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Year-End Checklist for Giving

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Year-End Checklist for Giving

Are you prepared for year-end? Find all of our resources right here!

Whether you operate by the calendar year or the fiscal year, this checklist will always be here for you to make sure your year-end closing runs as smoothly as possible. Bookmark it, print it, share it, and send this year into the past!


Giving
Giving Statements Generate Contribution Statements Generate Pledge Statements Print an Individual's Statement Include $0 Statements Print a Detailed Giving Report Generate Canadian Tax Statements Fulfillment Export Statements to CSV Save Your CSV Export Upload Your CSV to Fulfillment Services	Statement Exports View and Print a Statement's Export Check for Unread Emails Deactivate an Emailed Statement Export Emailed Statements to PDF Send a Statement Email Again Export a Statement Again

Need access to more recorded year-end resources and live events? Check them out at MinistrySmart Academy!

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Last updated: December 12, 2023

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Year-End Checklist for Giving

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