Every donor's year-end tax letter, done in one sitting

Nowhere. The page reads your file and builds the PDFs inside your browser. There is no upload, no account and no database. The only thing our server ever sees is the payment confirmation from Stripe. You can check this yourself: load the page, turn off your internet connection, and it still makes your letters.

Your organization's name and EIN, each cash gift with its date and amount, a description of any non-cash gift (without a value, because the IRS says the donor sets that), and a statement about goods or services. If the donor got nothing in return, the letter says so. If they did, such as a gala dinner, it gives the description, your good-faith estimate of its value and the deductible amount. This follows IRS Publication 1771 and the IRS page on written acknowledgments.

One row per gift, with a heading row. You need a donor name, a date and an amount. Address, email, a non-cash description, and a benefit description and value are optional. Column names do not have to match ours: you pick which column is which. The sample file shows a layout that works.

No. Each donor gets one letter listing all their gifts for the year. The IRS allows a single annual statement to cover several contributions.

Twelve months of unlimited letters from the day you buy, so it covers January mailings, corrections, and late additions. It is a one-time charge and does not renew by itself. The pass is stored in the browser you paid from, so use the same browser each time. If you clear your browser data or change computers, email us with your Stripe receipt and we will restore it.

Not directly, because that would mean sending us your donor list. The ZIP download names each PDF after its donor so you can attach them from your own email, or use your mail-merge tool.

Western European accents (é, ñ, ü and similar) print correctly. Other alphabets, such as Chinese, Cyrillic, Greek or Arabic, are not supported in the PDFs yet. The review step warns you if your file contains characters that will not print.

No. It is a formatting tool that follows the published IRS rules for written acknowledgments. You are responsible for the accuracy of your records and letters. If you have unusual gifts, such as vehicles, stock or property worth more than $5,000, check with a tax professional.