PSFS Offering | Donor Reports - Statements: How to manage the IRS Disclaimer donor statement option

How to manage the IRS Disclaimer donor statement option

  1. Go to the Donor Reports page.
    • Using the Navigation Bar, select Reports → Donor.
      -or-
    • Using the Reports Card, select Donor.
  2. Click the gear button (Configure) in the upper right corner of the page, then select Contents.
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  3. Under the Statements tab choose an IRS Disclaimer option for the statements
  4. Select the Save & Close button at the bottom of the page.

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