Year-End Giving Statement Letter
A professional year-end letter that accompanies your donors' annual giving statements. This template combines gratitude for their generosity with the practical tax documentation they need, while celebrating what God accomplished through their giving.
When to Use This Template
Send this letter in January, ideally by January 31st, to accompany the annual giving statement for tax purposes. This is a legal obligation for contributions over $250 and a best practice for all donation levels.
Template Variants
Choose the version that best fits your church culture and communication style. Customize the placeholders in brackets.
Dear [DONOR NAME], As we begin a new year, I want to express my heartfelt gratitude for your faithful generosity to [CHURCH NAME] throughout [YEAR]. Your giving has been a vital part of everything God accomplished through our church this past year. Because of your generosity, in [YEAR] we were able to: - Welcome [NUMBER] new members into our church family - Baptize [NUMBER] new believers - Serve [NUMBER] families through our community outreach programs - Send [NUMBER] team members on mission trips to [LOCATIONS] - Launch [NEW INITIATIVE/PROGRAM] Enclosed you will find your official giving statement for [YEAR]. This document reflects all tax-deductible contributions made to [CHURCH NAME] between January 1 and December 31, [YEAR]. Please note: No goods or services were provided in exchange for any contribution listed on this statement, unless otherwise noted. [CHURCH NAME] is a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code. Our tax identification number is [EIN NUMBER]. Please retain this statement for your tax records. If you have any questions about your giving history or notice any discrepancies, please contact [FINANCE CONTACT NAME] at [EMAIL/PHONE]. Thank you for your partnership in the gospel. We are excited about what [NEW YEAR] holds, and we are grateful to have you on this journey with us. With deep appreciation, [PASTOR NAME] Senior Pastor, [CHURCH NAME]
Dear [DONOR NAME], Happy New Year! I hope [NEW YEAR] is off to a wonderful start for you and your family. Your [YEAR] giving statement from [CHURCH NAME] is now available. You can view and download it by logging into your account at [GIVING PORTAL URL], or find it attached to this email. In [YEAR], your generous giving helped us: - [IMPACT POINT 1] - [IMPACT POINT 2] - [IMPACT POINT 3] Important tax information: [CHURCH NAME] is a tax-exempt organization under section 501(c)(3), EIN: [EIN NUMBER]. No goods or services were provided in exchange for contributions unless otherwise noted on your statement. If you notice any discrepancies or have questions, contact our finance team at [EMAIL/PHONE]. Thank you for your faithfulness. Your generosity is changing lives, and we are honored to steward your gifts. Gratefully, [PASTOR NAME] [CHURCH NAME]
How to Use These Templates
Select the text in the template above, copy it, and paste it into your email client or church management software. Replace all placeholders in [BRACKETS] with your church's specific information. Adjust the tone and details to match your church's voice.
Customization Tips
Best Practices
Related Features
Automate this type of communication with MosesTab.
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FAQs: Year-End Giving Statement Letter
Common questions about this giving template
While there is no strict IRS deadline for sending statements, best practice is to have them in donors' hands by January 31st. For donations of $250 or more, a contemporaneous written acknowledgment is required for the donor to claim a tax deduction.