Contribution Statements

🗓️ Times / Locations

Monday, Sep 22 | 1:45 - 3:00 Rockbridge Reserve
Wednesday, Sep 22 | 9:45 - 11:00 Barn

👤 Trainer

Roslyn Brittain

📄 Class Topics

Contribution Statement Options

• Contribution Statements

• Contribution Statements Email

• Contribution Statements Line

• Contribution Statements Line Email

• Online Giving Statements

• Contribution Receipts

Configuring Contribution Statements

Formatting Options

• Close look at Configuring Ranges

• Email Statement Setup

  • Giving Unit Email Maintenance

  • Notices (Training on Notices will be offered in a separate class)

Online Statements

• Preparation

• Generate a Batch

• Reviewing the Statements

• Publishing the Statements

• Email Published Statements

• Retracting Statements

• Viewing and Downloading Statements

  • How to see if a Donor has viewed their Statement

📁 Related Resources