Have a way to separate IRA donations and cash donations on year-end tax statements

Currently, IRA donations and cash/debit/check donations are all totaled and listed on the annual statement report. Even when we query to exclude IRAs, when we run the report using that specific query, it automatically includes IRA donations. Because IRA donations are not claimed as charitable deductions like cash donations, but they instead reduce taxable income, including them on one annual statement and in the total of year-end donations can confuse donors and possibly their tax preparers. It would be extremely helpful if these could be separated on the annual statement.

  • Guest
  • Jan 26 2026
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  • Chris Fedor commented
    27 Jan 20:59

    IRA donations should be a gift type.