Email or download a giving statement for one donor directly from their profile. Use this when a donor asks for their giving history for tax filing or personal records. Accurate, clearly presented statements support transparency and build donor trust.
Pro Tip: Print or email a statement to yourself, or a few individuals, to test it first. This is a good way to confirm everything appears correctly before you send statements to everyone.
Statement Basics
- Statements are accessed from a donor's Profile Screen under the Giving tab.
- You can apply filters for tax-deductible gifts or all funds.
- To email a statement, the donor needs an email address on file.
- Donors with permission can download or email their own statements.
- You can set default templates for donor self-service.
Before You Begin
- Estimated Time to Complete: Less than 5 minutes
- Required Role/Permissions: Access to donor profiles with permission to view the Giving tab
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What You'll Need:
- Donor's name
- Statement template configured (optional but recommended)
Email or Print a Statement
- Look up the donor's name.
- Open their profile.
- Click the Giving tab.
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Click the Statement link.
- In the pop-up, choose a Date Range (for example, Last Calendar Year).
- Select whether to include only Tax Deductible donations or All Funds.
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Click Next.
- Select the Giving Statement Template you want from the dropdown.
- Choose how to deliver the statement:
- Download PDF to save or print the statement.
- Email Statement if the donor has a valid email address on file.
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Click Confirm.
Requirements and Defaults
- Only donors with an email address listed in their profile can receive emailed statements.
- If you do not select a template, the system uses the default template, if one has been set.
- Enable permissions in the donor's online account before they can access their own statements.
Troubleshooting
| Issue | Solution |
| The Email Statement button is grayed out. | Confirm the donor has a valid email address in their profile. |
| The downloaded statement does not reflect recent donations. | Double-check the selected date range and filters, then generate the statement again. |
| The wrong template was used. | Select the correct template before you click Confirm. You can preview the PDF before emailing it. |
FAQs
Can Donors Access Their Own Statements
Yes, if their online account permissions allow it and a default statement template has been set.
Statement Option Is Missing
Make sure you are in the donor's Giving tab and that the donor has giving history in the selected date range.
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