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:
- PSFS Offering | How to create a body of statement to add to your donor statement
- Diocesan Manager | How to create a body of statement to add to your donor statement
- PSFS Offering | How to edit or view an existing 'body of statement'
- Diocesan Manager | How to edit or view an existing 'body of statement'
- To add or remove a signature image, see:
- If you desire to have your letterhead on the statements or receipts, see
- You can add a printed name:
- You can choose the Mailing Name displayed on the statements or receipts: PSFS Offering | How to select which member name prints on a statement
- If your organization is in the US, you can manage the IRS Disclaimer:
- The report filters allow you to only print statements or receipts with certain payment types, only non-tax deductible contributions, and more. See PSFS Offering | How to configure filters for donor reports
- Need contribution statements for $250 or more? See PSFS Offering | How to generate contribution statements for $250 or more
- There are additional ways to print statements:
- Do members want statements or tax receipts electronically?
- Learn how to audit your family names and address:
Need more end-of-year help?
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