Automated donation receipts and year-end statements

Purpose

1.1. Automate distribution of donation receipts and annual giving statements to congregants, ensuring compliance, increasing transparency, reducing manual processing, and enhancing donor engagement by delivering timely documentation for personal and tax purposes.
1.2. Provide categorized receipt templates, automatically fill in donor, amount, and date data, summarize yearly contributions, and support multi-channel delivery (email, SMS, print, portal).

Trigger Conditions

2.1. New donation recorded in financial system or donor management platform.
2.2. Recurring scheduled batch for year-end consolidated statements.
2.3. Manual trigger by finance/admin staff for ad-hoc re-issuance.
2.4. Update to donor profile or correction of previous donation record.

Platform Variants

3.1. QuickBooks Online
• API: Create SalesReceipt, Invoice; webhook for new payment event.
3.2. Salesforce Nonprofit Success Pack
• Feature: Outbound Messaging via Process Builder/Flows; API call for Opportunity (Donation) record update.
3.3. Mailchimp
• API: POST /messages/send for direct email receipt; custom template merge tags.
3.4. Twilio SendGrid
• API: POST /mail/send for batch or real-time receipts; attach PDF.
3.5. Microsoft Power Automate
• Trigger: “When an item is created/modified” in SharePoint; action: SendEmailV2, generate document.
3.6. Google Sheets
• API: On row append (new donation), use Apps Script to trigger email.
3.7. Stripe
• Webhook: payment_intent.succeeded; send receipt via EmailReceipt API.
3.8. Planning Center Giving
• API: POST /donations and trigger receipt email template; GET for year summary.
3.9. Zoho Books
• API: createReceipt, emailReceipt, scheduleYearEndReport to donor.
3.10. Xero
• API: Create receipt via POST /Receipts; email via EmailReceipts endpoint.
3.11. Elvanto
• API: Add Giving Transaction; trigger receipt email with merge fields.
3.12. OneChurch Software
• API: POST /donations; automations for receipt email and year-end statement.
3.13. Blackbaud Raiser's Edge NXT
• Feature: Workflow triggers; EmailReceipts API.
3.14. Donorbox
• API: donation.created webhook; use preset thank-you/receipt templates.
3.15. Tithe.ly
• API: Transaction webhook; trigger receipt email; GET /reports/yearly.
3.16. Realm by ACS
• Feature: Custom workflows for receipt emails; generate Giving Statements bulk PDF.
3.17. Pushpay
• Webhook: New transaction; automated receipt and annual summary.
3.18. Givelify
• Event: New donation; receipt sent via API or platform automation.
3.19. DocuSign
• API: Create and send certified PDF receipt; trigger via donation event.
3.20. Formstack Documents
• Feature: Generate receipt as PDF and email upon form/donation submission.
3.21. Zapier
• Integration: Connect donation capture (Stripe/PayPal/DB) to Gmail or Mailgun for automated receipt/email.
3.22. Jotform
• Trigger: Submission event; auto-send donation receipt PDF with values.

Benefits

4.1. Increases administrative productivity, reducing manual workload.
4.2. Ensures donors promptly receive IRS-compliant documentation.
4.3. Reduces errors in financial reporting and donor records.
4.4. Improves donor trust and satisfaction with timely, accurate receipts.
4.5. Enables multi-channel, scalable, and trackable communication for all donation types.