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.