What would you like to know more about?

My Contribution Statements

Using the My Contributions Statement Widget, authenticated users can view and download PDFs of their giving statements and update their statement delivery method.

  • Use of this widget requires authentication. That means, the user must log in first.
  • Shows one Statement for each year a Statement exists.
  • Shows the current year plus up to four previous years, if Statements for those years exist.
  • Selecting Save as PDF downloads a PDF of the selected Statement.
  • Selected defaults to most recent year (per Accounting Company).
  • Statements are shown for the Statement Contact and Statement Spouse when either is authenticated.
    Note: Statements will not appear for other Donors associated with a Statement via Statement Donors.

Sections

  • Select Statement Year: Statements available for download.
  • Save as PDF: Save a PDF of the selected statements.
  • Go Paperless: Select to receive statements online or through email.

Actions

  • Save as PDF: Download a PDF of the selected statement.
  • Go Paperless: When an authenticated user selects this option, it updates the corresponding Stmt Method field on their Donor record to Email/Online. Clearing this option sets the Stmt Method field to Postal Mail.

Setup

For setup details, see Configuring My Contribution Statements.