Create Giving Statements

A giving statement is a donor’s year in one document: what they gave, less anything refunded, with your church’s name, address and EIN on it and the wording the IRS expects.

Steps

1. Choose Giving in the sidebar, then the Statements tab.

   

2. Type the Tax year.

3. Choose Generate statements.

That marks the year as ready. Statements are always built from each donor’s actual donations when they are opened, so a correction you make later is in the statement from then on.

What a donor sees

Donors download their own statement from the Member Portal. See Your Giving History.

Before you generate

• Check your church’s EIN and address in Church Settings and Campuses; both appear on the statement. See Add or Change Your Church’s EIN.
• Record the last of the year’s cash and checks, using the date each was given.
• Sort out any refunds, since a statement shows donations net of refunds.

Good to know

• Dates follow your church’s timezone, which is what decides the year a late-December donation falls in. See Set Your Timezone.
• Deductible totals are shown separately from anything that is not deductible.
• Unattributed cash cannot appear on anyone’s statement, because nobody knows whose it was.