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If so, you can use Little Green Light’s Annual Statements functionality to generate simple annual statements. And, we’ve created a free guide to show you how to use LGL’s Annual Statements to do so. If you don’t currently send annual statements, this guide can help you decide if it’s something your organization would like to start doing.
Also known as year-end tax statements, annual statements are typically sent in January. They provide your donors with a single document that includes all the information they, or their tax preparer, will need for filing taxes related to tax-deductible gifts made to your organization.
It’s a nice way to provide your donors with a simple, convenient resource so they don’t have to hunt for each individual acknowledgment letter you sent throughout the previous calendar year. (Note that there is no requirement to send annual statements every year in January. By sending acknowledgments throughout the year, your organization has already fulfilled its IRS obligation to provide timely documentation for charitable gifts of $250 or more.)
Learn how to use this feature by downloading our free guide and/or joining one of our free annual statements trainings being held this month.
To learn how you can use LGL’s Annual Statements functionality to generate simple annual statements for your donors, request a free copy of this guide below:
We also are offering a special live training webinar on using LGL’s Annual Statements feature.
The same training session will be offered three times throughout January, and will consist of a live demonstration in Little Green Light along with a Q&A period, facilitated by an LGL expert.
Webinar dates:
Wednesday, January 8 at 2-3 pm ET
Wednesday, January 15 at 2-3 pm ET
Wednesday, January 22 at 2-3 pm ET
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