Year-end donor summary report generation

Purpose

1.1. Facilitate accurate, timely, and compliant year-end summaries for all donors, detailing contributions, dates, and acknowledgments, required for tax purposes and regulatory adherence.
1.2. Centralize and harmonize disparate donor data from multiple sources (donation platforms, CRM, accounting) into standardized summary documents.
1.3. Ensure delivery of personalized statements and storage of compliance records for audits and donor requests.

Trigger Conditions

2.1. Calendar date (e.g., January 1st each year).
2.2. Manual initiation by compliance or finance staff.
2.3. Change or update detected in donor data or transaction status in integrated system.
2.4. Completion of financial reconciliation/batch closure.

Platform Variants

3.1. Salesforce Nonprofit Success Pack
• Feature/Setting: Configure “Report Builder” with scheduled export (Donations > Custom Report > Schedule Export).
3.2. Microsoft Dynamics 365
• Feature/Setting: Create a recurring “Donation Summary” workflow with Power Automate (Triggers: year-end date; Action: email/CSV export via Dynamics API).
3.3. Zoho CRM
• Feature/Setting: Use “Scheduled Reports” for Donor Module, enable export via Zoho Analytics API.
3.4. HubSpot
• Feature/Setting: Automatic workflow with Date-Based Trigger; generate PDF via "Workflows" > "Export Data" > Attach to email.
3.5. Blackbaud Raiser’s Edge NXT
• Feature/Setting: Scheduled Query export with “Gift Summary” report, deliver through Blackbaud SKY API.
3.6. DonorPerfect
• Feature/Setting: Scheduled “Receipts & Acknowledgments” batch, PDF merge with DonorPerfect API.
3.7. Kindful
• Feature/Setting: Trigger “Year-End Giving Statement” generator, export to email via Kindful API.
3.8. Bloomerang
• Feature/Setting: Automated “Year-End Statement” report via Bloomerang Connect > Schedule PDF export.
3.9. NeonCRM
• Feature/Setting: Program “Activity Report” export, API call for statement PDFs.
3.10. QuickBooks Online
• Feature/Setting: Schedule and automate donor transaction “Reports” export; integrate using QuickBooks API.
3.11. Xero
• Feature/Setting: Use “Reports” > “Custom” > Yearly summary, automate export through Xero API Webhooks.
3.12. Mailchimp
• Feature/Setting: Auto-email triggers in “Automations” linked to uploaded donor CSV.
3.13. Gmail/Google Workspace
• Feature/Setting: Google Apps Script scheduled function; attach PDF from Drive, auto-email from Sheets data.
3.14. Outlook/Microsoft 365
• Feature/Setting: Power Automate Flow, scheduled batch email with donor summary attachments.
3.15. DocuSign
• Feature/Setting: Batch Generate Documents, configure “Bulk Send” API for statements delivery.
3.16. Dropbox
• Feature/Setting: File request, scheduled upload of statements via Dropbox API.
3.17. OneDrive
• Feature/Setting: Scheduled batch file creation, auto-share links with donors using Graph API.
3.18. PDF Generator API
• Feature/Setting: Automate conversion of donor data to custom-branded statement PDFs.
3.19. Google Drive
• Feature/Setting: Scheduled export from Sheets to Drive, auto-generate PDFs, share with donor emails.
3.20. Slack
• Feature/Setting: Automated compliance alerts to finance/exec channel using Slack API (on completion or fail trigger).

Benefits

4.1. Reduces manual labor, eliminating errors in annual compliance statements.
4.2. Ensures timely, uniform compliance with tax and charity regulatory requirements.
4.3. Improves donor trust and satisfaction through consistent, professional acknowledgment.
4.4. Centralizes data for fast audit response and document retrieval.
4.5. Scales with donor volume and supports cross-department workflow integration.