Use Cases / Tax Receipts
Receipts, handled
Log every gift and send compliant tax receipts automatically, so donors get their acknowledgment and year-end statements are not a manual project.
A prompt, correct tax receipt is both a legal courtesy and a retention tool. DatoVero logs each gift and issues the acknowledgment automatically, then keeps the giving history that makes year-end statements a few clicks.
Receipt every gift automatically
Record one-time and recurring donations and send a tax receipt without lifting a finger, so donors are acknowledged the moment they give.
- One-time and recurring gift logging
- Automatic tax receipts
- Full giving history (Donors Starter)
Make year-end simple
Because every gift is stored with its donor, annual giving statements come from the history you already have, not a spreadsheet you rebuild each January.
- Per-donor giving history
- CSV export for statements (Donors Starter)
Turn receipts into retention
On the Growth tier, retention reports and segments help you follow a receipt with the right next message, so an acknowledged donor becomes a repeat one.
- LYBUNT / SYBUNT reports
- Donor segments and campaigns (Donors Growth)
What powers this
Donors & Donations
Full donor CRM. Profiles, donation logging, tax receipts, LYBUNT/SYBUNT analytics, and RFM scoring.
Starter $18/mo · Growth $32/mo · Power $46/mo
Questions
Are the receipts compliant acknowledgments?
Receipts include the gift details donors need for their records. You control your organization name and acknowledgment language.
Can I produce year-end giving statements?
Yes. Full giving history is stored per donor from the Starter tier, and CSV export makes annual statements straightforward.
How much does this cost?
Gift logging and automatic tax receipts are in the Donors Starter tier at $18/mo on top of your base plan.
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