We are able to produce Giving Statements, in the Donors section of the Finance module, by clicking the Giving Statements tab.
First, we’ll need to choose the date range for the Giving Statements we wish to produce. This will often be an annual statement, but we can produce a Giving Statement for any period we need.
We will then need to choose whether the statements will be produced for the giving to our different Legal Entities, our different Churches, or for the giving by specific Donors.
If we select Legal Entities, or Churches, we will be able to choose which Legal Entities, or Churches, should be included when the Statements are produced. If we select Donors, we will be able to select which Donor, or Donors, should be included.
We can then choose Aggregate Data, by switching on the Aggregate Data toggle. If this is switched on, the statement will show the total amount a Donor has given to each Campaign, rather than showing each individual donation. If we need to show each donation, we will need to keep the Aggregate Data toggle switched off.
Finally, we can click the Generate Statements button, and the Giving Statements will become available in the Downloads section. The statements can then be downloaded to our computer and printed, or be sent out by email.