Monthly Gifts
Sahil Mallick
Hey Sydney McKim, thanks for your feedback! I have a few more questions for you:
- What specific information would you like included in the yearly tax receipt for monthly donors?
- How would you like the wording of the monthly gift tax receipt to differ from the general thank you message?
- Is there a specific time of year when you would prefer the yearly tax receipts to be sent out?
S
Sydney McKim
Sahil Mallick Thanks for getting back to me so quickly. 1. Gifts for each month line by line, and how much their yearly total giving was, and number of total gifts. 2. I would like the tax receipt to change to say something along the lines of "thank you for your monthly gift" and take out the other language I use for non recurring gifts. Does that make sense? 3. And yes January would be great, or if the donor can get a 'yearly tax receipt' sent to them if they request it any time of the year.