Year-End Giving Statement Checklist

The end of the year is stressful enough with the holidays and tax season around the corner. That's why we have put together an end-of-year checklist for you to cover all your bases as the year comes to a close.

This checklist will walk you through how to customize and send giving statements. It also outlines best practices for cleaning up your database, reconciling giving batches, and expressing gratitude to your donors.


Download our Year-End Checklist!


Pro-Tip: Make sure to check out this year's featured success article - Before You Send Your Statements, Make a Statement! Beyond the how-to basics, we've included best practices on what to say in your giving statement, including an example email/letter you can use!


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