Print Donor Statements

Need to send printed statements? You can do that!

Review your Church Structure > Program records since each Donation must be distributed to a Program.

Only Tax Deductible Programs display.
Make sure each Program is assigned to the correct Statement Header so that it appears in the correct column of your statements.
Make sure your Accounting Company record is updated with the correct logo and other information that will be sourced from this record for your statements.
Many statements are filtered by Accounting Company. Each Program must be assigned to a Congregation that, in turn, belongs to an Accounting Company. A statement with an Accounting Company filter only lists Donations distributed to Programs of Congregations within that Accounting Company.

You can print statements to send to all your donors (like at year end) or to a donor who requests one (if they lost theirs or required a correction).

Note: To send statements via email, see the Electronic Communication Tips section of the Year End Checklist.

Go to the Donors page.
If you only need to print statements for specific donor(s), select them in the list.
From the Reports menu, select the Donor Standard Statement you want to print. If the report has "Selected" in the title, only statements for the selected donor(s) print.

Note: If applicable, the male Head of Household name precedes the female Head of Household name on the statement.
Select your parameters.
- Accounting Company: Your Church's Accounting Company.
- Statement Year: The year you're printing statements for.
- Gave at Least: The minimum amount you want to generate printed statements for.
- Sort Order: Select Postal to print statements in Postal Cord order for easy-peasy bulk mailing.
- Pages: Select print "1 Page Only" statements first. Then, change to "2 Pages" and print those statements (you could even print the 2 page statements front and back to save paper). Proceed with 3 pages, 4 pages, etc. Printing these separately makes the next steps of folding, stuffing, sealing and labeling for bulk mail much easier!
- Group/Segment: Statements are broken into groups of up to 1,000 per year and Accounting Company to create smaller batches of statements to run at one time. For example, if there are 5,420 statements this year for your Accounting Company, you will be able to select one of six segments to generate and print.
- Show: Select the options you'd like to show on the statement.
Click View Report.
Export the resulting report to PDF for printing.

What would you like to know more about?