How do I generate donor summaries / EOY tax receipts?

Flocknote People

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It's never been easier to generate and send your members their donor summaries for tax purposes at the end of the year -- there is no label-making or mail merge necessary! Watch the short video below to learn more about this fancy-pants feature. Please note that only Super Admins with giving privileges will be able to view and generate these reports.

By default, all tax-deductible funds will be included in the end-of-year donation summaries. To exclude a fund from these summaries, simply uncheck the box when creating the fund or make this edit via the Fund Settings section.

To set the fund's tax-deductible status when creating the fund: 

  1. Click the green Add Fund button on the main Giving Tracking page. 
  2. Make sure the checkbox is selected that says This fund is tax deductible.

To edit the fund's tax-deductible status after creating the fund:

  1. Select the fund name from the Giving Tracking page to open that fund. 
  2. Click the cogwheel icon at the top of the fund to access the Fund Settings
  3. Select or deselect the checkbox that says This fund is tax deductible depending if you want the fund to appear in end-of-year donation summaries or not.

Funds that are not tax deductible and thus excluded from end-of-year summaries will be marked with an icon:

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