Offering End of Year: Advanced Checklist: 

Please use this checklist to personalize or improve your reach with your statements or tax receipts for your organization.

• You can personalize your statements or tax receipts using report contents options:
  • Add or Edit the Body of Statement:
    How to create a body of statement to add to your donor statement
    How to edit or view an existing 'body of statement'
  • To add or remove a signature image, see How to add or remove a signature image for your statements
  • If you desire to have your letterhead on the statements or receipts, see How to add a letterhead graphic to your statement
  • You can add a printed name: How to add or edit a printed name for your statement
  • You can choose the Mailing Name displayed on the statements or receipts: How to select which member name prints on a statement
  • If your organization is in the US, you can manage the IRS Disclaimer: How to manage the IRS Disclaimer donor statement option
• The report filters allow you to only print statements or receipts with certain payment types, only non-tax deductible contributions, and more. See How to configure filters for donor reports
• Need contribution statements for $250 or more? See How to generate contribution statements for $250 or more
• There are additional ways to print statements:
  • How to print a contribution statement for a single family or for a single member
  • How to generate a year-end statement for a parishioner with totals only and not details
• Do members want statements or tax receipts electronically?
  • How to make E-Statements accessible through My Own Church
  • How to market My Own Church
• Learn how to audit your family names and address:
  • How to audit your family names and addresses using Donor reports

Need more end-of-year help? 

See End of Year Resources

Updated November 17, 2023 19:46