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Giving Statements

At the end of each year, your donors need a summary of their tax-deductible giving for their records. B1 Admin makes it easy to generate these statements for all donors at once.

Accessing Giving Statements​

  1. In B1 Admin, click Donations in the sidebar.
  2. Click Statements.

Generating Statements​

  1. Select the year from the dropdown at the top of the page. You can choose the current year or any of the five previous years.
  2. The page displays summary statistics for that year, including:
    • Total donors -- the number of people who gave
    • Total donations -- the number of individual donation records
    • Total amount -- the combined dollar amount of all giving

Downloading Statements​

You have two options for getting statements to your donors:

Download as CSV Files​

Click Download ZIP to download a ZIP file containing an individual CSV file for each donor. This is useful if you want to email statements individually or import them into another system.

Click Print All to open a printable view of every donor's statement in your browser. From there, use your browser's print function to send them to a printer. Each statement starts on a new page so they are ready to fold and mail.

tip

Run your statements early in January while your records are fresh. Double-check that your funds are correctly marked as tax-deductible before generating statements -- only donations to tax-deductible funds are included.

info

Giving statements only include donations assigned to funds that have the Tax Deductible setting enabled. If a fund is not marked as tax-deductible, its donations will not appear on the statement. You can manage this setting on the Funds page.

Next Steps​

If you need to review donation details before generating statements, visit the Donation Reports page or check individual batches.