Email or print year-end tax summaries with 1 click.
If your donors have emails on file, you can send their year-end tax summaries with a single click. No emails? No problem. Click just one more button to print summaries for donors with addresses on file.
Personalize your tax summary to bring an extra level of gratitude to your communication. Once the template has been edited, you’re just a press away from sending or printing tax summaries.
Some donors may have just given you cash in hand, without providing any contact details. The Tax Summaries Tool gives you the list of donors that don’t have email or mailing address on record, so you can make a plan to reach out and update their info.
After they’ve given, donors can log in to their own Kindful account to see their giving profile and history. From here they can download their year-end tax summary whenever they need it.