Free nonprofit tool

Year-End Donor Statements

Map and validate a gift CSV, aggregate donors by year, and print annual activity summaries without uploading donor data.

CSV processing stays in this browser

Imported rows are parsed locally for this session. The tool does not upload, email, or write donor data to an account. Signed-in members may save only aggregate counts, never names, emails, gift rows, or statement text.

1. Load gift data

Choose a CSV or paste rows. The Hopewell example is preloaded for the demo.

Choose a CSV fileThe file is read locally

Organization name

Organization address Optional

EIN Optional

CSV contents

Required concepts: donor name, gift date in YYYY-MM-DD format, and gift amount. Email is recommended as the safer local grouping key.

2. Confirm column mapping

Automatic matches are shown below. Adjust any field before generating summaries.

Donor name

Email for grouping Optional

Gift date

Gift amount

3. Validate rows

Invalid rows are excluded from every total and printout.

Valid rows

Excluded rows

All parsed gift rows passed validation.

4. Generate donor statements

Review the aggregated totals before printing or exporting.

Donors

Gifts

Total

$825

Donor	Gifts	Total
Emily Carter	2	$500.00
Michael Thompson	2	$250.00
James Lee	1	$75.00

Hopewell Youth Alliance

Dear Emily Carter,

Thank you for supporting Hopewell Youth Alliance. This annual activity statement summarizes the contributions in our imported records for 2025.

Gift date	Amount
Feb 14, 2025	$250.00
May 12, 2025	$250.00
Total recorded	$500.00

This summary reflects the CSV data imported for this session. It does not replace original contemporaneous acknowledgments and does not determine tax deductibility. Please retain your original receipts and consult your advisor with questions.

With gratitude,

Hopewell Youth Alliance

Dear Michael Thompson,

Thank you for supporting Hopewell Youth Alliance. This annual activity statement summarizes the contributions in our imported records for 2025.

Gift date	Amount
Mar 5, 2025	$100.00
Sep 18, 2025	$150.00
Total recorded	$250.00

With gratitude,

Hopewell Youth Alliance

Dear James Lee,

Thank you for supporting Hopewell Youth Alliance. This annual activity statement summarizes the contributions in our imported records for 2025.

Gift date	Amount
Jan 22, 2025	$75.00
Total recorded	$75.00

With gratitude,

Hopewell Youth Alliance

1 valid row belongs to another year and is excluded from 2025 totals.

Six example gift rows are loaded locally.

What this workflow does

The importer maps columns, rejects invalid rows, flags exact repeats, groups valid gifts by donor identity and year, and creates one print-safe summary per donor. Review totals against your source system before sharing any statement.

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