Annual Giving Statements can now be generated through Pushpay. When utilizing the two-way integration between Pushpay and Church Community Builder, there are a few things you will need to know if you are planning to provide donors with statements that include transactions that originated from within CCB and Pushpay.
The two-way integration does not support multiple fund statuses
At this stage, the two-way integration with Church Community Builder inputs all CCB originated transactions into one Fund in Pushpay. You will not be able to exclude any contributions which are non-tax-deductible once they are in Pushpay. It is your responsibility to ensure you only have tax deductible gifts included in the statement.
Pushpay does not support split giving. If you have enabled split giving within CCB, this will not be reflected on Annual Giving Statements generated in Pushpay.
Please submit a request with our support team with any questions you may have as you begin to prepare your statements.