TormanoTormano 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. Eleven fields are filled in for you when the receipt is sent:
{{donor_name}}: the donor’s name{{amount}}: the gift amount{{deductible_amount}}: the deductible portion. For a cash gift this is the full amount; for a gift of property it shows the words determined by you as the donor, because IRS Publication 1771 does not let a charity put a value on donated property.{{fair_market_value}}: the fair market value of anything the donor received in return. Shows not recorded when no value has been entered on the gift.{{date}}: the gift date{{transaction_id}}: the transaction reference{{ein}}: your organization’s EIN{{org_name}}: your organization’s name{{goods_and_services}}: the goods-and-services statement required by IRS Publication 1771{{tax_status}}: the tax-deductibility statement, drawn from your organization’s tax-exempt status{{frequency}}: one-time or recurring. Filled in when the gift has a frequency, though it is not in the field picker because most receipted gifts are one-time.
Keep the substantiation fields in the template
You can rewrite the body copy, but keep {{goods_and_services}}, {{deductible_amount}}, {{fair_market_value}} and {{tax_status}} in it. Those four are what make the receipt a valid written acknowledgment under IRS Publication 1771, and a receipt missing the goods-and-services statement can cost the donor the deduction on an otherwise perfectly good gift. If you delete them the receipt still sends, but it stops being one your donors can rely on.
The default template already includes your logo and the statements above. Click Preview before you save: the preview shows exactly what the donor will receive. Set your EIN and logo on your organization profile first, or they will be missing from the receipt.
Year-end giving statements
For the annual summary, open Donations > Statements. It lists your households with a year selector. Pick a year, which defaults to the one just ended, preview the totals, and open a printable giving statement for that household.