Year-end giving statements in one click

For many church administrators, January means the same scramble: reconcile a year of gifts, build a statement for every donor, and field "can you resend mine?" emails for weeks. It doesn't have to be that way.

What a good year-end statement needs

The IRS expects a few things on a contribution statement for it to support a donor's deduction:

• The church's name.
• The donor's name and the total of their deductible gifts.
• The dates and amounts (or a yearly summary).
• A statement that no goods or services were provided in exchange for the gifts, where that's the case.

Getting these right matters — a statement that's missing the "no goods or services" language can leave a donor's deduction on shaky ground.

Why January gets painful

• Gifts live in multiple places. Online giving in one tool, cash and checks in a spreadsheet, text-to-give somewhere else.
• Refunds aren't accounted for. A refunded or voided gift that's still counted inflates a donor's statement.
• Delivery is manual. Printing, stuffing, and mailing — or emailing one at a time.

Make it one click

1. Keep all giving in one system throughout the year — online, cash, check, and text-to-give — so there's nothing to stitch together in January.
2. Exclude refunds automatically. Your totals should subtract refunded and voided gifts without anyone remembering to.
3. Generate and send in a batch. Produce every donor's statement at once and deliver by email, with a self-serve option for donors to pull their own.

The payoff

When giving is tracked in one place all year and refunds are handled correctly, year-end becomes a single action instead of a week of cleanup. GraceBase generates compliant year-end statements donors can access themselves — so January is just another month.