My Contribution Statements
Learn more about the My Contribution Statements widget, including its sections and what it does.
With the My Contributions Statement widget, people who are logged in can view and download PDFs of their giving statements and update their statement delivery method.
- Use of this widget requires authentication. That means, the user must log in first.
- This widget displays one statement for each year a statement exists.
- This widget displays the current year plus up to four previous years, if statements for those years exist.
- If you select Save as PDF, the widget downloads a PDF of the selected statement.
- The selected defaults to most recent year (per accounting company).
- Statements display for the statement contact and statement spouse when either is logged in. Note: Statements do not display for other donors associated with a statement through statement donors.
Sections
- Select Statement Year
- The 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 a person who's logged in selects this option, it updates the corresponding Stmt Method field on their donor record to Email/Online. Clear this option to set the Stmt Method field to Postal Mail.
Setup
For setup details, see Configuring My Contribution Statements.