Fundraising software for Macintosh and Windows
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Fundraising software for Macintosh and Windows |
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Year-end reporting in FUNDimensions enables you to quickly send letters to each donor who made gifts, both thanking them and providing a record of their tax deductibles. Donors can see their donation, pledge and memberships contributions both separately and in aggregate, quickly complete their income tax forms with accurate information, and preserve concise records to meet record-keeping requirements, without the need to gather or retain separate receipts for each gift.
Unlike some competing software, this report correctly report pledges that are not yet fully paid, or that have negative tax-deductible amounts because of partial payments and non-deductible compensation. Instances of this are displayed in the example below.
In addition to the usual January mailing, you can also use this report to send these letters in December, especially to donors who may have large tax liabilities, to remind them and provide information they need to evaluate whether a last-minute gift to your organization can benefit both of you by reducing their taxes by more than the amount of the gift.
The report output is in the form of a text file that can be opened as a spreadsheet for your own year-end reporting needs, as well as being used to generate attractive, professional and completely personalized mail merge letters.
The example below is a sample year-end report, displayed as a table similar to what you'd see if you opened the report as a spreadsheet. To create letters, you use the report in a mail merge.
This example was generated directly from the demo software by doing Output menu > Advanced Reports and choosing Year-End Letter-Last Year from the Exports theme. Per instructions in the User Manual, a search was performed before creating the report to eliminate donors who had not made any gifts in the prior year. (You can also use a version of that search to generate a different letter or email to donors who did not make a gift in the last year.) To download the sample file displayed below to your computer, click here (38 Kb, Excel document).
The template used to create this report may be edited in the Report Editor to add or exclude columns per your needs. For example, you can delete membership columns if your organization does not offer them, or add a column for their total giving to date.
Scroll sideways to see all columns.
| Donor ID Number | Label Salutation | Label Salutation2 | Address | Address_2 | City | State | Zip | Letter Salutation | List of donations & their deductible amounts | Total Donations | Total Deductible Donations | List of memberships & their deductible amounts | Total Memberships | Total Deductible Memberships | List of pledge payments & their deductible amount | Total Pledge Payments | Total Deductible Pledge Payments | Total of All Gifts | Total Deductible Gifts |
| 79 | EasyLink Trailers | Corporate Donations Office | POB 4857 | Halipin | MO | Sirs and Madames | Donation (ID 19) on 3/25/08 of $200.00, tax deductible in the amount of $200.00 | $200.00 | $200.00 | $0.00 | $0.00 | $0.00 | $0.00 | $200.00 | $200.00 | ||||
| 1245 | Ms. Ida Carmody | Drovers, Inc. | 35 Brettman St. | Hanover | CT | 623 | Ms. Carmody | Donation (ID 190) on 5/17/08 of $100.00, tax deductible in the amount of $67.05 | $100.00 | $67.05 | $0.00 | $0.00 | Pledge (ID 134) on 4/29/08 of $150.00, 0 payments tax deductible in the total amount of $0.00 | $0.00 | $0.00 | $100.00 | $67.05 | ||
| 562 | Mr. Stanton | Civil War Museum | 6192A Farnsworth Ave. | Pep | NM | 901 | Mr. Stanton | $0.00 | $0.00 | Membership (ID 23) on 8/23/08 of $35.00, tax deductible in the amount of $35.00 | $35.00 | $35.00 | $0.00 | $0.00 | $35.00 | $35.00 | |||
| 570 | Mr. Roger Lamb | Lands End Venture Capital Ltd. | 9001 Welshire | Yilips | NY | 9217 | Mr. Lamb | Donation (ID 64) on 11/12/08 of $250.00, tax deductible in the amount of $250.00 | $250.00 | $250.00 | $0.00 | $0.00 | Pledge (ID 123) on 4/13/07 of $100.00, 0 payments tax deductible in the total amount of $0.00 | $0.00 | $0.00 | $250.00 | $250.00 | ||
| 240 | Ms. Joan Madoux | Custom Removals & Repossesion | 2 Lombard Lane | New York | NY | 10018-9764 | Ms. Madoux | $0.00 | $0.00 | $0.00 | $0.00 | Pledge (ID 82) on 11/26/08 of $200.00, 0 payments tax deductible in the total amount of $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||
