Giving Statements

How to generate Giving Statements

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Written by Support
Updated over a week ago

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

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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

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