It’s everyone’s favorite time of the year: financial and tax reporting season! At least, that’s how my accountant feels about it. With Givelify you have easy access to the reports you’ll need for your organization’s accounting and for your donor giving statements.
Here is a step-by-step walkthrough to generate your reports, as well as how your donors can download their own giving statements for their records. There is also a video tutorial at the bottom of this post.
Note: This reporting is found online, not in the Givelify app. For full dashboard functionality, you will need to use a computer and web browser.
You must send your donor reports no later than January 31, so don’t wait. Here’s how to run the report that will generate each donor’s yearly giving statement.
To generate a donor statement, follow the instructions in the appropriate support article for your organization: