Annual Contribution Letters and Statements, Pledge Form and More
Free Annual Contribution Letters, Annual IRS Contribution Statement, Automatic Withdrawal (ACH) Authorization Church Contributions Form, Pledge Agreement Form, Non-Cash Contribution Statement, Quid Pro Quo Charitable Gift Receipt, Return Check Letters (2), Sample Letter to Congregation Regarding Donations, Donation Form, Donation Receipts...for your Church Treasurer, Church Secretary...to download...
...customize and print for your church members at the end of each year for
their income tax purposes, etc.
The Church Treasurer or Secretary should always send
out contribution letters immediately or as soon as possible after the
first of each year (deadline is January 31st)
to their church members and contributors thanking them for their contributions throughout the previous year.
Your annual contribution or donation letter template (letter, receipt, etc.) must include:
- Church Name and Address- Include your Church name and address in the letterhead or somewhere in the top of the letter.
- Church Phone Number - Church Treasurer or the designated person in charge of tracking contributions phone number is preferred due to any questions the members might have regarding their contributions, etc.
- Church Member or Donor's Name and Address - Member's name and address is important for member and tax purposes.
- Donation Year/Date - Always include the date of the member's contributions/donations began and ended for the year.
- Donation Amount - If contribution letter is sent out annually, you need the total of contributions for the past year according to your donation beginning and ending dates.
- IRS Statement (included in these letter for tax purposes) - The IRS states you have to include this statement in your contribution letters - "You did not receive any goods or services in return for any of these contributions other than intangible religious benefits. You made these gifts out of your own generosity and commitment to Jesus Christ."
The Annual Itemized Contribution Statement and also called the "IRS Contribution Statement" is a form or report that lists each of the donor's contributions and it's mandatory to have if contribution is $250 or more according to the IRS Pub 1771.
If you are attaching one of these statements above with your contribution letter you can insert this statement below into your letter:
- "Attached [or “Here” if it is a short list… just list below your 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 annual contribution letters should include money contributions only, not NonCash contributions.
The NonCash Contribution Statement can be used for NonCash donations given to your church or organization.
The Quid Pro Quo Charitable Gift Receipt can be used for donations given to your church or organization where part of their donation is for goods or services
provided to the donor by the organization and/or charity and part just a donation.
Click Here for the free Donation Receipts.
The Donation Form can be used for raising or collecting monies for the programs or funds your church or organization is needing.
If your church members want to make pledges for future giving then your church office needs a Pledge Agreement Form. A Church Pledge Agreement is between the church member and the church.
It is a legal and binding agreement to pay the agreed amount on the
The Return Check Letters (2 Samples) are available to download and customize for free for your specific church or organization.
Click here for the Cash Receipts and In-Kind Donation forms.
Click here for Contribution Sample Policies.
Click here for the Gift Acceptance Policy.
Click here for the Automatic Withdrawal (ACH) Authorization Church Contributions Form.
Click here for the Shepherdbase (Church Membership Database). This affordable database will track church member's information (name, address, phone, date of birth, etc. with a directory), member's contributions, church attendance and much more. The contribution letter below is included with Shepherdbase and will easily merge the contribution totals into the letter at the end of each year along with the IRS Contribution Statements.
Sample Letter to the Congregation Regarding Donations that you can send out just before the first of year to remind everyone in your church about giving donations to certain funds, etc.
Click on the link(s) to download the Annual Contribution Letter(s) below:
Contributions Letter #1
Contributions Letter #2
Contributions Letter #2 in Spanish
Click the link below to translate these letters, forms, etc. from English to Spanish and more.
Haga clic en el enlace de abajo para traducir estas cartas, formularios, etc. del Inglés al Español y más.
Translate letters, forms, etc. from English to Spanish and more.
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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(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.
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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.
Please feel free to contact me if you have any questions.
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