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The Who, What, and When of Tax Summary Letters

The Who, What, and When of Tax Summary Letters

What is an End of Year letter? Usually it is one of two things:

a letter which contains a summary of all donations that a donor has made to your organization in the past year. This is sent in January, to help donors with their appeal letter which is sent in November and December to solicit donations.

This article will go more in depth about tax summary letters. You might be surprised at the return you get from this simple and helpful correspondence.

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