View Your Giving History and Tax Documents
Goal: Find all your past gifts in one place, download receipts when you need them, and pull the year-end tax statement for filing — without emailing the affiliate.
Where to start
Two pages on the donor side:
/donor/history— every gift you've made, with dates, amounts, designations, and downloadable receipts/donor/documents— tax documents, including year-end annual statements
Together they cover almost everything tax-related.
Giving history
/donor/history shows:
- Every donation, with date, amount, fund / campaign / project
- Payment method used
- Receipt number
- A download link for each receipt PDF
Filter by:
- Year
- Fund
- Type (one-time, recurring, in-kind)
For year-end tax filing, filter to the relevant calendar year, then export the list to CSV if your tax preparer wants a spreadsheet.
Downloading individual receipts
Each gift has a downloadable receipt:
- Click the gift in your history
- Click Download Receipt
The PDF includes the affiliate's information, your name and address, the gift details, and required IRS language. Save it for your records.
What appears under Tax Documents
/donor/documents lists every tax document issued to you for the year you pick,
each labelled for what it is:
| Label | What it covers |
|---|---|
| Donation Receipt | A cash gift |
| Sponsorship Receipt | A sponsorship payment |
| Event Registration Receipt | Tickets or a table at a fundraising event |
| Annual Giving Statement | The consolidated year-end summary |
Sponsorship and event receipts are labelled separately for a reason. They are quid pro quo contributions — you received something in return, so only the amount above the fair market value of what you received is deductible. The receipt states that value and the deductible portion; the document does the arithmetic for you.
If you paid as a company rather than personally, the receipt belongs to the organization and will not appear under your individual login. Ask the affiliate for a copy.
Year-end annual statement
Each January, the affiliate sends an annual statement covering the prior year's giving. It consolidates all of your gifts into one document for tax filing.
You can also download it yourself from /donor/documents:
- Open the page
- Find the year you need
- Click Download
If the affiliate hasn't yet generated the statement (typically by mid-January), you'll see a "coming soon" indicator. Wait a week and check back.
Multi-year archives
Past statements remain available indefinitely. If you need a tax document from three years ago for an audit or amended return:
- Go to
/donor/documents - Find the year
- Download
What if a receipt is wrong
If a gift on your history is incorrect (wrong amount, wrong date, you didn't make it):
- Contact the affiliate's development office
- They'll investigate — most often it's a data-entry error that can be corrected, sometimes a duplicate that needs to be voided
In-kind gifts
In-kind gifts (donated items, vehicles, services) appear on your history with a description but no dollar value. The IRS requires donors of non-cash gifts to value them — your affiliate can't do that for you.
For in-kind gifts:
- The history shows the description and date
- The affiliate issues a separate acknowledgment letter describing the item, which they can email you on request
- For gifts you value at $500+, you'll need to file IRS Form 8283
- For gifts you value at $5,000+, you'll need a qualified appraisal
If you haven't received the acknowledgment for a recent in-kind gift, contact the affiliate — they can resend it.
Tribute gifts
Gifts you made in honor or memory of someone show on your history with the tribute info noted. These are deductible to you (the donor) just like any other gift — the tribute aspect doesn't change deductibility.
Anonymous gifts
If you marked a gift anonymous, it's still on your history (you need it for tax purposes) but doesn't appear on public donor lists or honor rolls.
Sponsorship payments and pledges
If you've made a sponsorship commitment or a pledge:
- Sponsorship payments appear on your history, and their receipts under Tax Documents as Sponsorship Receipt
- Pledge payments appear on your history with a note linking to the pledge
- Each generates its own receipt
For your full sponsorship picture, also see /my-sponsorships. For pledges, see /my-pledges.
Updating your contact info
The address on your receipts comes from your donor profile. Keep it current at /donor/profile so receipts arrive correctly addressed.