A checklist of steps we recommend you take to prepare your statements.

1. Identify and combine duplicate Contact records using the Combine Contacts Tool.
2. Ensure any deceased donors who do not have surviving spouses are marked as Stmt Method: No Statement and Frequency: Never so that you can filter out any of these donors.
3. Ensure all heads of household have the same donor statement type. This way, you can assign all couples where one individual has "online" to both being online.
4. Perform a test run of the statements to ensure they print correctly and to ensure you know the amount of paper and envelopes to have on hand.
5. If you have some donors who receive statements by email or online and some who receive statements by postal mail, consider creating two views for processing statements:
   • A view showing those donors with the Stmt Method of Postal Mail.
   • A view showing those donors with a Stmt Method of Online/Email.

   Note: As a further step, you could use the Trim Selection Tool to remove those records with missing emails or addresses from the selections. If both heads of household want to receive the My Contribution Statement link by email, after making a selection, you could use the Transfer Selection Tool to include heads. Then both heads would be in your selection and receive the email.