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
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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