Printing Contribution Statements

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Reports > Donation Activity > Contribution Statements

A Contribution Statement is a listing to your contact of their donations within a certain time-period (most commonly at year end) for tax purposes.

Statements are generated as a PDF based on your criteria and will be generated one page per Contact.

Date Filters

Most organizations will use the standard DonationDate as the date filters for statements. However, if you use the AccountingPeriod for donations, change to that date accordingly if needed.

Contact Filters

For more detailed groups (such as all those Contacts without email addresses), run a DataMinerBatch first to select your criteria, and instead of choosing your filter options here, limit the Contribution Statements to those within your batch.

Choose your Main Contact Label (statements can print either the Acknowledgement or Envelope Lines, depending on which you use). Most will use the default Acknowledgement field.

Donation Filters

Other Report Settings

Export your PDF Statements or an Excel File

You can also create the Viewer option of your statements, however most will use the PDF to Print Statements.

Using DataMiner Batches for your Contribution Statements

Examples include:

  • Using a segment of only those who made multiple donations.
  • Generating statements of only those who donated more than $250 total during the year.
  • Create printed statements for those that do not have an email address

Download the guide

Relevant Pages: 

Email Contribution Statements
Contribution Statements Webinar (30 minutes)
DMP Reports for Contribution Statements webinar (30 minutes)

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