Send annual giving statements to all your donors with one click. Professional PDF summaries with itemized donations, totals, and tax-ready documentation.
Every year-end statement includes all the information donors need for their tax records
Send year-end summaries to all eligible donors in three simple steps.
Choose the calendar year for your annual summaries. Thankly automatically identifies donors with 2+ donations.
See the list of eligible donors, their donation counts, and totals. Select all or choose specific donors to include.
Click send and Thankly generates personalized PDFs and emails them to each donor automatically.
Everything you need to send professional annual giving statements.
Automatically identifies donors with 2 or more donations in the calendar year who qualify for an annual summary.
Send personalized year-end summaries to all eligible donors with a single click. No manual work required.
Each summary is a branded PDF with your logo, itemized donations, totals, and IRS-compliant language.
Summaries are automatically emailed to donors with a PDF attachment they can use for tax filing.
See which donors have already received their summary and resend to specific donors if needed.
Includes required disclosure language for tax-deductible contributions and goods/services statements.
Year-end donation summaries serve multiple purposes for your nonprofit.
Help donors prepare for tax season by sending comprehensive giving statements before the January 31st deadline.
Show appreciation to recurring donors by providing a complete record of their annual generosity.
Maintain complete records of all annual summaries sent, including timestamps and PDF copies.
A year-end donation summary (also called an annual giving statement) is a document that lists all donations a donor made to your nonprofit during a calendar year. It includes individual gift amounts, dates, and an annual total for tax purposes.
By default, Thankly identifies donors who made 2 or more donations during the year. These donors benefit most from a consolidated annual statement rather than individual receipts.
Most nonprofits send annual summaries in January, before the tax filing deadline. This gives donors time to include the documentation with their tax returns.
Yes. A donation receipt acknowledges a single gift, while an annual summary consolidates all gifts for the year into one document. Both include IRS-required disclosure language.
Yes. Thankly tracks which summaries have been sent and allows you to resend to specific donors or regenerate summaries as needed.
Join nonprofits using Thankly to send professional annual giving statements with one click.