Year End Giving Report for Donors
Do you need to print out a report for your recurring donors at the end of the year?
Go to the Payments Center on your website and select the
Donor Management tab. This will give you a list of all recurring donors.
Those reports are available to you in the Payments Center:
From here, you can select the individual name or email address of a particular donor. Highlight, copy and paste that name into the search bar of the Transactions/Reporting tab:
PRO TIP: Be sure to adjust the Date Range and select the specific account/subaccount for tax deductible donations.
Not all transactions that are processed online are tax deductible. You can also select Status: "Settled" to trim out any declined transactions or recurring charge authorizations that could confuse your donors.
Select the format (PDF or CSV file) you would like to download:
If you choose CSV file, you can format it as needed (delete many of the columns you don't need) and print on parish letterhead. The PDF version should be ready to print and send.