We're excited to announce a significant update to the Overflow giving platform - the launch of our On-Demand Giving Statements feature! This new addition is all about simplifying your statements process, making it more efficient, seamless and IRS-compliant.
- On-Demand Generation: No more waiting for annual reports. Now, generate giving statements whenever you need them - whether it be for tax season, quarterly stewardship, or anything in between.
- Full IRS Compliance: Rest assured, all statements are fully compliant with IRS substantiation requirements, adding reliability to your donor reporting.
- Expanded Asset Reporting: We’ve included new categories like virtual terminal and manual gift entry, offering a comprehensive view of all contributions.
- Enhanced Control: Regenerate batches of statements directly from your dashboard, with a 'last updated' feature to track your latest reports.
- Customization Options: Personalize statement titles and date ranges to fit your organization's needs. Plus, you have the flexibility to email these statements directly from our platform or download them for manual distribution.
Why This Matters
Donation reporting can be time-consuming and complex. With Giving Statements, we're easing this burden, ensuring you have more time to focus on what really matters - your mission and community.
For more details on how to use this new feature, check out our Help Center article.
Stay tuned for more updates as we continue to enhance Overflow to better serve your needs.