UC Davis provides yearly cumulative receipts to monthly recurring donors who give via internal payroll deduct or who have specifically requested it (we code them as such).
For a couple of years, we provided an "annual summary of contributions" to our board of trustees and $1M+ cumulative donors, but it was super complicated - we had three sections - one was an actual legal cash contribution section, one was weird stuff like donor advised fund gifts and matching gifts, and one was a status of open pledges. It was frankly more trouble than it was worth and we stopped it maybe 3 years ago now over the objections of exactly zero donors.
Hope this helps!
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Jessica LaBorde
Assistant Vice Chancellor, Advancement Services
UC Davis
jslaborde@ucdavis.eduProud aasp Board Member since 2015
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Original Message:
Sent: 12-03-2019 12:14 PM
From: Dwight Dozier
Subject: Issuance of Tax Related Information related to Donations
Good morning,
I am writing to get an idea of how many institutions issue a cumulative end-of-year summary of donations for tax purposes versus not doing an end-of-year summary and only using the issuance of a printed statement on each gift receipt at the time of the gift, that the receipt will serve as use for tax purposes.
Thank you for your feedback.
Dwight
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Dwight D. Dozier
Chief Information Officer
Georgia Tech Foundation
Atlanta GA
404-3851518
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