Contribution Statements

🗓️ Time / Location

Wednesday, Sep 23 | 3:15 - 4:30

Ballroom C

👤 Trainer

Jennifer Nelson

📄 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

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