Donor Statements

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Donor statements provide donors with a list of all their successful donations over a given time period. You can provide annual donor statements to assist their donors with filing their taxes and report their deductible donations or send them out at any time via email or mail delivery.

Check out this video for more information on sending donor statements and see the instructions article below for for step-by-step instructions.

Administrators can generate donor statements for a group of people or for an individual. If any of your donors prefer to receive a single, combined statement with another donor in their household, you can choose to issue Joint Statements.

Before Generating Statements

You can optionally set these things up before generating statements:

  • If you want Payment Sources to show on statements that you generate, enable this within the Payment Source.
  • To create joint statements that combine the donation history of two donors, set up joint statements.
  • Keep records clean by encouraging people to give online, where you'll get their email address, or by adding an address and email address field on the donation envelope.

Generate Donor Statements in Bulk

You can generate statements for all people that donated within a specified date range, then email the statements to donors or print them out.

1. Generate the Statement

On the Manage page, go to the Statements tab to start generating donor statements.

  1. The deliverability report shows where potential problems are and gives a direct way of fixing them. If someone is missing an email address, mailing address, or both, you can add the missing contact information before generating statements. 
  2. Click Create a new statement and follow the prompts on the screen to send your donors a statement.
  1. Name your statement in a way that communicates the date range that it reports, as it is visible to both you and your donors.
  2. The date range you select will include all donors who have successful donations received in the statement's date range. Although all donations are visible in a donor's history, failed, refunded, and ones that are in progress aren't included in the statement.

Click Save to preview your statement.

If you find a donation is missing from a statement, check the donation's received date against the date range you selected. The received date is not editable for any online giving, but it is dependent upon batches for cash and checks. Donations entered into In Progress batches will not be listed on the statement; those batches must be committed.

2. Review Deliverability Status

Based on the missing information, decide if you want to deliver the statement by email, mail, or a smart mix of both.

donor statement
  1. Giving will warn you if there are any donations excluded from the statement, such as donations that were refunded, failed, haven't been committed, or are in transit. When the warning is present, make sure your batches are committed or wait a few days for transactions to settle before sending donor statements.
  2. If contact information for donors is missing, you can add it before generating the statements.

3. Configure the Statement

Scroll down to make sure the information is correct.

  1. If this address is incorrect, you can change it for this group of statements. To change it permanently, the Organization Administrator can change it on the Accounts page.
  2. Choose to use the default donor information shown here, or add other information in the address section of the statement.
  3. For US Customers: Decide what the table of donations should show. You can include all individual donations, an optional additional section for fund subtotals, or forgo the individual donation listings and only list fund subtotals.
  4. Check if you want to include the status of campaign pledges during this time period.

4. Preview the Statement

  1. To change the name or date range of the statement, click Edit statement at the top of the page.
  2. Change the tax disclaimer in the Settings, if needed. If the church information below the disclaimer is incorrect, an Organization Administrator can change it from the Accounts page.

5. Email or Print Statements

Did you know that sending digital statements is acceptable to the IRS? You can avoid printing out statements unnecessarily by following this process:

  1. Send email statements.
  2. See how many of them get downloaded from the Deliverability Status a week or two later.
  3. Print statements, excluding donors who have already downloaded their statements.

Choose to either send email or print statements.

If you'd like to send both email and printed statements, start with email statements, and you will be prompted to send printed statements at the end.

Send Email Statements

Customize the email to fit your church's culture and language.

  1. View or download a CSV file of the donors selected to receive statements.
  2. We use the statement label to form your Subject, but you can change it to something different.
  3. Preview the way the statement will look when you send it.
  1. View the different types of variables you can add to your statement Subject and Body.
  2. Enter any necessary information you'd like to communicate to each donor.
  3. Send a test email to yourself to see if the email is formatted the way you want.

Once you've edited the statement message to your liking, click Send to donors. You'll receive a message confirming you want to send the email.

