Do you need help completing end-of-year tasks for the Development Manager (DM)? Use our checklist to help you complete the end-of-year process. 

1. Ensure you have entered all contributions in Development Manager, including any online giving contributions. 
2. Verify all batches are closed and not set as Open or In Review.  
   • How to close a batch
3. Consider auditing your data, such as your family mailing information and contribution data
   • Having trouble finding a contribution? See How to search for contributions in Development Manager
   • Is the contribution incorrect? See How to create a correction batch
   • Auditing your family mailing information: How to audit your family names and addresses using Donor reports
4. Ensure staff have correct fund permissions: How to update a staff member's fund permissions for more than one fund at a time
5. You can personalize your statements(US) or tax receipts(Canada) using report contents options: How to configure your contribution statements
   • Statements Tab:
     • Add or Edit the Body of the Statement:
       • How to create a body of statement to add to your donor statements
       • How to edit or view an existing 'body of statement'
     • To add or remove a signature image:  How to add or remove a signature image for your statements
     • Add your letterhead: How to add a graphic letterhead for use on your statements
     • You can add a printed name: How to add or edit a printed name for your statement
     • Choose the Mailing Name that displays: How to change the mailing name format on donor reports
     • If your organization is in the US, you can manage the IRS Disclaimer: How to manage the IRS disclaimer on donor statements
   • Column Selection and Ordering Tab:  
     • • Select which columns such as Contribution Date, Check Number, Fund Name, etc., and the order they appear: How to select and order information columns for your statements
6. The report filters allow you only to print statements(US) or tax receipts(Canada) with certain payment types, only non-tax deductible contributions, and more. See How to set statement filters
7. Generate your contribution statements (US) or tax receipts (Canada)
   • Contribution Statement (US): How to generate a Contribution Detail Statement Report
   • Tax Receipt (Canada): How to generate tax receipts

Updated December 04, 2024 21:52