Every year it’s a mad dash to reach fundraising goals by December 31 for nonprofits. And then comes the administrative work to close out the year. This means reporting, giving statements, and tax receipts. With Giveffect, year-end reporting and communications can be stress-free!
Jack Harrison, Giveffect Customer Success Team Manager, led our live Year-End Reporting Workshop.
We cover:
- Year-End Reporting to Share with Your Board
- How to easily customize your donors’ Giving Statements
- Step-by-step guide for generating Giving Statements and Tax Receipts
- Q&A
Workshop Outline
Year-End Reporting for your Board
- Recurring gift revenue
- Growth report
- Peer-to-peer fundraising
- Effectiveness of bringing in new donors to your organization
- Participants Summary
- Also, think about third-party fundraising.
- Major Donor cultivation & conversion
- Major Gifts tool in CRM
Customize your Giving Statements
- Determine what giving information you want to convey to donors
- Create your Annual Statement template accordingly
- Message Body
- Replacement variables
- Signature Block
- Description of the summary table
Generating Giving Statements & Receipts
- Determine your policy on which documents to send
- Query and identify your donor pool
- Get to generating!
Giveffect is a cloud-based software suite built entirely from the ground up for nonprofits. The core concept behind the Giveffect software is to build a true all-in-one, user-friendly system.
Learn more about how Giveffect can help wrap your year with customized reports and automation. Book a demo today.
