Configuration

• Review and update your Accounting Company. Common updates might include:
  • Statement Cutoff Date
  • Logo
  • Pledge Campaign
• Review and Update your Programs. Be sure to check:
  • Statement Headers
    Tip: The Stewardship Info views show you what you need to know at a glance.

Data Clean Up

• Combine any remaining Duplicate Contacts using the Combine Contacts Tool.
• Review the applicable "fix views" (outlined here) to correct potential data issues.
• Create your own custom views to find additional potential data issues like people set up to receive online statements who don't have an email address.
• Use Mass Assign (carefully and when appropriate) to quickly clean up things like Donor's Statement Type or Statement Method.
• Leverage the Trim Selection Tool to trim selections for missing addresses, emails, etc.
• Leverage the Transfer Selection Tool to remove one selection of Donors from another like those who gave less than $100 from Donor's set to receive paper statements.

Paperless Statements & Electronic Communication Tips

• Send Emails using Message Templates in the New Message Tool. Point your Donors to the My Contribution Statement Widget with these common communications:
  • Information Update Request // Is your email and/or address up to date?
  • Online Statement Sign Up // Encourage paper statement Donors to sign up for online statements!
  • Online Statements Available // Thanks for your faithful support!

• Send a Text Message using the New Message Tool. You can even schedule the text to send on a specific day and time! Fun communications might be:
  • Sign up for Online Statements! Get your statement sooner and save the church money.
  • Online Statements links sent today! Check your inbox.
  • Paper Statements mailed today! Check your mailbox next week.