Year-end giving statements are the most-asked-for feature every January. We made them automatic.
Generation
On January 1 (US tax year), the system generates a per-donor statement listing every gift in the prior calendar year. The statement includes: donor name, donor address, donation date, donation amount, fund (if applicable), tax-deduction language.
Distribution
Two channels:
- Member self-serve: donors download their statement from the donor dashboard, anytime.
- Bulk email: from the admin Donations page, click "Email all statements." Every donor gets their PDF as an attachment, branded with your church's email template.
Custom range
Need to generate a statement for a specific date range (e.g., a member who left mid-year)? The donor profile has a "generate custom statement" action.