Giving Statement & Year-End Tax Receipt System
A done-for-you church and ministry automation built for the Church Administrator, connecting Mailchimp and Google Sheets so the work below happens on its own.
What this automation does, step by step
Throughout the year, first-time givers receive an automatic thank-you acknowledgment with a summary of how their gift is being used.
At year end, every donor automatically receives their complete annual giving statement as a PDF by email (formatted to meet IRS requirements for charitable contribution acknowledgment) with a personal note from the senior pastor.
Donors who gave their largest gift in the current year are flagged for a personal call from the executive pastor or development team before year end, turning a compliance requirement into a meaningful touchpoint that deepens the donor's relationship with the organization before they decide their next year's giving.
- ChMS with giving module (e.g., Planning Center Giving, Breeze, or Pushpay)
- Zapier or Make.com
- Mailchimp or email (giving statement and thank-you delivery)
- OpenAI API (personalized pastor note generation)
- Google Sheets (major donor flagging dashboard)
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
Done by hand, this depends entirely on a church administrator remembering to check in, update records, and follow up, with no safety net if something slips. It's the kind of work that quietly eats hours every week.
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
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