End-of-year giving statements

Purpose

1. Automate the generation and distribution of year-end giving statements for donors, ensuring tax compliance, transparency, record integrity, and donor engagement.

2. Reduce manual workload on finance/admin staff and eliminate errors in issuing receipts recognized by authorities.

3. Deliver statements via multiple channels (email, SMS, print/mail) with donor-specific giving summaries, tailored content, and audit logs.

Trigger Conditions

1. Calendar-based: On a fixed annual date (e.g., January 5th) post fiscal year end.

2. New donation entries finalized and reconciled for prior year.

3. Admin approval or lock of yearly donation records.

4. On-demand (ad hoc) for individual donor requests.

Platform Variants

1. Mailchimp

• Feature: Campaign API — Automate donor email creation and send.
  
• Sample: Trigger transactional campaign with merge fields for giving totals.
  

2. Google Sheets

• Feature: Sheets API — Aggregate donations, run formulas, export PDF.
  
• Sample: Auto-fill template, save statement PDF to Drive.
  

3. Stripe

• Feature: Reporting API — Download donor transaction export for statement merge.
  
• Sample: Scheduled report export for Alliance donor account tags.
  

4. QuickBooks Online

• Feature: Reports Endpoint — Automate year-end donor receipt summary export.
  
• Sample: Build and schedule "Donor Contribution" report.
  

5. Salesforce Nonprofit Cloud

• Feature: Nonprofit Success Pack — Generate Household Giving statements via Flow.
  
• Sample: Launch flow for "Annual Giving Statement" record.
  

6. Microsoft Power Automate

• Feature: Scheduled Flows — Trigger end-of-year statement process across Office 365.
  
• Sample: Compose email from Excel Online donor sheet.
  

7. Twilio

• Feature: Programmable Messaging — Send SMS notification when new statement is available.
  
• Sample: "Your year-end donation statement for 2023 is ready."
  

8. SendGrid

• Feature: Dynamic Templates API — Render and dispatch personalized donor statements.
  
• Sample: Use dynamic sections for donor details and attach PDF.
  

9. DocuSign

• Feature: Envelope Generation — Send year-end statement for e-signature or receipt.
  
• Sample: Attach annual giving summary and request digital acknowledgment.
  

10. Zapier

• Feature: Multi-step Zap — Chain donation data, template fill, and email/send action.
  
• Sample: Trigger on database record; generate PDF; email to donor.
  

11. Xero

• Feature: Reports API — Deliver year-end donation statements to donor emails.
  
• Sample: Schedule "Receipts by Donor" report.
  

12. Blackbaud Raiser's Edge

• Feature: Export/Correspondence — Batch-generate annual statements for each constituent.
  
• Sample: Auto-email PDF statements with personalized content.
  

13. HubSpot

• Feature: Workflows — Set up annual statement campaign for financial supporters.
  
• Sample: Automated sequence delivering attached annual summary.
  

14. Dropbox

• Feature: Dropbox API — Upload generated statements to donor folder, share links.
  
• Sample: Generate PDF, place in donor-specific folders.
  

15. AWS SES

• Feature: SendEmail API — Direct delivery of PDF year-end statements with audit trail.
  
• Sample: Mail merged attachment with SES template.
  

16. Google Drive

• Feature: Drive API — Save batch of statements as PDFs, share with Admin or donors.
  
• Sample: Folder for each donor, auto-upload statements.
  

17. Microsoft Outlook

• Feature: Graph API — Draft and send year-end statement emails with inline data.
  
• Sample: Merge statement details per contact in church directory.
  

18. CiviCRM

• Feature: Receipts Module — Auto-generate and email annual giving statements.
  
• Sample: Batch merge receipts for the past year.
  

19. WooCommerce

• Feature: REST API — Export donation data for statement preparation.
  
• Sample: Integrate with mail plugins to deliver receipts.
  

20. PDF Generator API

• Feature: Template Automation — Generate customized PDF statements from data payload.
  
• Sample: Upload template, inject donor/year, return PDF for sendout.
  

21. Pabbly Connect

• Feature: Multi-app connect — Connect donation database, email, and PDF tools.
  
• Sample: Trigger from donor record; auto-send statement.
  

22. Slack

• Feature: Incoming Webhooks — Notify staff when annual statements are sent.
  
• Sample: "Year-end giving statements for all donors have been dispatched."
  

Benefits

1. Removes manual effort and eliminates risk of omission or error.

2. Ensures donors receive timely, compliant receipts through preferred channel.

3. Centralizes audit trails and historical giving documentation.

4. Improves donor trust, satisfaction, and future engagement.

5. Frees staff for ministry, not paperwork.