Short answer
Year-End Statement Run groups each donor's gifts for a calendar year and creates one downloadable report bundle.
The problem
Year-end donor statements can turn into a spreadsheet job.
Staff pull gifts from the CRM. They check event tickets or meals. They make sure each donor gets the right total. Then someone notes that GrantPipe prepared the statement.
GrantPipe keeps that work next to the donation record.
How GrantPipe solves it
Year-End Statement Run creates one statement bundle. It covers one calendar year.
GrantPipe groups saved donations by donor. It totals the gifts. It subtracts any goods or services value. Then it creates a report bundle.
It also writes a donor log entry for each donor in the run. Staff can open the donor record later. They can see that GrantPipe prepared the statement.
What the statement includes
Each donor section shows the donor name and giving year. It also shows gift total, goods or services value, and potential deductible amount.
The deductible amount comes from the donation records in GrantPipe. It is the gift amount minus the goods or services value. GrantPipe does not give tax advice.
If a gift included a dinner ticket, staff can record that value. The same is true for a meal or event item. Staff can also add a short description.
Why the donation record matters
The statement run uses the data your team saved.
Each donation keeps the amount, date, donor, fund, payment method, and notes. The new goods or services fields stay on that same record. Staff do not need a side list for event benefits or dinner values.
That matters when finance and fundraisers review the year together. Finance can check the gift amounts. Fundraisers can check the donor record. Both teams work from the same saved gift history.
If a value is missing, staff can edit the gift first. If a donor asks a question later, staff can open the donor timeline. They can see that GrantPipe used saved records.
How staff use it
Open Reports and choose the statement year. GrantPipe uses Jan 1 to Dec 31 for that calendar year.
Click Generate year-end statements. GrantPipe creates the report bundle. It opens like other reports.
The run marks included donations as receipt sent. It also logs statement prep on the donor timeline.
What gets tracked
GrantPipe saves the statement run as a report. Staff can open the report page, preview it, and download the file.
GrantPipe also updates each included donation. Staff can see that a receipt or statement run covered it. That helps reduce duplicate work after year end.
The donor log gets one entry per donor. The log notes the year. It also notes the potential deductible total from the run. It does not say the donor received the statement by email or mail.
This helps with follow-up. If a donor calls in February, staff can check the year-end statement. They can also see which gifts were in the report bundle.
What teams should review
Staff should review donor names and addresses. They should check gift dates, gift amounts, and goods or services values. Do this before sending statements outside GrantPipe.
GrantPipe can calculate from the records in the app. It cannot know whether a record is missing. It cannot judge whether your statement language meets local rules. It also cannot know whether a donor needs special handling. Your team still owns that review.
The feature reduces spreadsheet work. It keeps the trail in one place. It does not remove the need for careful donor data.
What it does not do
This release does not email or mail statements.
It does not create IRS forms. It does not replace legal or tax review. Your team should review statement language and donor data before sending statements.
Where it fits
Use Year-End Statement Run with Donor Email Mail-Merge. It also fits with Donor Retention Reporting.
The statement run prepares the record. Donor email helps staff follow up. Use it when staff need to send selected donor messages from GrantPipe.
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Q&A
What is Year-End Statement Run?
It is a report run that groups each donor's gifts for one calendar year and creates a statement bundle.
Q&A
Why track goods or services value?
Some gifts include a meal, ticket, or event item. GrantPipe records that value so the statement can show the gift total and the value received.
Q&A
Who should use it?
Development and finance staff can use it when they need annual donor statements from saved donation records.
Frequently asked