Accelerator · Donor Statements
Donor statements in minutes, not weeks.
Generate accurate year-end and on-demand giving statements straight from Salesforce, and send them automatically.
Photo: Donor Statements in useWhat it does
Year-end tax statements
Acknowledgment letters
Multiple templates for different audiences
Bulk or one-at-a-time creation
Email delivery
How it works
Templates
Choose or design your templates.
Recipients
Pick who receives statements.
Send
Generate and send.
Real work
Donor Statements in the field
Large disaster recovery and international relief organization
Donor stewardship and compliance
Thank-you gifts from several fulfillment vendors now follow each donor automatically, employer matches show correctly on receipts so that revenue isn't lost, and text-message opt-outs stay in step with Salesforce.
Faith-based and community organizations
Online giving, built in
One-time and recurring online giving connected to Salesforce, with automatic receipts and payment tracking.
Who it's for
Nonprofits and faith-based organizations of any size. The same tool creates quotes, letters, and statements for businesses.
Start with a free 1-day consultation.
A discovery call, a review of your Salesforce setup, and tailored recommendations, delivered at no cost to you.