Contribution Statements
ChurchTrac simplifies generating contribution statements (AKA giving statements) for your church donors. This article covers how to print and email these statements.
- Viewing Giving History in Church Connect
- Printing Contribution Statements
- Emailing Contribution Statements
- Contribution FAQS
Viewing Giving History in Church Connect
If enabled, donors can log in 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.
Also, watch our Pro Tip video illustrating how members can access their statement in Connect.
Printing Contribution Statements
There are two ways to produce contribution statements. You can generate all of your donor statements at once from the Giving Screen's Reports tab or a family statement for a single family from the member's profile in the People screen.
Generating All Contribution Statements
In the Giving Screen, select the Reports tab at the top.
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 a donor has to meet to receive a statement.
You can also decide to include a Detail Section (which lists each donation by date, amount, and category) and a Pledge Campaign Summary.
Finally, click the "View Report" button. This will produce every statement in one PDF file for you to print.
Generating Single Contribution Statements
If you need to generate/print a giving statement for a single family, navigate to that person's profile in the People screen and select the "Giving" tab on their profile.
From here, select the "Family Statement" button. The report will automatically be generated for you to download or print from your device.
Emailing Contribution Statements
You can email contribution statements from the People screen. If you select the "Email" option, everyone in the Smart List you select will receive their statement at the email address you have on file for them in their People screen profile.
Navigate to the Reports tab in the People screen, then choose the Contribution Statement option (the last report in the list) and specify to email a report for each individual or family. Also, set the date range to cover the period you need reflected in the statement.
After selecting "View Report", the application will generate a report showing who received the email, whose email bounced, and who does not have an email address on file.
Watch our Pro Tip video to learn how easy it is to email contribution statements.
Contribution FAQs
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.