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End of Year Giving Statements

Is it possible to have a report that is a SUMMARY or a TOTAL of giving receipts per individual? We are required to give a Giving Statement to each donor that includes our Charitable Trust number & our IRD (tax) reference number & a TOTAL covering a donor's giving for a tax year.

Hi Peter.


Under Financial > Reports, you can generate a Giving Statement that can be used to perform exactly that. You can specify the information that is shown as well in the giving statement.


Here's a few articles that might be of use to you.


How to Generate a Giving Statement.

How to Change the Information Displayed in a Giving Statement.

How to Change the Layout of the Giving Statement Template.


Hope this helps,

Stewart


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