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Church Giving/Featured/Nonprofit Fundraising/Tutorials & How Tos

How to Generate Your Yearly Donor Statements

by Matt Chandler @givelify on January 10, 2019

It’s everyone’s favorite time of the year: financial and tax reporting season! At least, that’s how my accountant feels about it. With Givelify you have easy access to the reports you’ll need for your organization’s accounting and for your donor giving statements.

Here is a step-by-step walkthrough to generate your reports, as well as how your donors can download their own giving statements for their records. There is also a video tutorial at the bottom of this post.

Note: This reporting is found online, not in the Givelify app. For full dashboard functionality, you will need to use a computer and web browser.

Donor Statements

You must send your donor reports no later than January 31, so don’t wait. Here’s how to run the report that will generate each donor’s yearly giving statement.

To generate a donor statement, follow the instructions in the appropriate support article for your organization:

  • For churches
  • For nonprofits

In either case, you’ll need to select the Donors report type.

Your report file will list all of your donors sorted alphabetically by name, and will include their envelope or donor number (if you use this feature), complete contact information, and a breakdown of their donations by fund.

You can then import this file into whatever church, nonprofit, or financial management software you use. If you just use Excel for record keeping, you will need to copy-and-paste each donor’s information manually.

A Note On Information Security

Information security and privacy are a top priority at Givelify. If your report takes longer than 10 seconds to generate, you will receive an email with a secure link to your report.

By keeping your reports within the Givelify Dashboard, we are helping ensure the privacy of your organization’s donor and donation data.

Individual Donor Histories

Your members and donors can have their individual histories emailed to them at any time from within their Givelify profile. You can feel free to point them to our online support article “How do I get a report of all the donations I’ve made?” for complete instructions.

They will receive an itemized statement with all their donations to every organization made using Givelify. Here’s an example:

Sample Donor History
Click to enlarge

Keep in mind that these histories are not official charitable contribution statements and are for their record-keeping and reference only. In addition, these reports only reflect donations made through Givelify and do not include any cash, check, or other donation methods. You are still required to send them a yearly giving statement.

Video Tutorial

Tagsdonor reports end-of-year reports giving statements yearly reporting
Matt Chandler

Matt is dedicated to making the world a better place. He works passionately to help charitable causes use mobile technology to raise the funds they need. In addition to his role at Givelify, he volunteers with the Southside Animal Shelter and Kentuckiana Pug Rescue.

Related Posts

Year-End Giving Statements
January 5, 2020
Yearly Donation Reports: What You and Your Members Need to Know
Yearly Donation Reports: What You and Your Members Need to Know
January 18, 2018

2 Comments

  • Marilyn Sheppard
    February 2, 2020 at 1:10 pm

    I would like a copy of my 2019 donations to my church FIRST SAINT JOHN CATHEDRAL CHURCH. THANK YOU

    Reply
    • Basha Coleman
      February 17, 2020 at 11:30 am

      Hi Marilyn,

      To download a copy of your donations, check out this link: https://support.givelify.com/knowledgebase/how-do-i-get-a-report-of-the-donations-i-made/

      Reply

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