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Congregant Giving

Track and Print Your Giving

Check your giving history, pledges, or print a list of your past giving.

Note: If you're an administrator or user with permissions, see the administrator section.

As you give throughout the year, keep track of it within your profile's giving history. This lists all of your contributions, whether they're manual, online, through text, or pledges to a campaign. The date range you select determines the gifts you see, and you can print a list of your current gifts or contributions you've given in the past.

View Your Giving History

See a history of your giving.

  1. Sign in to your Realm site.
  2. Click Giving in the main menu.
  3. To narrow the list of contributions, click the filter icon, select limiting criteria, and click Filter.

Filter Your Scheduled Gifts

Filter the list of gifts you've scheduled.

View any complete or active upcoming gifts as well as those that have been canceled or put on hold based on the criteria you select.
  1. Sign in to your Realm site.
  2. Click Giving in the main menu.
  3. Click Scheduled.
  4. To narrow the list of contributions, click the filter icon.
  5. Select the statuses of the gifts you want to see, and click Filter.

Print Your Giving Statement and Pledge Data

Print your giving statement.

This statement can include nondeductible gifts. It's available to you all year but should not be used for tax purposes. A button specifically for year-end taxes displays from February 1st to April 30th.
  1. Sign in to your Realm site.
  2. Click Giving in the main menu.
  3. If necessary, click the filter icon to filter which contributions you want to see.
  4. Click the printer icon.
    A PDF downloads that you can open in your browser. Pledge data displays at the bottom of your statement.

Print a Copy of Your Giving Statement for Year-End Taxes

Print your giving statement for year-end taxes.

From February 1st to April 30th, you can print a copy of your giving statement. This statement does not include nondeductible gifts.

  1. Sign in to your Realm site.
  2. Click Giving in the main menu.
  3. Click Contribution Statement for the current year.
  4. Click Print.
    A preview of your statement displays.
  5. Click the printer icon for a physical copy or Download for a PDF.

Track Your Pledges

View your active pledges.

  1. Sign in to your Realm site.
  2. Click Giving in the main menu.
  3. If you have active pledges, they display on the page.
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Last updated: August 20, 2024

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