Donor Reports

Quick Answer: Donor Reports

Donor Reports batch year-end tax receipts and contribution statements when a donor or auditor needs documentation on short notice. Filter by tax year, send batch email, hand off to letter campaigns, or download per-donor PDFs from Donor Hub.

Available on Plus, Pro, and Enterprise. For lapsed-donor and SYBUNT/LYBUNT stewardship lists, use Lapsed Donor Report instead—those cohorts are not built in Donor Reports.

Donor Reports

Year-end tax receipts and giving summaries in batch or one-off runs.

Common tasks

• Send annual tax summaries to all donors with mailable email addresses
• Download a single donor PDF from their profile kebab menu
• Hand off a filtered list to Snail Mail campaigns
• Review multi-fund gift lines on consolidated receipts

Good to Know

Pair with Household Giving Report when spouses give from separate records and Donation Receipts for automatic receipt settings.

Related: Donor CRM, Lapsed Donor Report, Donor Management features.