Contribution Statements Training Webinar

Learn how to print Contribution Statements for end of year reporting or send batch statements via email, right out of DonorSnap.

Looking for a way to customize your statements with things like your logo, additional mail merge fields, and your own formatting? Check out the Custom Contribution Statements Training Webinar.

Quick Recap

The trainer led a discussion on generating and printing contribution statements for donors, explaining the process and the options available. She also provided detailed instructions on how to generate and send these statements, including the use of email and the possibility of creating custom statements. Lastly, she addressed various questions and concerns from the team, including issues related to access, statement formats, and label printing.

Meeting Summary

Standard Contribution Statement Discussion
The trainer led a discussion on generating and printing statements for donors, particularly focusing on the standard contribution statement. She explained that this statement is easy to generate and print in mass, but lacks customization options such as logos. She also clarified that the statement provides an itemized list of all donations made by a donor. The trainer further explained the process of generating a one-off statement for a specific donor and how to generate statements in mass. She also discussed the options for report orientation, including portrait and landscape formats, and the ability to include or exclude certain types of donations.

Donor Statement Management and Export
The trainer discussed the process of creating and managing donor statements, emphasizing the importance of considering the recipient’s perspective and the need for a balance between the content of the statement and the accompanying email. She explained the limitations of the statement footer text box and the options for exporting the statements. The trainer also highlighted the significance of the “Show $$$ Columns” feature, particularly for those who frequently deal with event tickets and sponsorships. She concluded by mentioning the year-to-date total feature.

Customizing Contribution Statements Process
The trainer explained the process of generating and customizing contribution statements in their system. She detailed how to print statements, customize the organization’s information, and send email statements. She also emphasized the importance of using the correct fields for mail merging and creating a personalized letter for each recipient. The trainer encouraged the use of these features to enhance communication with donors and supporters.

Donation Statement Generation Process
The trainer explained the process of generating and sending donation statements to donors. She detailed how to set up the email, save donation filters, and select the desired columns. She also mentioned how the system would prioritize sending emails to those with valid email addresses. The process involves a couple steps, including setting criteria, creating a PDF, and sending emails. The trainer emphasized that this method is relatively easy and efficient, especially for large numbers of donors. She also pointed out where to find the necessary tools for this process.

Contribution Statement Generation and Sending
The trainer provided detailed instructions on how to generate and send contribution statements to donors. She explained how to use the system to send statements to specific groups, such as those without an email address or those who donated a certain amount. She also mentioned the possibility of creating custom statements with a tear-off sheet at the bottom, which requires using a word document and a template provided by the system. The trainer encouraged the team to try using the standard statements first and to reach out for support if needed. She also shared a handout with step-by-step instructions and a link to a webinar on how to use DataMiner platinum reports.

Related Pages

Printing Standard Contribution Statements
Email Contribution Statements
Year End Reciepts or Thank You’s
Custom Contribution Statements