Annual Contribution Statement
The Annual IRS Contribution Statement is available 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 contribution 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 contributions 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 Contribution 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!
Click on the link to download the statement (original in MS Excel format for calculating purposes) for your members or donors below:
Annual IRS Contribution Statement
If you need to modify this form, try the site: Free PDF Services
. You can convert this Adobe file into a Word document free of charge
and make the necessary changes.
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Return to Annual Contribution Letters from the Annual IRS Statement.