ChurchTrac simplifies the process of generating contribution statements (AKA giving statements) for your church donors. This article covers how to use ChurchTrac's giving software to print and email these statements.
If enabled, donors can login to Church Connect and download their giving history on a mobile device. Here is how they can view their giving history:
Download the above image to share with your donors how to view their giving history in your church app.
There are two ways to produce contribution statements. You can generate all of your donor statements at once from the Giving Screen's Report menu, or you can generate a single statement for a family from the Reports menu in the People Screen.
In the Giving Screen, select the "Reports" tab at the top.
On the following page, the "Contribution Statement" report is already selected. Just set the date range to whatever period you need the statement to reflect. Then choose to print statements for each FAMILY or INDIVIDUAL. You can also customize the minimum donation amount that a donor has to meet to receive a statement.
You can also decide to include a Detail Section (which lists each individual donation by date, amount, and category) and a Pledge Campaign Summary.
Finally, click the "View Report" button. This will give you a statement for every single donor.
There are occasions when you need to generate/print a giving statement for a single individual. To do this, navigate to that person's profile in the People screen and select the "Giving" tab on their profile.
From here, select the "Giving Statement" button.
The report will automatically be generated for you to download or print from your device.
Wondering what you should include in a Contribution Statement? Click the link below to learn more
In the People Screen, you can choose to either PRINT or EMAIL the statements. If you select the "Email" option, everyone in your Smart List will receive their FAMILY or INDIVIDUAL statement at the email address you have on file for them in their People screen profile.
To begin, navigate to the People Screen and select the Smart List that contains the names you want to use, or manually check the names you wish to use. Select the Reports tab and choose "General Reports". Choose the Contribution Statement option and specify if you wish to print or email a report for each individual or family.
After selecting "View Report", the application will generate a report for you showing which names were emailed successfully.
A document given to each donor that shows all of their donations during a specific date range.
We encourage you to read IRS Publication 1771 to determine this for your ministry.
This is likely due to your ad-blocking settings within your web browser. You will want to configure it to allow the ChurchTrac URL to open new tabs or download files.
The needs and preferences of your donors will vary from one church to another. Read our "What Needs To Be On A Contribution Statement" post to learn more.
The best way to record donations is to log into your ChurchTrac account as soon as you have received and counted donations. Doing this at least weekly will make the task manageable and ensure nothing is missing from your records.
Read our Contribution Statements in Canada article to learn more.