Here are the four most important things that we look for on your contribution statements to make sure they are compliant with IRS guidelines.
1. Organization’s Name and Address
2. Donor’s Name (include the address if its available)
3. Contributions listed by date received. A summary by month, quarter or grand total for the year does not meet IRS guidelines.
4. A statement indicating that no goods or services were provided in exchange for monies received, or a similar statement.
Here are a few other optional things you can include:
It’s ok to include a scripture reference or thank you note. Some church database programs include an authorized signature line. I wouldn’t recommend the authorized signature, especially if you have a large congregation.
Here’s a link to a sample contribution statement.
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