Giving Statement & Tax Receipt Automation
A done-for-you church and ministry automation built for the Finance Administrator, connecting Mailchimp and Google Sheets so the work below happens on its own.
What this automation does, step by step
At year-end, or whenever requested, this automation automatically compiles each donor's full giving history into a properly formatted tax statement and sends it directly to them.
What's often a manual, error-prone spreadsheet process handled by one overworked volunteer every January becomes an automatic, accurate process that runs itself.
- Planning Center Giving or Pushpay
- Zapier or Make.com
- Mailchimp or email
- Google Sheets
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a finance administrator re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
Often built alongside this one
Giving Statement & Year-End Tax Receipt System
Throughout the year, first-time givers receive an automatic thank-you acknowledgment with a summary of how their gift is being used.
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