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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.

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:

  1. Open the page
  2. Find the year you need
  3. 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:

  1. Go to /donor/documents
  2. Find the year
  3. 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
  • For tax purposes, you'll need a separate acknowledgment letter from the affiliate (sent manually for now)
  • 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 the affiliate hasn't sent the formal acknowledgment for a recent in-kind gift, contact them — they'll provide 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
  • 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.