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 2 formats PDF and MS Excel or 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
Annual Statement/Letter #2
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.
You will need Adobe Reader (the latest version is recommended) installed on your computer in order to save or open these forms.
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.
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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.
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Return to Annual Contribution Letters from the Annual IRS Statement.