Print an Individual's Statement

If a contributor misplaces their giving statement or makes a request for one, print their statement directly from their profile.

  1. Sign in as an administrator or user with the appropriate permission.
  2. Locate and open the individual's record.
  3. Click the Giving tab.
  4. If necessary, click the filter icon to filter the gifts that display.
  5. Click the printer icon to generate the statement.
  6. Enter a comment if necessary. This will display near the top of the statement.
  7. Click Print. A preview of this contributor's statement displays.
  8. Click the printer icon for a physical copy or Download for a .pdf file.