{"id":16762,"date":"2019-12-13T10:34:54","date_gmt":"2019-12-13T15:34:54","guid":{"rendered":"https:\/\/www.qgiv.com\/blog\/?p=16762"},"modified":"2021-05-28T14:27:56","modified_gmt":"2021-05-28T18:27:56","slug":"donor-summaries-tax-prep","status":"publish","type":"post","link":"https:\/\/www.qgiv.com\/blog\/donor-summaries-tax-prep\/","title":{"rendered":"Tax Prep is a Piece of Cake with Qgiv&#8217;s Donor Summaries"},"content":{"rendered":"\n<p>As December 31<sup>st<\/sup> nears, your tax-savvy donors are\nlikely getting their last-minute gifts in before the calendar year officially\nends. After the ball drops and ushers in the new year, help your donors with\ntheir tax prep by sending them a summary of the gifts they\u2019ve made over the\ncourse of 2019. <\/p>\n\n\n\n<p>Qgiv makes it simple to produce a summary of donors\u2019 gifts to make donor tax prep simple. Not all donors need their gift summary when filing taxes (especially if they don\u2019t itemize), but your donors will appreciate the gesture of sending them their donation summary in case they need it.<br> <br> Here are a few reasons to send donor summaries to your supporters! <\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Donation receipts get lost<\/h4>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/media.giphy.com\/media\/spd8OEUnfXDBS\/giphy.gif\" alt=\"\" width=\"465\" height=\"480\"\/><\/figure><\/div>\n\n\n\n<p>An accurate record of their donations is essential for\nitemizers. These donors must be able to provide evidence for every\ntax-deductible gift they\u2019ve made throughout the course of the year. The trouble\nwith asking donors to hold onto their donation receipts is they get lost.\nUnless filed away in a folder in their email or filed with their tax\ndocumentation when their receipt comes by mail, chances are many donors won\u2019t\nknow where their receipts are by tax season.<\/p>\n\n\n\n<p>This often leads donors to call asking for reprints of receipts or leaving reportable donations off the record. Sending donor summaries makes it possible for donors to provide evidence of their annual giving with one document rather than a pile of gift receipts. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Reporting recurring gifts is simpler<\/h4>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/media.giphy.com\/media\/cOoWWeJMw33YZgJZZP\/giphy.gif\" alt=\"Dachshund dog prepares his tax return.\"\/><\/figure><\/div>\n\n\n\n<p>Accurately filing your taxes is confusing enough without the\ntedium of submitting a gift receipt for each installment of your recurring\ngift. Instead, Qgiv donor summaries will provide an annual giving total so\ndonors know the sum of their recurring gifts plus any additional one-time gifts\nmade over the course of the year. <\/p>\n\n\n\n<p>If donors are completing an itemized tax return on their own, this is a much more convenient way for them to report the total of their annual contributions. Instead of having to add up the total of their gifts, they can see the total instantly. An official donor summary can also help professional tax preparers prepare your donors\u2019 tax return on their behalf. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Make small businesses applaud your efforts<\/h4>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><img decoding=\"async\" src=\"https:\/\/media.giphy.com\/media\/H5ga9tbuv5slO\/giphy.gif\" alt=\"\" width=\"480\" height=\"270\"\/><\/figure><\/div>\n\n\n\n<p>Large corporations that make donations likely have their own efficient system of tracking their giving. However, small businesses that donate in-kind gifts or make donations to your nonprofit still must file their corporate taxes. Their deadlines may not be the same, but that doesn\u2019t mean they wouldn\u2019t benefit from a summary of the gifts they made to your nonprofit throughout the course of the year. <\/p>\n\n\n\n<p>Go the extra mile and send a donor summary that coincides with the fiscal years of these small businesses. Unlike individuals, businesses don\u2019t report their income based on the calendar year. Their fiscal year\u2019s start and end dates could be in any month. With Qgiv donor summaries you\u2019re able to send a donor summary of corporate gifts by specifying their fiscal year as the gift range.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Donor summaries are useful for more than tax returns<\/h4>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/media.giphy.com\/media\/xUySTu7FXFYo6nXWWQ\/giphy.gif\" alt=\"\"\/><\/figure><\/div>\n\n\n\n<p>With the 2017 Tax Cuts and Jobs Act raising the standard deduction, there are going to be fewer individuals and families submitting itemized returns. However, donor summaries can still be valuable. By sending a donor summary to your donors, you\u2019re helping them see the total of their gifts and encouraging them to make more of a difference in years to come.  Try sending a thank-you letter with your donor summaries that explains what donations made possible that year. Helping your donors visualize the part their gifts played in the work your organization did that year can be a big motivator to continue giving next year. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Conclusion<\/h4>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/media.giphy.com\/media\/DDGNs2W0mTPoY\/giphy.gif\" alt=\"You'll be celebrated for helping donors complete their tax return like the pros.\"\/><\/figure><\/div>\n\n\n\n<p>Unless you\u2019re expecting a huge refund, tax time isn\u2019t likely\nto be your favorite day of the year. Empathize with your donors\u2019 tax prep\nexperience and make their lives easier. Anticipate their needs by sending donor\nsummaries through Qgiv. By giving donors a summary of their annual gifts, you make\ntheir tax reporting a breeze and make them feel like tax pros. That\u2019s something\nto celebrate!<\/p>\n\n\n\n<p>Donor summaries are available as part of Qgiv&#8217;s <a href=\"https:\/\/www.qgiv.com\/pricing\">Data Package<\/a>. Not sure how to send out a donor summary with Qgiv? We\u2019re happy to help. Contact us at <a href=\"mailto:support@qgiv.com\">support@qgiv.com<\/a> and we\u2019ll walk you through it!<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As December 31st nears, your tax-savvy donors are likely getting their last-minute gifts in before the calendar year officially ends. After the ball drops and ushers in the new year, help your donors with their tax prep by sending them a summary of the gifts they\u2019ve made over the course of 2019. Qgiv makes it [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":16764,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[265,261],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tax Prep is a Piece of Cake with Qgiv&#039;s Donor Summaries - Fundraising Blog for Nonprofit, Educational, and Faith-Based Organizations<\/title>\n<meta name=\"description\" content=\"Sending Qgiv donor summaries to your supporters can make tax season a piece of cake for both individual and corporate donors alike! 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