Portal My Contribution Statement
- The My Contribution Statement page of the Portal allows an authenticated user to do the following:
- View any fully processed, deductible donations created to that individual's Donor record or to the individual's spouse's Donor record (so long as each spouse's Statement Type is Family).
- Generate and download a PDF statement for this year and the previous 4 years of donations. The PDF statement can be modified by changing the Contribution Statement Portal Resources.
- Change their Statement Method by updating the Delivery Preference checkbox; this automatically updates their Donor record in MinistryPlatform.
- Donations are shown so long as they are in MinistryPlatform, regardless of where the donation originated.
- You can control the date through which statements can be viewed via the Statement Cutoff Date field on the applicable Accounting Company. This date should be updated about annually.
- The default year on the My Contribution Summary page is automatically the prior year, as this is the most common reason people access this page. The default year automatically switches to the current year starting April 1. For example, the default year is 2023 from April 1, 2023, through March 31, 2024.
- You can modify the statement in Portal Resource file on the Portal Admin page. A common modification is to add the [Date] token which will print today's date on the statement if printed.
Initial Setup
A SPoC must complete initial setup in order to use the My Contribution Statement page.
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Go to and edit the value of the StatementDesignationType setting to control the amount of detail displayed about a particular donation.
- Use the Portal Admin page "Reload Configurations" button to make the Configuration Settings to take effect immediately.
- Control the content and appearance of your online statements using the Portal Admin page.
- Complete the Accounting Company setup below.
- Place the navigation link to My Contribution Statement (my_contribution_statement.aspx) in the appropriate place on your Portal skin. If needed, you can also place the link on your church website.
Accounting Company Setup
Details of the Accounting Company determine the date through which statements can be viewed. Go to and update the Accounting Company records as follows:
- Image: the default image on this record appears on the default Contribution Statement design. See Donor Statement Settings for information on image requirements.
- Statement Cutoff Date: The date set here determines the cut-off date for Donations that appear on the My Contribution Statement page of the Portal.Important: The Statement Cutoff Date is a date/time field used when generating all statements for the Accounting Company, including those available on the My Contribution Statement page and Standard Statements. Standard Statements considers both the date and time when determining the statement cutoff date. Want to include all donations made through December 31? Set the Statement Cutoff Date to 12/31/[year] 11:59pm.
- Statement Cutoff Date Automation: Select a value other than Manual if you want your Statement Cutoff Date updated automatically. Options include:
- None/Manual: Someone on your staff will edit the accounting company record manually and change the Statement Cutoff Date value manually.
- Last Day of Last Month: On the 15th day of each month the system will update your statement cutoff date to be the last day of the prior month.
- Last Day of Last Quarter: On the 15th day of January, April, July, and October the system will update your statement cutoff date to the last day of the prior quarter.
- Last Day of Last Year: On the 15th day of January the system will update your statement cutoff date to be the last day of the prior year.
- Pledge Campaign: Determines the Capital Campaign Details. This field can be left blank.
- Show Online: Must be set to True on at least one Accounting Company. If more than one Accounting Company has this field set to True, a drop-down is provided for the user to choose the Accounting Company.
- List Non Cash Gifts: If True, then the Contribution Statement on the Portal lists non-cash gifts. If there is a Non-Cash/Asset Payment Type set to Omit Amount On Statement=True, then gifts for the date range appear with no dollar value and do not affect the overall giving total. Note that this setting is global and also affects Donor Stmt reports run from the Platform.
FAQ
- Q1: Why don't some gifts show on the My Contribution Statement page when they show on the My Giving page?
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- Confirm that the Statement Cutoff Date is set appropriately on the applicable Accounting Company. Note: Standard Statements considers both the date and time when determining the statement cutoff date. Want to include all donations made through December 31? Set the Statement Cutoff Date to 12/31/[year] 11:59pm.
- Confirm that the donations meet the criteria to show on a statement.
- Q2: Can we set the Statement Cutoff Date to be many years in the future so we don't have to change it every year?
- Ultimately, this is a decision specific to what each church prefers. The Statement Cut-off Date is designed to give churches control over what years of Statements donors can access. Some churches do not want people to be able to print a Contribution Statement for a year that is not completed, and use this date to prevent a current year's Statement from being accessed before all the current year's gifts are accounted for.
- Q3: Can Capital Campaign Details not appear for people who have a $0 amount?
- This field can be removed from the statement, but it will remove the Pledge details for all Donors. There is no option to have the field show for some Donors and not for others.
- Q4: When a User clicks Save as PDF, an error is generated. What should I look at to troubleshoot?
- First, go to Church Structure > Accounting Companies > open the applicable Accounting Company and confirm that the Statement Footer field does not contain any HTML. Next, test from another Portal user to determine if it is generating an error for all users or only a certain Donor.
- Q5: Why, in the PDF, is the logo not centered as it is on the page?
- The logo is hard coded into the top left of the PDF and is not editable.
- Q6: Is it possible to use HTML in the statement footer on the Accounting Companies page to control how the formatting looks on the My Contributions Statement PDF?
- The statement footer WILL NOT work with HTML. This will cause an error when downloading a PDF.
- Q7: How do I email a donor their statement?
- The "Contribution Statement" Snippet can be emailed to the donor, this will log them in and display their Contribution Statement page in the Portal. See these articles for instructions on using Snippets and the New Message Tool.
- Q13: Why are Donors' Pledge Balances incorrect as they review different years' statements on the Portal?
- The Portal Statement can only show one Pledge Campaign at a time, the one that is set on the Accounting Company. The Pledge value is the total amount the individual has committed to give. The Balance is the amount that was committed to give, minus the donations that were made- it is what is left for them to give.
That Pledge Campaign will show on the statement for any year that is selected from the drop-down list, regardless of if it was active or not. The Pledge's Pledge value on the statement will show the total amount that is Pledged, regardless of the year that is selected. The Balance of the Pledge will show the total amount Pledged minus the sum of the donations that were made in the year that is selected.
If there were no donations made towards the Pledge within the year that is selected, the Balance will be the same as the amount Pledged.