End-of-Year Giving Statements
End-of-year giving statements provide donors with an official record of their contributions for the calendar year. These statements are used for personal recordkeeping and tax reporting purposes.
Process Overview
- Giving statements are generated annually after year-end closing procedures are complete.
- Statements include all eligible donations received and recorded within the calendar year (January 1 – December 31).
- Accuracy depends on proper entry and coding of all donations throughout the year.
Key Guidelines
- All donations must be recorded in a timely and accurate manner to ensure correct reporting.
- Only contributions processed through approved giving channels will be reflected on statements.
- Adjustments or corrections must be completed prior to final statement generation.
Questions or Assistance
All questions, discrepancies, or requests for additional information should be directed to the Accounts Receivable team member responsible for donation records.
Accountability & Stewardship
Proper handling and reporting of donations reflects the organization’s commitment to financial integrity, transparency, and stewardship. All teams involved in receiving or processing donations play a role in ensuring accurate year-end reporting.