A giving statement for one person (year to date)
Print or save a statement of everything one person gave this year or last year — for their taxes or when they ask “how much did I give?”.
Who does this: Office staff4 steps
Before you start
- Your login has “See reports & statements”.
- 1
Open the person
Find and open the person.
The statement links under the person's details. - 2
Choose the year
Under their contact details, click this year's statement (for example “2026 statement”) or the year before.
This year's statement, and last year's. - 3
Print or save
The statement opens with your organization's details and each gift. Click “Print / save as PDF”.
Print or save the statement. - 4
For the whole family
Open the person's Household (in the “Shul & dates” box) and click the household statement there.
Tips
- Statements go in the person's language if you set it on their page.
- For everyone at year end, use Insights → Year-end packet instead of one by one.
If something isn't working
It says “You don't have access to that page.”
Statements need the “See reports & statements” permission. Ask an admin to tick it under Settings → Team & roles.
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