| 31 | Mr. Randle P. MacMurphy | Grainger | 86 2ndAvenue | Hanston | GA | 23232-9898 | Mr. MacMurphy | Donation (ID 6) on 5/19/08 of $117.00, tax deductible in the amount of $112.00 | $117.00 | $112.00 | $0.00 | $0.00 | Pledge (ID 5) on 2/12/07 of $200.00, 0 payments tax deductible in the total amount of $0.00: Pledge (ID 24) on 12/5/07 of $200.00, 0 payments tax deductible in the total amount of $0.00 | $0.00 | $0.00 | $117.00 | $112.00 | ||
| 233 | Mr. and Mrs. Kyle Laughlin | Yep Sunset Skydives, Inc. | 2 Gill Ave. | Two Peaks | GA | 26666-2222 | Mr. and Mrs. Laughlin | $0.00 | $0.00 | Membership (ID 28) on 3/15/08 of $35.00, tax deductible in the amount of $35.00 | $35.00 | $35.00 | Pledge (ID 84) on 6/21/08 of $100.00, 0 payments tax deductible in the total amount of $0.00 | $0.00 | $0.00 | $35.00 | $35.00 | ||
| 554 | Mr. J.B Cotterell, President | Cotterell Drug Co. | 16920 State St. | South Holland | IL | 46384-6774 | Mr. Cotterell | $0.00 | $0.00 | $0.00 | $0.00 | Pledge (ID 73) on 3/2/08 of $200.00, 0 payments tax deductible in the total amount of $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||
| 1262 | Mr. Boake Tackman | Boake Tackman Land Reclamation Co. | 452 Salt Marsh Rd. | Randall | SC | 55382 | Mr. Tackman | $0.00 | $0.00 | Membership (ID 40) on 12/11/08 of $35.00, tax deductible in the amount of $35.00 | $35.00 | $35.00 | $0.00 | $0.00 | $35.00 | $35.00 | |||
| 52 | CNS Network | Jabberwock Apartments #90 | Yappydog Hollow | WA | 56743-3645 | Donation (ID 51) on 9/19/08 of $100.00, tax deductible in the amount of $100.00 | $100.00 | $100.00 | $0.00 | $0.00 | Pledge (ID 22) on 9/28/04 of $1,500.00, 0 payments tax deductible in the total amount of $0.00 | $0.00 | $0.00 | $100.00 | $100.00 | ||||
| 66 | Dialcom Telecommunications | 57657 Leone Blvd. | Fortress | AL | 66780-2765 | Sir/Madame | Donation (ID 25) on 12/29/08 of $1,000.00, tax deductible in the amount of $1,000.00 | $1,000.00 | $1,000.00 | Membership (ID 24) on 9/22/08 of $35.00, tax deductible in the amount of $35.00 | $35.00 | $35.00 | $0.00 | $0.00 | $1,035.00 | $1,035.00 | |||
| 1247 | Louis Cyphre | Talent Investments Associates | 23 180th St. | Suite 3 | New York | NY | 76612 | Mr. Cyphre | $0.00 | $0.00 | $0.00 | $0.00 | Pledge (ID 136) on 1/20/08 of $250.00, 0 payments tax deductible in the total amount of $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||
| 1237 | Dr. James B. Ruston | 90032 Pacific Coast Highway | Los Angeles | CA | 76632-3651 | Dr. Ruston | $0.00 | $0.00 | $0.00 | $0.00 | Pledge (ID 130) on 10/17/08 of $150.00, 0 payments tax deductible in the total amount of $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||
| 1242 | Ms. Doris Ruston | 90032 Pacific Coast Highway | Los Angeles | CA | 76632-3651 | Ms. Ruston | $0.00 | $0.00 | Membership (ID 37) on 3/7/08 of $100.00, tax deductible in the amount of $96.05 | $100.00 | $96.05 | $0.00 | $0.00 | $100.00 | $96.05 | ||||
| 1248 | Mr. Harold Angel | Angel Investigations | 890 191st Street. | 7th Floor | New York | NY | 77621 | Mr. Angel | $0.00 | $0.00 | Membership (ID 39) on 3/1/08 of $50.00, tax deductible in the amount of $37.05 | $50.00 | $37.05 | $0.00 | $0.00 | $50.00 | $37.05 | ||
| 1221 | Mr. Z. T. Williams | SS Magsen | P.O. Box 443 | Fort Sumnter | SC | 81112 | Mr. Williams | $0.00 | $0.00 | Membership (ID 33) on 2/25/08 of $100.00, tax deductible in the amount of $95.00 | $100.00 | $95.00 | $0.00 | $0.00 | $100.00 | $95.00 | |||
| 46 | 1st National Bank | Ralkaps Ave. | Falcrest | TX | 83746 | Sir/Madame | Donation (ID 32) on 6/5/08 of $500.00, tax deductible in the amount of $500.00 | $500.00 | $500.00 | Membership (ID 22) on 8/23/08 of $100.00, tax deductible in the amount of $95.00: Membership (ID 18) on 8/23/08 of $35.00, tax deductible in the amount of $35.00: Membership (ID 2) on 9/14/08 of $50.00, tax deductible in the amount of $50.00: Membership (ID 1) on 12/18/08 of $51.00, tax deductible in the amount of $51.00 | $236.00 | $231.00 | Pledge (ID 23) on 6/11/08 of $5,000.00, 0 payments tax deductible in the total amount of $0.00 | $0.00 | $0.00 | $736.00 | $731.00 | ||
| 232 | Det. Harry Callahan | San Francisco Police Department | 357 Wesson Ave. | 3rd Floor | San Francisco | CA | 98565-7639 | Det. Callahan | $0.00 | $0.00 | Membership (ID 7) on 12/19/08 of $50.00, tax deductible in the amount of $50.00 | $50.00 | $50.00 | Pledge (ID 74) on 4/19/07 of $100.00, 0 payments tax deductible in the total amount of $0.00 | $0.00 | $0.00 | $50.00 | $50.00 | |
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