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[P1][Giving] Annual giving statement PDF generation (IRS 501(c)(3) compliant) #23

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opened 2026-05-26 01:32:57 +00:00 by ChrisChen · 0 comments
ChrisChen commented 2026-05-26 01:32:57 +00:00
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Overview

Generate official annual giving statements for tax purposes, meeting IRS 501(c)(3) requirements using QuestPDF.

IRS Requirements

Church letterhead, EIN (42-2682968 from env var), member name/address, year, giving detail table, total, IRS disclaimer text

Tasks

  • QuestPDF template with all required IRS fields
  • Use NetAmount (Amount - FeeAmount) not gross amount
  • Batch generation: all members with giving > 0 in selected year
  • Admin preview before sending
  • Store PDF path in GivingReceipt table for re-download

Reference

PLANNING.md Section 3.7 - Annual Giving Statement

## Overview Generate official annual giving statements for tax purposes, meeting IRS 501(c)(3) requirements using QuestPDF. ## IRS Requirements Church letterhead, EIN (42-2682968 from env var), member name/address, year, giving detail table, total, IRS disclaimer text ## Tasks - [ ] QuestPDF template with all required IRS fields - [ ] Use NetAmount (Amount - FeeAmount) not gross amount - [ ] Batch generation: all members with giving > 0 in selected year - [ ] Admin preview before sending - [ ] Store PDF path in GivingReceipt table for re-download ## Reference PLANNING.md Section 3.7 - Annual Giving Statement
ChrisChen added this to the Phase 1 - MVP milestone 2026-05-26 01:32:57 +00:00
ChrisChen added the module: giving label 2026-05-26 01:32:57 +00:00
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Reference: ChrisChen/ROLAC#23
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