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Tax receipts and giving statements

Customize the donation receipt email and issue year-end giving statements.

3 min read · Updated Jul 4, 2026

Tormano can send donors a receipt for each gift and, at year end, a consolidated giving statement.

Per-gift receipts

The Tax Receipts tab (Donations > Tax Receipts) is where you generate, manage, and send receipts for donor contributions.

Customizing the receipt template

The receipt is an editable email template at Settings > Donation Receipts. You can rewrite the body copy, and the template pulls in these fields automatically:

  • {{donor_name}} — the donor's name
  • {{amount}} — the gift amount
  • {{date}} — the gift date
  • {{transaction_id}} — the transaction reference
  • {{ein}} — your organization's EIN
  • {{org_name}} — your organization's name

The default template includes your logo and a "This donation may be tax-deductible — please consult your tax advisor" line. Preview before you save. Make sure your EIN and logo are set (Settings > Donation Receipts pulls them from your organization profile) so they render correctly.

Year-end giving statements

For the annual consolidated summary, use the Statements tab (Donations > Statements, /giving-statements). It lists households with a year selector; pick a year (statements default to the prior calendar year), preview the totals, and open a printable consolidated giving statement for that household.