How to Send Donor Receipts by SMS in Txt2Give
Managing year-end donation receipts doesn’t have to be complicated. With Txt2Give, you can generate and send donor receipts instantly via SMS — either to all donors at once or to selected individuals — with a customizable message and flexible tax-year selection.
This guide walks church admins, nonprofits, and educational institutions through how to send tax donation receipts by text in just a few steps.
What Is a Donor Receipt?
A donor receipt (also called a giving statement or donation receipt) is a summary of all contributions a donor made during a selected year.
Organizations typically send donor receipts:
At year-end for tax filing purposes
When a donor requests their giving history
To provide official tax documentation
As part of annual reporting and stewardship
With Txt2Give, you can send year-end donation receipts directly to donors via SMS — quickly and securely.
Why Use Txt2Give to Send Donor Receipts?
Txt2Give gives you full control over how and when donation receipts are shared.
+ Send to All Donors at Once
Select everyone with one click and send bulk year-end donation receipts instantly.
+ Send to Specific Donors Only
Need to send a tax receipt to just one donor? Use individual selection.
+ Customize Your Message
Add a thank-you note, tax-year reference, or additional instructions.
+ Choose the Donation Year
Select which tax year’s donation receipts to send — current or previous years.
+ Send When You’re Ready
Distribute receipts before tax deadlines or anytime upon donor request.
Step-by-Step: Sending Donor Receipts
Step 1: Log in to Your Admin Dashboard
Sign in to your Txt2Give admin account.
Navigate to Reporting.
Click on Donors.
You’ll now see your full donor list.
Step 2: Select Who Will Receive the Donation Receipt
You have two options:
Option A: Send to All Donors
Click the top checkbox above the donor list.
This selects all donors in your system.
Ideal for sending year-end tax donation receipts in bulk.
Option B: Send to Specific Donors
Click the envelope icon next to individual donor names.
Only selected donors will receive the receipt.
Perfect when responding to individual donor requests.
Tip: Always double-check your selection before proceeding.
Step 3: Customize Your SMS Message
Before sending donor receipts, update your message template.
Go to Push Messaging → Reporting → Message Template
Edit your message
Replace the
[YEAR]placeholder with the correct tax yearAdd or adjust your custom message
Click Save
You can personalize:
The greeting
The tax year (e.g., 2025 Donation Receipt)
A thank-you message
Instructions for reviewing the receipt
Your saved template will apply to all selected recipients.
Step 4: Select the Tax Year
Choose which year’s donation receipts you want to send.
Use the Year dropdown
Select the appropriate tax year
Confirm your selection before sending
This allows you to:
Send current-year donation receipts
Resend previous year tax receipts
Provide historical donation records upon request
Step 5: Send the Donor Receipts
Confirm recipient selection
Confirm the correct tax year is selected
Click Send
Approve the confirmation prompt
The selected donors will receive their donation receipt via SMS instantly.
Best Practices for Sending Year-End Donation Receipts
Send tax donation receipts before filing deadlines.
Include a short thank-you message to strengthen donor relationships.
Always verify the tax year before sending.
Review recipient selection carefully to avoid accidental bulk sends.
Keep donor phone numbers updated for successful delivery.
Common Issues & Quick Fixes
The wrong tax year was selected.
Choose the correct year and resend the donor receipts.
The message still shows [YEAR].
Edit the Message Template, replace the placeholder with the correct tax year, and save before sending.
A donor did not receive their donation receipt.
Confirm the donor has a valid mobile number on file.
Receipts were sent to the wrong recipients.
Donation receipts cannot be unsent. Always verify selection before clicking Send.
I only need to send a receipt to one donor.
Use the envelope icon next to the donor’s name instead of selecting all.
Who This Feature Is For
This feature is designed for:
Educational institutions
Any organization collecting donations through Txt2Give
If you manage Txt2Give donations, this tool helps you efficiently send donor receipts, maintain tax compliance, and respond quickly to donor requests.