Year-End Contribution Statements Overview

 

As you start the new year, it’s soon time to send out your annual Contribution Statements.

We would love to save you time and money by providing simple suggestions for working with your statements.

Pro-Tip: Make sure to check out this year's featured success article - Before You Send Your Statements, Make a Statement! Beyond the how-to basics, we've included best practices on what to say in your giving statement, including an example email/letter you can use!

 

Two Great Ways to Start!

(1) Watch our Overview Video!

In 4 minutes, review the most important steps to prepare & send your contribution statements.

 

This video overview may include some out-of-date images. We appreciate your patience as we work to get these videos updated.

 

Note: The method to access Sync Errors has changed (*shown at the 17-second marker).

To access Sync Errors, within your Giving Software, click on the Settings Gear Icon at the top right. Scroll down and click the Integrations Tile.

 

(2) Watch Our Best Practice Webinar!

Contributon Statement Webinar


Preparation, Setup, Formatting, Best Practice & more!

Catch the replay for some great advice and resources from our two key presenters with over 20 years of 
year-end statement experience.

Webinar Replay & Resources

 

Top Next Step Resources!

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request