The Major Donors (Form 990 Prep) Report is where you can generate a report of all donation activity for your account that can be used to populate IRS Form 990 Schedule B.

A generated Major Donors (Form 990 Prep) Report will list the: 

• Supporter
• Total Donations
• Average of Deductible Amount
• Deductible Amount
• Average of Amount
• Amount
• Average of Total Amount
• Total Amount

Filtering Options#

Filtering options include: 

• Quick Date Range
• Choose a Date range > Start Date and an End Date for certain dates
• Tax Deductible Range
• Total Amount Range
• Include additional Supporter filters (optional)

As with all Reports in REACH, you can save as a Report Template to use later and/or schedule as an auto-generated weekly or monthly recurring report.

The Select Columns to Display button can be used to add additional filtering options to your generated report. Simply click the checkbox to include any of these columns in your generated Report.  

Click Search to generate your Major Donors (Form 990 Prep).