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Donation Summary Statement Document Template

Summarizes all donations received over a period for nonprofits to report to donors.

Donation Summary Statement

This document provides a summary of donations received by the nonprofit organization from the donor over a defined time period. It is intended for record-keeping, tax reporting, and donor acknowledgment purposes.

Donor Information

Name: {fullName}
Email: {email}
Phone: {phone}
Address: {address}

Summary Period

Start Date: {startDate}
End Date: {endDate}

Donation Overview

Total Donations: {totalAmount} {currency}

Total Number of Donations: {donationCount}

Detailed Donations

Date Amount Method Purpose Receipt No.
{#donations}{date}{amount} {currency}{method}{purpose}{receiptNumber}{/donations}

Donation Types

{#donationTypes}

  • {type}: {description}

{/donationTypes}

{#$ recurringDonations.length}

Recurring Donations

Thank you for your recurring donations. The following donations were received as part of your recurring plan:

Start Date Frequency Amount Next Scheduled Payment
{#recurringDonations}{startDate}{frequency}{amount} {currency}{nextPaymentDate}{/recurringDonations}

{/}

Acknowledgment

On behalf of {organizationName}, we would like to express our deepest gratitude for your generous contributions. Your support plays a vital role in helping us achieve our mission.

No goods or services were provided in return for these contributions unless otherwise noted above. This document serves as a formal acknowledgment for tax purposes.

Authorized Signature: ____________________________

Date: {issueDate}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Populate templates with your data and generate Word (DOCX) or PDF documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Donation Summary Statement Using Forms

collect donor information to generate donation summary statement online
create donation summary statements using a web form for nonprofits
share form with nonprofit staff to produce donor donation summaries
enable donors to input personal details for auto-generating donation summaries
embed donation summary request form on nonprofit website

Generate Donation Summary Statement Using APIs

generate donation summary statements from CRM system via API
auto-create yearly donation summaries from donation platform using API
trigger donation statement generation from fundraising tools via API
bulk generate donor summary statements from backend using API
automatically email donation summaries to donors via API call

Integrations / Automations

automatically generate donation summary from Google Sheets with Zapier
create donor summary PDFs using Make and Airtable
send donation reports from Salesforce using document generation automation
automate donation summary creation via QuickBooks and Zapier
generate and email donation statements triggered by Stripe donations via Make

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