Donor Statements FAQ
Get answers to common questions about donor statements, including usage with widgets, viewing options, pledge campaigns, envelope sizes, name ordering, and more.
No, you can't tell who has viewed or downloaded their statement. We recommend that, if you email statements, you include information on who to contact in case they would like a printed statement mailed to them.
The standard donor statements have the option to include one pledge campaign. Alternatively, you could make a separate pledge statement using the Pledge Campaign Stmt report. There is no standard report that includes multiple pledge campaigns, but you could work with Professional Services to develop one.
- Create a selection of all tax-deductible programs that you do not want to include.
- Mass assign them with Tax-Deductible set to No.
- Run the statement.
- Use the same selection and reassign them back with Tax Deductible set to Yes.
You could also temporarily move the program you want to run statements on into a separate congregation and accounting company.
Size ten single window envelopes work well (as long as the folding machine settings are appropriate). Double-window envelopes can also work, but you can't use the standard logo because you must include an image of your return address block and sufficient white space.
The contribution statements are designed to handle who prints first using the following criteria:
- When last names are the same: First (male head of household) & First (female head of household) Last.
- When last names are different:
- Both donors have donations: First Last (male head of household) & First Last (female head of household).
- Only one donor has donations: First Last (of donor with donations) & First Last (of spouse without donations).
To change the text of this letter, go to and update the Donor Letter field.
Only those individual donors who gave in the last year will display in the Gave last year: Deductible view. To send an email to both heads of household, do the following:
- Select all of the donors.
- Select .
- Select Copy to another page.
- Give it a name.
- Select Select Heads instead.
- Click Transfer.
The new selection will include both heads of household for individuals.
Any donation attributed with a tax-deductible program will display on the donation statement, regardless of whether or not that program is end-dated.
Check to ensure that only one attachment on the accounting company is marked as the default. Also, ensure that only one of your accounting companies is set as Active.
Payments for event registration DO NOT display on the contribution statement.