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The perfect message, served up at the perfect time.
See the solutionTax compliance
Take the stress out of tax-letter season.
Automated Tax Letters dramatically simplifies the annual tax-statement process by gathering the right giving information, creating each donor's statement, preparing it for mail or email delivery, and saving the final document back to the donor record.
Expert-built workflow: typically 6 to 8 weeks after scoping is approved
The problem
Creating year-end tax statements is labor-intensive and costly.
Year-end tax statements can mean exports, merges, manual corrections, and weeks of proofreading under deadline pressure while normal gift entry continues. Printing and mailing statements to every donor also creates a meaningful hard cost.
How we solve it
Automated Tax Letters turns the annual statement process into a streamlined workflow.
AutomateGenius gathers the right giving information, generates each donor's tax statement, supports mail, email, or both, and saves the completed document back to the donor's Raiser's Edge record. The goal is to make a painful annual project feel much closer to a button-driven process.
How it works
Configured to your environment by the PSG team.
- 1
Build the statement with us.
We set up your layout, compliance language, gift-inclusion rules, fiscal calendar, and letter variants alongside your team.
- 2
Generate whenever you need to.
Run statements for one donor, a segment, or your full file at any point in the year, not just in January.
- 3
Deliver by email, mail, or both.
Produce print-ready files and emailed statements, with a copy saved back to each donor's Raiser's Edge record.
More than a mail merge
Built by fundraisers who have survived tax-letter season.
Automated Tax Letters is not just a shinier button on the same old process. PSG's fundraising team helps improve the tone, style and readability of your statements, and our automation team builds the workflow around your Raiser's Edge data. The goal is a cleaner donor experience and a much less painful year-end project for your staff.
Questions we hear most often
- Are the tax letters saved on the donor's record in Raiser's Edge?
- Yes. In addition to generating the tax statements and helping you deliver them by mail or email, the automation saves a copy back to the donor's Raiser's Edge record, such as a PDF or link, so staff can easily retrieve it later.
- Can donors request a giving statement in the middle of the year?
- Yes. Automated Tax Letters generates statements on demand for one donor or a full segment at any point in the year, using the same layout, gift-inclusion rules and finance-approved language as your January run. Statements can be printed or sent by email.
- Does AutomateGenius replace Raiser's Edge NXT?
- No. AutomateGenius works hand in hand with your existing Raiser's Edge platform to streamline routine processes and help your team give donors more personalized attention.
- How much does an AutomateGenius solution cost?
- Our clients pay a one-time setup fee plus an ongoing fee for hosting, maintenance, and support. Simpler automations may cost only a few thousand dollars to implement, while more complex automations can cost significantly more. PSG can give you an exact quote based on your environment and the complexity of the automation we're configuring.
- Who configures and maintains an AutomateGenius automation?
- PSG does. Our experts configure the automation to fit your environment, test it before launch, and provide ongoing hosting, monitoring, maintenance, and support after it goes live.
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See the solutionIs Automated Tax Letters the right place to start?
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