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Annual Tax Letter for Your Monthly Donors

By  Eden Stiffman
March 1, 2015

Erica Waasdorp, a Massachusetts-based fundraising consultant and author of Monthly Giving: The Sleeping Giant, shared this template, which nonprofits can use to craft tax letters for their monthly donors.

Nonprofits can use this template to craft tax letters for their monthly donors.

The IRS requires that donors who wish to claim a charitable deduction for their gift have a bank record or a written communication from the nonprofit as documentation.

These letters should be printed on your organization’s letterhead and mailed first class so that they reach donors before January 31 of the year after their gift was made. They serve as documentation for donors who claim a deduction when filing their federal income tax return.

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Erica Waasdorp, a Massachusetts-based fundraising consultant and author of Monthly Giving: The Sleeping Giant, shared this template, which nonprofits can use to craft tax letters for their monthly donors.

Nonprofits can use this template to craft tax letters for their monthly donors.

The IRS requires that donors who wish to claim a charitable deduction for their gift have a bank record or a written communication from the nonprofit as documentation.

These letters should be printed on your organization’s letterhead and mailed first class so that they reach donors before January 31 of the year after their gift was made. They serve as documentation for donors who claim a deduction when filing their federal income tax return.

Tax letters for gift pledges should include only the amount the organization received during the tax year, not the total amount pledged. A similar letter can be sent via email to donors who give online.

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  • Annual Tax Letter for Your Monthly Donors
Read other items in this Attracting Monthly Donors and Keeping Them package.
We welcome your thoughts and questions about this article. Please email the editors or submit a letter for publication.
Communications and MarketingFundraising from IndividualsAdvocacy
Eden Stiffman
Eden Stiffman is a senior writer who covers nonprofit impact, accountability, and trends across philanthropy. She writes frequently about how technology is transforming the ways nonprofits and donors pursue results, and she profiles leaders shaping the field.
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