With a busy December upon us, we here at Breeze realize that for most of you, Christmas isn’t the only thing on your lists.
It’s also that time to begin thinking about year-end reports and contribution statements. We’re here to help make this process as simple and painless as possible!
If you are new to contribution statements or would like a quick refresher, our Complete Guide to Creating Giving Statements is the place to begin!
This article provides short, step-by-step videos that will take you through the basics of generating statements within Breeze and customizing them to perfectly fit the needs of your church.
Here are some of our favorite statement-related videos from this article:
Customize the Columns that Appear
Include Non-Tax Deductible Giving
Generate Mailing Labels for your Statements
Create Statements for Donors who Gave Over $XX.XX
Print only for People without email addresses
If you’re interested in more advanced customization options or the logic behind statements, we recommend checking out these helpful articles:
Utilizing Statement Templates
Advanced Statement Functionality
Creating Statements for Someone Who Has Only Given to a Non-Tax Deductible Fund
For our Canadian organizations, we’ve created a resource that specifically describes how to generate contribution statements in accordance with the requirements of the Canadian Government:
Canadian Donation Receipts
Finally, if you’re interested in using your giving statements to include more than just contribution information (church vision opportunity!), this resource provides a little assistance in what you might want to include:
How to Make Awesome or Terrible End of Year Donation Receipts
We realize that contribution statements can seem a bit overwhelming, whether this is your first or twentieth time, but know that we really are here to help!
If you still have questions after checking out these resources, don’t hesitate to reach out!
Our stellar support squad is here to answer questions and provide best-practice solutions.
Reach us here: Breeze Support