Year-End Summaries Guide
Generate and send annual giving statements to donors who made multiple donations throughout the year. Perfect for tax season.
What is a year-end summary?
A year-end summary (also called an annual giving statement) consolidates all donations from a single donor into one document. It shows:
When to send year-end summaries
Most nonprofits send year-end summaries in January, after the calendar year ends but before donors file taxes. Best practices:
How to generate year-end summaries
Go to the Donations page
Navigate to your organization's Donations page from the sidebar.
Click "Year-End Summaries"
Find the Year-End Summaries button in the page header. This opens the summary generation panel.
Select the year
Choose which calendar year to generate summaries for. Thankly will find all donors with multiple donations that year.
Review eligible donors
See a list of donors who will receive summaries, along with their total giving and number of donations.
Send summaries
Click "Send All" to email summaries to all eligible donors. You'll see progress as emails are sent.
Bulk sending
Year-end summaries are sent in bulk to all eligible donors at once. Each donor receives:
- An email thanking them for their annual support
- A PDF attachment with their complete giving history
- Your organization's contact information
Related resources
Learn more about year-end giving statements and IRS requirements:
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