Overview

This article walks you through everything you need to do to wrap up your year-end giving using your Ministry Brands Giving platform. You’ll learn how to send contribution statements, clean up donor profiles, express gratitude, and request donor feedback with ease.

Why Year-End Giving Matters

The end of the year is one of the busiest—and most generous—times for your donors. Preparing well means your supporters receive clear statements for tax season, your donor database stays clean, and your ministry finishes strong.

Before You Begin

• Required Access: Admin-level permissions on your Giving platform
• What You’ll Need:
  • Donor list
  • Giving statement templates
  • Access to reports (transaction, deposit, sync

 Steps

📥 Download the End of Year Checklist

Click below to access the visual checklist:

👉 Click Here to Download Your Checklist

1. Clean Up Donor Profiles

   • Merge any duplicate profiles so your statements are accurate.
   • 🔗 Merge Donor Profiles

2. Generate and Send Contribution Statements

   • Ensure each donor receives a tax-compliant giving statement.
   • 🔗 How to Send Statements

3. Download Year-to-Date Reports

   • Helpful for reconciliation and transparency:
     • Transaction Reports
     • Deposit Reports
     • Transaction Fee Reports

4. Express Gratitude to Your Donors

   • Send personalized thank-you notes or emails—or publicly acknowledge their generosity.
     
     💡 Pro Tip: You can send mass emails, texts, and voice messages with Ministry Brands’ Church Management System. Click here to learn more

5. Request Donor Feedback

•  Ask supporters what worked and how you can improve the giving experience.
  
  💡 Pro Tip: Use your platform’s form builder to create a quick donor survey.
•  

• IMPORTANT NOTES

• Contribution statements should be sent by January 31st to meet IRS requirements.
• Include your EIN and clear contact information on every statement.
• Always proof your statements before sending!

FAQ

Q: When do I need to send year-end giving statements?

A: Giving statements should be sent by January 31st to help your donors with tax filing.

Q: What if a donor’s email is incorrect or missing?

A: Update the donor’s profile or print a hard copy of the statement for mailing.

Q: Can I customize the thank-you message?

A: Yes! You can personalize the message included in each giving statement and follow up with a separate note of gratitude.

Q: If I use a church Management system(ChMS) that’s connected to my Giving platform, should I start there when sending statements?

A: Yes! If your giving is connected to a church system, make sure to start there when sending your Year‑End Giving Statements. That’s where you’ll want to do most of your edits, since it keeps everything synced and accurate.

If you need help sending Year‑End Giving Statements from your ChMS, click here for step‑by‑step instructions.

Updated December 10, 2025 13:56