Donor Statements
Generate year-end statements for donors to use for tax purposes.
Generating Statements
- Go to Donations > Statements
- Select the year
- Choose which donors to include
- Click "Generate Statements"
- Download PDFs or email directly to donors
Statement Contents
Statements include:
- Your organization's information and tax ID
- Donor's name and address
- List of all donations with dates and amounts
- Total for the year
- Tax-deductibility disclosure