Print an Individual's Giving Statement

Printing or Emailing an individual donor statement is quick and easy. 

Steps

Look up the Donor's name and navigate to the Giving tab.

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Click on Statement and choose from the options in the Date Filters.  Choose whether the statement should only show Tax Deductible or all funds received during the date range.  Click NEXT

 

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Lastly, select the desired template from the drop-down menu. Then choose either Download PDF to print or Email Statement, provided the email addresses is on the donor's record.  Click Confirm.

 

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Donors have the same option to download or email their own statements when given permission to their online account.  A default statement design can be set for donors to download or email.  To discover more, use this link to Customize Your Giving Statement.


 

 

 

 

Updated

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