{"id":634,"date":"2018-07-10T16:32:57","date_gmt":"2018-07-10T21:32:57","guid":{"rendered":"http:\/\/new.donorsnap.com\/support\/?post_type=epkb_post_type_1&#038;p=634"},"modified":"2022-01-06T13:21:20","modified_gmt":"2022-01-06T19:21:20","slug":"printing-contribution-statements","status":"publish","type":"epkb_post_type_1","link":"https:\/\/donorsnap.com\/support\/docs\/printing-contribution-statements\/","title":{"rendered":"Printing Standard Contribution Statements"},"content":{"rendered":"<p><strong>Reports &gt; Donation Activity &gt; Contribution Statements<\/strong><\/p>\n<p>A Contribution Statement is a listing of a contact&#8217;s donations within a certain time-period (most commonly at year end). These statements would then be sent to the donor for tax purposes. You might also call this a tax receipt or a giving statement.<\/p>\n<p>Statements are generated as a PDF based on your criteria and will generate one page per Contact. Using the standard version of this tool, you can choose from a selected few donation fields to display and the page orientation. For more full-featured customization options like adding your logo, other fields, and your own formatting, please refer to the <a href=\"https:\/\/donorsnap.com\/support\/docs\/custom-contribution-statements\/\">Custom Contribution Statements tool<\/a> instead.<!--more--><\/p>\n<p><iframe loading=\"lazy\" class=\"tscplayer_inline smart-player-embed-container-iframe embeddedObject\" style=\"overflow: hidden;\" src=\"https:\/\/www.screencast.com\/users\/DennisMueller\/folders\/Help Videos New Skin\/media\/2c0d20b0-d85c-47e0-9d43-837fd9647cd1\/embed\" name=\"tsc_player\" width=\"800\" height=\"376\" frameborder=\"0\" scrolling=\"no\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h2>Date Filters<\/h2>\n<p><a href=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/CStatements-DateFilters.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2475 size-full\" src=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/CStatements-DateFilters.png\" alt=\"\" width=\"1286\" height=\"244\" \/><\/a><\/p>\n<p>Most organizations will use the standard\u00a0<strong>DonationDate<\/strong> as the date filters for statements. However, if you use the <strong>AccountingPeriod<\/strong> for donations, change to that date accordingly if needed.<\/p>\n<h2>Contact Filters<\/h2>\n<p><a href=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/CStatements-ContactFilters.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2474 size-full\" src=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/CStatements-ContactFilters.png\" alt=\"\" width=\"1291\" height=\"238\" \/><\/a><\/p>\n<p>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.<\/p>\n<p>Choose your\u00a0<strong>Main Contact Label<\/strong> (statements can print either the Acknowledgement or Envelope Lines, depending on which you use). Most will use the default <strong>Acknowledgement<\/strong> field.<\/p>\n<h2>Donation Filters<\/h2>\n<p><a href=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/CStatements-DonationFilters.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2476 size-full\" src=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/CStatements-DonationFilters.png\" alt=\"\" width=\"1290\" height=\"385\" \/><\/a><\/p>\n<h2>Other Report Settings<\/h2>\n<p><a href=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/CStatements-OtherFilterOptions.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2478 size-full\" src=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/CStatements-OtherFilterOptions.png\" alt=\"\" width=\"1298\" height=\"740\" \/><\/a><\/p>\n<h2>Export your PDF Statements or an Excel File<\/h2>\n<p><a href=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/CStatements-Export.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2477 size-full\" src=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/CStatements-Export.png\" alt=\"\" width=\"1305\" height=\"270\" \/><\/a><\/p>\n<p>You can also create the\u00a0<strong>Viewer<\/strong> option of your statements, however most will use the PDF to Print Statements.<\/p>\n<h2>Using DataMiner Batches for your Contribution Statements<\/h2>\n<p>Examples include:<\/p>\n<ul>\n<li>Using a segment of only those who made multiple donations.<\/li>\n<li>Generating statements of only those who donated more than $250 total during the year.<\/li>\n<li>Create printed statements for those that do not have an email address<\/li>\n<\/ul>\n<p><a href=\"https:\/\/content.screencast.com\/users\/DennisMueller\/folders\/Training%20Handouts\/media\/d65289b3-0bfa-4ea8-a3c6-decdc8822b1f\/DMP%20and%20Contribution%20Statements.pdf?downloadOnly=true\">Download the guide<\/a><\/p>\n<p><iframe loading=\"lazy\" class=\"tscplayer_inline smart-player-embed-container-iframe embeddedObject\" style=\"overflow: hidden;\" src=\"https:\/\/www.screencast.com\/users\/DennisMueller\/folders\/Help Videos New Skin\/media\/fc07a7c2-b3c5-43a4-9162-e204db6e720c\/embed\" name=\"tsc_player\" width=\"800\" height=\"382\" frameborder=\"0\" scrolling=\"no\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h2>Related Pages<\/h2>\n<p><a href=\"https:\/\/donorsnap.com\/support\/docs\/custom-contribution-statements\/\">Custom Contribution Statements<\/a><br \/>\n<a href=\"https:\/\/donorsnap.com\/support\/docs\/email-contribution-statements\/\">Email Contribution Statements<\/a><br \/>\n<a href=\"https:\/\/donorsnap.com\/support\/docs\/contribution-statements-training-webinar\/\">Contribution Statements Webinar<\/a> (30 minutes)<br \/>\n<a href=\"https:\/\/donorsnap.com\/support\/docs\/dataminer-platinum-with-contribution-statements-training-webinar\/\">DMP Reports for Contribution Statements webinar<\/a> (30 minutes)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Reports &gt; Donation Activity &gt; Contribution Statements A Contribution Statement is a listing of a contact&#8217;s donations within a certain time-period (most commonly at year end). These statements would then be sent to the donor for tax purposes. You might also call this a tax receipt or a giving statement. Statements are generated as a &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/donorsnap.com\/support\/docs\/printing-contribution-statements\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Printing Standard Contribution Statements&#8221;<\/span><\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"epkb_post_type_1_category":[8,12],"epkb_post_type_1_tag":[14,16,15],"class_list":["post-634","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-communication-tools","epkb_post_type_1_category-reports","epkb_post_type_1_tag-receipts","epkb_post_type_1_tag-reports","epkb_post_type_1_tag-statements"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Printing Standard Contribution Statements - DonorSnap Support<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/donorsnap.com\/support\/docs\/printing-contribution-statements\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Printing Standard Contribution Statements - DonorSnap Support\" \/>\n<meta property=\"og:description\" content=\"Reports &gt; Donation Activity &gt; Contribution Statements A Contribution Statement is a listing of a contact&#8217;s donations within a certain time-period (most commonly at year end). 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