Annual Contribution Statements
The Annual IRS Contribution Statements are available below to download, customize and print for your church administrative office...
Does the Internal Revenue Service (IRS) require these statements every year?
According to the IRS Pub 1771:
The donor is responsible for obtaining a written acknowledgment from a charity organization for any single donation of $250.00 or more before the donor can claim a charitable donation on his or her federal income tax return.
However, the IRS does require you as a charity organization to provide a written disclosure to a donor who receives goods or services in exchange for a single payment in excess of $75. You can click on the link above to access and download the complete IRS publication on this subject matter.
So it is up to your church policy if you send out these statements or if you make them readily available for anyone who requests one.
The itemized statement for your member's donations should include the following:
- Church Name or Logo (Church Address and Tax ID Number is optional but I did add it to the form below as many churches do include this on the statement.)
- Title of Report or Statement
- Donor's Name(s)
- Donor's Address
- Listing of Each Donation (Include Date of Donation, Description (Tithes, Offering...), Amount, Check Number (if applicable) and Fund (General, Missions, Building...) and more if you like.)
- Total Contributions for the Year
- Authorized Signature (Church Secretary, Church Treasurer, Pastor...)
This statement can be inserted into your letter for donations if you are attaching the statement:
- Attached [or “Here” if it is a short list… just list below you letter] is an itemized statement of your donations for [year], according to our records. If you have any concerns about the accuracy of this information, please let us know.
The deadline for issuing these receipts or statements to your donors is January 31st or at the very latest before they do their tax return. Your donation receipts or letters can be issued gift-by-gift, monthly, quarterly, annually or any other frequency just depends on what your church wants to do. However, always record this frequency in your church policy and procedure manual.
Shepherdbase has the Annual IRS Statements available with the click of a button and it's an affordable way for your church to track church member's information (name, address, phone...), contributions, attendance and much more!
Click here to get more information on how Shepherdbase can meet these needs and much more!
If you want this Annual Charitable Donation Statement (picture above) in MS Excel format that will automatically calculate the contribution totals, you will have to purchase the Church Forms CD which has all the forms...on FreeChurchForms.com in editable formats (MS Excel and/or MS Word).
Click here for more information on the affordable Church Forms CD!
Click on the link(s) below to download the statement(s)for your members or donors:Annual IRS Contribution Statement
You can get Adobe Reader free here (a new window will open so you can download it without leaving this page).
If you want to open the file in your browser window, just click on one of the links above. However, if you want to download the file to view later, then right-click on the link and choose "Save Target As" or "Save File As". Then select where you want to save the file on your hard drive.
If you would like to receive access to the FreeChurchForms.com Table of Contents that has all the free church forms, certificates, flyers, brochures, letters, games and more that are listed in alphabetical order by category with links leading to the page to immediately download just simply sign up for my free monthly newsletter below. You will also receive access to my free 14 Page eBook - "Top Ten Tips on How to Organize Your Office" as a Thank You Gift for signing up. Enjoy! :)
Note: These sample forms are meant to serve as example forms and should not be construed as legal documents. Please contact a legal professional for legal language for your specific organization.
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You might like these
Charitable Gift Receipt (Quid Pro Quo)
The Charitable Gift Receipt (Quid Pro Quo) is available free to download, customize and print for your church administrative office...
Pledge Form for Donations
Pledge Form available free to download and print for your organization's donors to fill out and donate to your special cause...Also, many more Free Church Financial Forms...
Donation Form
The Donation Form is available free to download, customize and print for your church or organization's office...
Return to Annual Contribution Letters from the Annual IRS Statement.
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