Give Annual Receipts

Preparing year-end donation records can take time for nonprofit teams and leave donors looking for a clear summary of their contributions. Give Annual Receipts compiles donations into an annual receipt in PDF format. Donors can access their giving history through the donor dashboard, giving them a single document for their records.

Organizations can add their logo and customize receipt text, including sections before and after the main content and in the footer. The receipt period can be adjusted to match a fiscal or tax year. The add-on includes recurring gifts and renewals as individual line items, and supports fee recovery so those amounts are reflected in the receipt.

Features

• Annual receipt PDFs: Compile a donor’s contributions for the year into a PDF receipt that can be viewed from the donor dashboard.
• Donor dashboard access: Donors can view and download their giving history through their dashboard, with annual receipts available there.
• Custom receipt branding: Add your organization’s logo and personalize receipt text to reflect your nonprofit’s identity and messaging.
• Flexible receipt period: Set the annual receipt period to match your organization’s fiscal or tax year.
• Recurring gifts included: Include recurring donations and renewals as individual line items in the donor’s annual receipt.
• Fee recovery support: Support donation fee recovery and reflect recovered fees in annual receipts for a fuller contribution record.

Best for

• Nonprofits using GiveWP
• Organizations preparing annual donor receipts
• Fundraising teams managing recurring gifts