Customize Your Tax Statement Cover Letter

Enhance your church's financial communications by customizing the tax statement cover letter for your donors. This guide helps you include essential information like "official receipt for income tax purposes" and country-specific requirements, ensuring compliance and personalizing your message. Show appreciation for contributions and highlight their impact with a tailored message, fostering stronger donor relationships. Access step-by-step instructions to effectively communicate gratitude and the significance of donations, reinforcing your church's connection with its supporters.

User Permissions needed to access Giving 
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.

How to Customize the Cover Letter for Tax Statements

Please Note: If you need to update your logo, we recommend you do this first.

For more information on how to update your view Updating your Logo and Brand Colors in Brand Settings article.

1. Login to your Tithely account.

2. Select Giving from the left-hand menu.

3. Select Tax Statements from the Giving menu.

   • If you are customizing the cover letter for a new batch of tax statements, select Generate Statements.

   • If you are customizing the cover letter for a previous batch of tax statements, select Regenerate Tax Statements underneath a Previous.

     
4. From here you can edit
   • Cover Letter Title

   • Cover Letter Description

   • Church Name

   • Church Tax ID

   • Church Address

   • Printed Name of Staff member

   • Position Held by Church Staff Member

   • Signature of Church Staff Member (Upload an image)
     Note: A signature must be created and saved as an image and then uploaded into Tithely.

     After choosing to Generate or Regenerate your statements, choose whether you want to use Household or Individual for the batch and then click Continue to Cover Letter Details.
     Note: The Tax Statement details card has a scroll function.

5. When you have updated your cover letter, select Generate Tax Statements.

❗ Disclaimer: Tithely cannot provide accounting advice.