Contribution Statement Checklist (5 Things)
Contribution statements (AKA Giving Statements) are a valuable way for us to connect with our people as they give faithfully to the church. Before you generate your statements to give to your donors, here are 5 things to check before sending them to your donors.
1. Verify Donor Addresses
Make sure you have current addresses for all the people that gave. The last thing you want to do is send out a Contribution Statement and have it returned because that person has moved.
2. Verify Your Church Address
You need to have your ministry/church address entered so that it appears on the statement. Do this by going to SETTINGS > ADMIN SETTINGS > YOUR CHURCH INFO.
3. Upload Your Logo
Having your church logo appear on a giving statement helps your people know who it came from at a glance. You would be surprised how many contribution statements get thrown away simply because donors didn't recognize the mail and thought it was junk! Learn how to upload your logo in ChurchTrac ›
4. Customize Your Contribution Statement Options
You may have a message or something specific you need to tell your donors on their giving statements. To overview your Contribution Statement Options, go to SETTINGS > ADMIN SETTINGS > REPORT SETTINGS. Here you can adjust things like your address location, header, footer & more.
5. Check Your Categories
Be sure ALL Income Categories that are used for recording contributions are marked correctly as Tax Deductible or Not Tax Deductible. Categories marked as "Not Tax Deductible" will not appear on giving statements.
Need help using our church giving software?
Don't hesitate to reach out to our team by creating a support ticket. We also have an awesome Facebook Group you can join as well. I know I'm biased, but it's my favorite FB group 😎
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