Here you can preview an example of the Annual Giving Statements that you will be sending to your donors. This is a great time to review what the statements will look like and confirm the contact details that will be included.
If you need to update any contact details for your organization, click here for more information.
Formatting and design
The giving statements have been optimized to have a clear, complete summary of a donor's tax-deductible donations. The statements will include your existing logo and branding preferences already active in Pushpay. They have also been designed to be e-mailed and printed which will allow you to send printed versions to donors without an e-mail address.
The header showing the address and name of the recipient has been designed to fit US Window Envelopes #10. You will need to add your return address on the envelope. Your organization's logo, name, custom colors, EIN number and mailing address will be given on the statements. If you need to update any organization details that are displayed on your statements, click here for more information.
The statements will include all tax-deductible transactions, submitted through Pushpay, and given to your organization in the prior year. There is also a total to help your donors find the information they need quickly, as well as line items so they can check all the details. This will include the fund name, but not any memos or notes associated with the contribution. Individual Annual Giving Statements can be viewed from Community Members.
Once you're done, you can click the X in the upper right hand corner and continue on to Step 4: Generate Statements