No, it is not possible to tell who has viewed or downloaded their statement. It is recommended that if you choose to email statements you include information on who to contact in case they would like a printed statement mailed to them.

The standard Donor Statements have the option to include one Pledge Campaign. Alternatively, you could generate a separate Pledge statement by using the Pledge Campaign Stmt report. There is no standard report that includes multiple Pledge Campaigns (but you could work with Professional Services to develop one).

In order to do this, you can create a selection of all tax-deductible programs that you do not want to include, mass assign them with Tax-Deductible set to No and then run the statement. Then, use the same selection and reassign them back with Tax Deductible set to Yes. Another option is to temporarily move the program you want to run statements on, into a separate congregation and accounting company.

Size ten single window envelopes work well (as long as the folding machine settings are appropriate). Double window envelopes can work as well, but require you to forgo the standard logo and replace it with an image of your return address block and sufficient white space.

The Contribution statements are designed to handle who prints first using the following criteria:

• When last names are the same: First (Male HOH) & First (Female HOH) Last.
• When last names are different:
  • Both Donors have donations: First Last (Male HOH) & First Last (Female HOH).
  • Only one Donor has donations: First Last (of Donor with Donations) & First Last (of Spouse without Donations).

The text of this letter comes from the Accounting Companies page in the Church Structure section. Update the text in the "Donor Letter" field.

Only those individual Donors who gave in the last year will be displayed in the "Gave last year: Deductible" view. To send an email to both heads of household, do the following:

1. Select all of the Donors.
2. Select Tools > Transfer Selection.
3. Choose Copy to another page.
4. Give it a name.
5. Choose Select Heads instead.
6. Click Transfer.

The new selection will include both heads of household for individuals.

Any donation attributed with a tax-deductible program, whether or not that program is end dated will display on the Donation statement.

Check to ensure that only one attachment on the Accounting company is marked as the default. Also, ensure that only one of your Accounting Companies is set as Active.

Payments for event registration DO NOT show up on the contribution statement.