The download link that the donors receive is a secure login link to online giving which takes them to their donor profile. If they've never actually logged in, they can make sure their information is current and learn what the donor interface is like.

The download link will no longer act as a login link after two weeks. The donor can use the link but only if they're logged in.

After you've sent the email, you'll be taken to the statement page where you can view how many people accessed their statement.

Once a statement has been emailed, the label, date range, and the statement itself cannot be edited or deleted.

Generate Printed Statements

To generate printed printed statements, click Print, then then configure the statements.

  1. If you've already sent email statements, you can choose to then send printed statements to people who already received an email.
  2. Check to enable double-sided statements.
  3. Add a page break to the end of the cover letter page, starting the statement information on the next page.
  4. Choose where to put the address and logo on the statement, or choose to remove these from the page.
  5. View what the PDF will actually look like when it prints.

Cover Letter Opt-Out: If you don't need a cover letter for statements, you can remove it by: 

  • Setting the Address option dropdown to "Don't show addresses"
  • Setting the Logo display dropdown to "(none)"
  • Removing paragraph content from the body of your cover letter (make sure to leave the "{{ statement_content }}" placeholder intact to retain the statement information)
  1. Click the i to drop down the different types of variables you can add to your statement.
  2. Enter any necessary information you'd like to communicate to each donor.
  3. Download a test statement to see if the email is formatted the way you want.

Download a test statement to see how it works with your #10 double windowed envelopes. Experiment with where you fold the statements, to ensure they don't slide around in the envelope and make the addresses unreadable in the envelope window.

Once you've set the statement the way you want it, click Generate statements. You'll receive a message confirming you want to generate the statements.

As you generate statements, you'll see them and their statuses from the Statements tab. It might take a few minutes for the file to reach your email or be available to download.

The file will have two folders: one with statements for donors who have mailing addresses and one with statements for donors who don't.

After printing statements, you can head over to People to create mailing labels for the donors that you plan to mail statements to.

Once a statement has been generated, the label, date range, and the statement itself cannot be edited, and the statement will be available to donors online. Statements can be deleted at any time until they’re sent out by email.

Vendors for #10 double-window envelopes

The donor address and return address of your organization can be positioned to show in a standard #10 double-window envelope.

Try these lovely not-affiliated-with-us-in-any-way retailers:

  • Amazon
  • Red Elly
    They'll send you a sample envelope if you want! You can also order any quantity desired.

Generate Individual Statements

Although donor statements are available online, you may need to generate a correction or a re-delivery of a lost physical statement.

Go to the donor's profile and click Statement PDF.

Choose what you want to include on the receipt.

  1. Choose formatting options.
  2. US Customers: Choose which items you want to show on the statement.
  3. Check if you want to include the status of campaign pledges during this time period

For Canadian Customers: Check the CRA receipt box to include the official CRA-required text on the statement, and if you are replacing a receipt, include the number of the previously issued receipt.

Click Download to generate the receipt.

Statement Preview

If you haven't yet subscribed to Giving or just want to take a peek at what statements look like, choose your country to see what they look like.

If you have chosen to include pledge information, that information will also be shown on the statements.

United States

US Donor Statements show the date and amount of the gift as well as the way it was given and to which fund. They also show the total, which you can break down into subtotals based on funds if you'd like.

Canada

If you have opted to generate an official CRA donor receipt, the Canadian donor statement will include all the mandatory fields and compulsory information required by the Canadian Revenue Agency.

  1. Canadian statements forgo the individual listing of donations on donor statements and provide just the total tax deductible amount as reported by your church.
  2. The statement will include a receipt number and the number of the receipt this is replacing, if applicable.
  3. The statement includes the signature of your Treasurer, which can be edited in Settings. You can upload a new signature, at the appointment of a new Treasurer, without modifying historical statements previously issued. 

Admin notes recorded on a donation will not show up on the statements. Notes are only viewable to Giving Admins. 

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