Giving Statements is how you will generate giving statements to send to your donors, mainly for end of the year tax purposes.

This Article provides step-by-step instructions on how to generate Giving Statements

Video Walk-Through

Coming Soon!

Step-by-Step Instructions

Step 1: In your Dashboard, select Contribution in the drop down menu.

Select Statements in the side menu, and select Create Statement

Step 2: Select Filter your Data - choose a date range, your organization, and Giving Type. Select Next

Step 3: Customize Message - create a Subject and Body for an email, and Select Next
Note: This is only necessary if choosing to email the statements out to donors.

Step 4: Search for an individual donor, or select All Donors within your set parameters, and Select Next

Step 5: Choose the Delivery Method, and Select Finish

* Statements can be emailed, printed, or downloaded

Related Articles: 

We want to hear from you!

Help us help you - please rate this Article below to let us know if you have found it helpful.  We are always working to provide you with the best possible experience.

Did this answer your question?