Year-End Tax Statements

It's hard to believe it's already that time of year again. The resources below walk through the steps to generate and send your donor's their year-end tax statement.

The key for this process to go smooth is to diligently track all donations throughout the year, record the tax-deductible value for gifts, and to find and merge any duplicate contact records if they exist.



Helpful Resources


Generate Year-End Giving Statements: read article

Year-End Tax Letters: watch video

Inserting Donations Into a Letter: read article

Managing Duplicates: watch video

Find Possible Duplicates: read article

Merge Duplicate Contact Records: read article

Holiday Hours

Our office will be closed Tuesday (12/24) thru Thursday (12/26). Wishing you a happy holiday season!

GIS Files - Mapping Boundaries

Do you have access to a GIS file for your campaign area?  We can upload the file for you into Trail Blazer IQ.  This can be helpful when cutting turf as you can visualize where precincts and congressional districts are located.

Example of MN CD-05 Precincts.

Add a Volunteer Signup Form to your Website

Does your campaign or nonprofit rely on the help of volunteers?  Learn how to add a customizable volunteer sign-up form to your website that automatically collects data into your Trail Blazer CRM.

Video 1: https://www.youtube.com/watch?v=YYJOszM9CoU

Video 2: https://www.youtube.com/watch?v=EMhQSRU_IWw

Article 1 (section #2): https://www.trailblz.com/kb/?action=view&kb=214&cat=0&qq=iframe

Article 2 (section #7): https://www.trailblz.com/kb/?action=view&kb=333&cat=0&qq=iframe