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My Contribution Statements

The My Contributions Statement Widget allows an authenticated user to view and download PDFs of their giving statements and update their Statement delivery method.

  • Requires authentication.
  • 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.