Kick off Stewardship with a Tax Letter — Fridays 4 Fundraising

Episode Summary

Summary

In this episode of Fridays 4 Fundraising, Kelly emphasizes the importance of sending tax letters to donors as a way to enhance donor appreciation and loyalty. She discusses the key elements of crafting effective tax letters, including the timing, content, and legal language to use. Additionally, she highlights the need for a solid fundraising infrastructure to support organizations in their fundraising efforts.

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Takeaways

Sending tax letters is a best practice for donor relations.
Send letters when donors receive other tax documents.
Include a summary of accomplishments in the tax letter.
Use clear language about tax deductibility to avoid legal issues.
Creating tax letters should be a straightforward process
Regular communication fosters a sense of partnership with donors.

Chapters

00:00 The Importance of Tax Letters for Donors

03:37 Crafting Effective Tax Letters

05:16 Building Sustainable Fundraising Strategies

Keywords

tax letters, donor appreciation, fundraising, nonprofit, donor loyalty, charitable deductions, communication, impact letters, fundraising infrastructure, donor relations