Generate tax-ready statements
in minutes
Create professional, IRS-compliant giving statements and deliver them to donors via email or print. All giving is automatically tracked throughout the year — no manual data entry required.
Total Income
$284,520
+12%
Expenses
$198,340
-5%
Net
$86,180
+18%
New Donation
+$250 received
Features
Powerful Statement Features
Everything you need to thank donors and meet IRS requirements
Professional Statements
Generate beautiful, tax-compliant giving statements with your church logo, address, and IRS-required language. Ready for donor tax filing.
One-Click Email Delivery
Email statements directly to donors with one click. Send to all donors at once or select specific recipients. Automatic delivery tracking.
PDF Download
Download statements as professional PDFs. Print for donors without email or generate bulk PDFs for mailing.
Flexible Date Ranges
Generate statements for any date range. Standard year-end statements, quarterly summaries, or custom periods for special campaigns.
Individual or Bulk
Generate a single donor statement or all donor statements at once. Efficient bulk processing for year-end season.
Customizable Templates
Add your church branding, customize the message, and include additional notes. Make statements personal and professional.
Automatic Tracking
All giving is automatically tracked throughout the year. No manual data entry needed — statements are always up to date.
Scheduled Sending
Schedule statements to send automatically at year-end. Set it and forget it — donors receive statements without manual work.
Preview Before Sending
Preview exactly what donors will see before sending. Verify amounts and check formatting to ensure accuracy.
Print-Ready Format
Download statements in a print-ready format. Designed for standard letter size with proper margins for mailing.
IRS Compliance
Statements include all IRS-required elements: church name, address, EIN, donation dates, amounts, and no-goods-received language.
Thank You Messages
Include personalized thank you messages with each statement. Show appreciation while fulfilling tax receipt requirements.
Generate year-end statements for all donors in minutes
Email directly or download PDFs for mailing
IRS-compliant format with all required elements
Automatic giving tracking — no manual data entry
Schedule automated year-end delivery
Use Cases
Real-world applications
Year-End Giving Statements
Generate statements for all donors at once in January. Email directly to donors with email addresses, print statements for others.
Campaign Acknowledgments
Send contribution statements after capital campaigns or special fundraisers. Thank donors while providing tax documentation.
Quarterly Giving Updates
Send quarterly statements to keep donors informed of their giving progress. Great for pledge tracking and engagement.
On-Demand Donor Requests
Quickly generate a statement when a donor requests one. Select the donor, choose the date range, and email or print instantly.
FAQ
Frequently Asked Questions
Everything you need to know about this feature
Are the statements IRS-compliant?
Yes! Statements include all IRS-required elements: church name, EIN, donation dates and amounts, statement that no goods or services were provided, and your tax-exempt status.
Can I customize the statement template?
Yes! Add your church logo, customize the thank you message, and adjust formatting. Statements look professional and match your church branding.
How do I send statements to all donors at once?
Use bulk statement generation. Select the year, choose email or PDF, and send to all donors with one click. Progress tracking shows delivery status.
Can donors download their own statements?
Yes! With the donor portal enabled, donors can log in and download their giving statements for any period without contacting your office.
Still have questions?
Contact our support team