Generating givers’ contribution statements is quick and easy! Simply follow the steps below.
- From your Manager Dashboard, select “Donors” from the left side navigation pane.
- From the Donors page, you’ll find options to view All Donors, initiate a Donor Merge, draft your Contribution Email, and generate Contribution Statements.
Customize Contribution Email
- From the “Contribution Email” tab, you may draft an email to accompany donors’ contribution statements, if you choose to email statements.
- Select the send From email address, add a BCC email address, and add a personalized Subject and Message.
- Click “Save”, then move to the “Contribution Statements” tab.
Generating Contribution Statements
- Now that you’ve drafted and saved the Contribution Email, move to the “Contribution Statements” tab and make the necessary selections in the “Details” section: Start Date and End Date, Transaction Type, and if you’d like to Email the generated statements directly from the generated report.
- Next, See the “Donors” section, and “Select All” or search and select specific donors, as needed.
- Click “Generate Statement” to review statements for the donors selected.
- Statements can be exported or emailed directly to donors with the Contribution Email.