy./blog/recurring-donor-annual-receipt/Why does a corrected donation receipt need a paper trail instead of a quiet edit?
Wrong name, wrong amount, wrong year. Mistakes happen on receipts. What matters is how you fix them, and the quiet edit is the one approach that creates real trouble./blog/reissuing-corrected-receipts/How much tax language belongs on the acknowledgment for a donor-advised fund grant?
DAF grants, matching gifts, stock, and IRA distributions each need a different kind of letter. Here is who the donor of record is and what to say to each of them./blog/donor-advised-fund-acknowledgments/When should a nonprofit send year-end receipts so donors can actually use them?
The legal deadline is later than most people think, and the practical deadline is earlier. Here is how to set a January schedule that satisfies both./blog/year-end-receipt-timing/Which works better for donation receipts, email delivery or printed letters in the mail?
Both are legally fine. The real question is which one your donors will actually open, keep, and find in April. Here is how to decide, and why the answer is usually both./blog/email-versus-mailed-receipts/What should a nonprofit say when a volunteer asks for a receipt for their hours?
Volunteers give something real, and the tax code does not let them deduct it. Here is how to explain that honestly, and what you can legitimately document for them./blog/volunteer-hours-receipts/How do you acknowledge a memorial gift to both the donor and the grieving family?
An in-memory gift creates two letters: a receipt for the donor and a notification for the family. Here is what each should say and what each should leave out./blog/memorial-gift-acknowledgments/How do you acknowledge a gift of appreciated stock when the shares arrive without the donor's name?
Electronic share transfers land in your brokerage account as a quantity and a date, with nobody attached. Here is how to match the gift to a donor and write an acknowledgment that holds up./blog/appreciated-stock-gift-receipts/What is the best way to acknowledge a corporate sponsorship without turning the receipt into an advertising invoice?
Sponsorship money is a contribution right up until the sponsor starts getting something back that looks like advertising. Here is where the line sits and how to write the acknowledgment./blog/corporate-sponsorship-receipt-language/Complete guide
Everything a small or midsize nonprofit needs to know about acknowledging gifts correctly, sending year-end statements on time, and turning a legal requirement into a moment of genuine gratitude./guide/Compare options
From a word processor and a spreadsheet to a full donor CRM, here is how the main approaches to receipting stack up for a small or midsize nonprofit, with the tradeoffs stated plainly./compare/Glossary and FAQ
Plain-English definitions of the terms that show up in receipting, substantiation, and donor records, followed by answers to the questions nonprofits ask most./glossary/Free tools
Free calculators and planners/tools/Donation Receipt Automation ROI Calculator
Estimates the staff hours, first-year net savings and payback period a small nonprofit can expect from automating donation receipts instead of producing them by hand./tools/receipt-automation-roi/Quid Pro Quo Deductible Amount Calculator
Works out the deductible portion of a donation that came with goods or services, and flags whether the payment needs a written acknowledgment or a quid pro quo disclosure statement./tools/quid-pro-quo-deductible/Year-End Receipt Workload Planner
Tells a nonprofit office how many staff hours, working days and people it takes to get every year-end donation statement out before the deadline they have set./tools/year-end-receipt-workload/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./quiz/Year-End Donation Statement Launch Checklist
A September to February checklist that walks a small nonprofit from record cleanup to the day the last corrected year-end statement is delivered./templates/year-end-statement-launch-checklist/Year-End Statement Proof Pass Log
A sample-based review sheet for checking a generated batch of year-end statements against the gift log before any of them go out./templates/year-end-statement-proof-pass-log/Disclosure
How this site is funded/disclosure/Legal notice
Publisher and hosting information/legal/Privacy policy
How your data is collected and protected/privacy/Terms of service
The terms that govern use of the service/terms/
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