Giving Statements are not just compliance documents. A well-designed statement ensures donors receive accurate tax information while also reflecting your church’s gratitude and professionalism. Follow these steps to adjust the text, placeholders, logos, and pledges to create a professional, donor-friendly contribution statement.
Access Your Giving Statement Template
- Navigate to the top menu gear icon.
- Select General Settings → Giving → Giving Letter Template.
- You’ll see the template body on the left and a list of Placeholders on the right.
Placeholders are codes that insert specific kinds of text when a statement is produced. Each placeholder (e.g., @FIRSTNAME) is listed with a description of the text it will insert. - You may modify the existing text by typing in the editor window.
- You can insert a placeholder by:
- Place the cursor where you want the placeholder
Click the Insert Placeholder dropdown and select the placeholder
Create Additional Giving Statement Templates
Above the template body, click Select a Template and choose New Template.
- Give your template an intuitive name.
- Edit the content as desired.
- Use the checkbox “Use This Template When Users Download Their Own Statements Online” to designate the preferred template for self-service downloads.
Format for Envelope Windows
- To format the member’s address for a #10 window envelope, select the Format For #10 Window Envelope checkbox.
- When you generate a statement (emailed or printed), the name and address will automatically align in the envelope window.
💡 Pro Tip: If your template is formatted for windowed envelopes, create a separate version for emailed or downloaded statements to avoid spacing issues.
Download a Sample Statement
If you want to see what an actual statement will look like, click the Download Sample button.
Address Statements to Multiple Individuals
To address Giving Statements to the entire household instead of a single member, use the @FAMPREFNAMES (or other “Family” placeholders).
Add Your Logo and Address
- Use the @LOGO placeholder to include your logo automatically
- Recommended logo size: 480px width at 300 dpi (dots per inch)
- Add a carriage return (press the ENTER key), then include your address.
Example:
Add Pledges to Your Statement (optional)
Include the @PLEDGES placeholder to display donor pledges.
When you add the @PLEDGE placeholder to your Giving Letter Template, an additional line now appears under the pledge information that says "Giving not on a pledge". This shows the total amount the donor gave that wasn't counted toward their pledge. This could reflect donations made to a non-pledge category or donations made to a pledge category that weren't counted toward the pledge campaign.
Download Sample
Next to the Save button, click the white Download Sample button. You will see an example of what the statement will look like, filled out with sample data
Important Notes
- Changes don't auto-save. Make sure to click SAVE before you leave the page!
- Multiple templates can be created for different delivery methods
- @LOGO and @CHURCHNAME placeholders pull from the Gear Icon > Settings > General Tab
- Verify all placeholders populate correctly before sending - download a sample
- If you use envelope formatting, test alignment by downloading a sample
Troubleshooting
Issue: My logo looks blurry
Solution: Confirm your logo image is 300 dpi and no wider than 480px
FAQs
Q: Can I create more than one template?
A: Yes. You can create multiple templates and assign them for email, print, or self-service downloads.
Q: Can I use HTML or CSS to update my statement's look?
A: Click the Source button. You can use HTML or CSS at your own risk. Support cannot help you troubleshoot code issues.
Q: Can I add Check Numbers to Giving Statements?
A: Yes. Use the placeholder @LINESWITHNOTES_TAXDEDUCTIBLE. This placeholder adds the Check Number field. Note: This placeholder also adds the Notes field, where helpful items such as a memo line can be placed (example below).
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