# Giving Summary

View and filter all donors, generate year-end tax receipts, and send acknowledgement emails.

Last updated: 2026-03-28
Canonical: https://nphelper.com/docs/giving-summary

The Giving Summary page lists all contacts who have made active donations, with filtering by tax year and minimum total. From this page you can also send year-end tax receipt emails.

## Filters

**Tax Year** — Select a specific calendar year to show only donations active in that year, or choose *All time* to show total giving across all years.

**Minimum Total** — Show only donors whose total giving meets or exceeds this amount. Defaults to $250 (the IRS single-contribution acknowledgement threshold). Set to 0 to show all donors regardless of total.

**Include donors below threshold** — Check this to show all donors in the selected year alongside those who meet the threshold, so you can see the full picture.

## Columns

The table shows donor name, org roles, total donated, and date of most recent donation. Phone, email, and address columns are available but hidden by default — use the column toggle to show them.

## Sending tax receipts

Use the **⋯** menu (top right) to send year-end acknowledgement emails:

- **Send System Emails to Pending Recipients** — sends a receipt to every eligible donor in the selected year who has not yet received one.
- **Force Re-send System Emails to All** — sends a receipt to every eligible donor in the selected year, including those already receipted. Each send creates a new receipt record for the audit trail.

Both actions open a three-step preview wizard. Step 1 shows the recipient count. Step 2 renders a preview of the email as it will appear for the first recipient. Step 3 has the final **Send Receipts** or **Re-send All** button.

Receipts are sent using the configured system email (Resend). The email template can be customised under System Emails.

## What receipts contain

Each receipt includes a fund-by-fund breakdown of all active donations in the tax year, the restriction type for each fund, the grand total, and a standard IRS acknowledgement line stating no goods or services were exchanged.

## Activity log

Every time a tax receipt email is sent — whether via **Send System Emails to Pending Recipients** or **Force Re-send System Emails to All** — a `receipt_sent` event is written to the activity log, recording the tax year, total amount, and whether it was a re-send. The activity log is visible on the individual contact's record.