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Giving Statements

At the end of each Anno, your donors need a summary of their tax-deductible giving for their records. B1 Admin makes it easy Per generate these statements for all donors at once, saving you hours of manual work.

Prima di Iniziare

  • Verify that your funds are correctly marked as Tax Deductible -- only donations Per tax-deductible funds appear on statements
  • Ensure all donations have been recorded and any online transactions have been imported from Stripe

Accessing Giving Statements​

  1. In B1 Admin, Apri the menu della sezione in the angolo in alto a sinistra and Scegli Donations.
  2. Fai clic Statements.

Generating Statements​

  1. Seleziona the Anno from the dropdown at the inizio della pagina. You can Scegli the current Anno or any of the five previous years.
  2. The page displays summary statistics for that Anno, 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 Per your donors:

Scarica as CSV Files​

Fai clic Scarica ZIP Per Scarica a ZIP file containing an individual CSV file for each donor. This is useful if you want Per email statements individually or Importa them into another system.

Fai clic Print All Per Apri a printable Visualizza of every donor's statement in your browser. From there, use your browser's print function Per send them Per a printer. Each statement starts on a new page so they are ready Per fold and mail.

Suggerimento

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 Per tax-deductible funds are included.

Info

Giving statements only include donations assigned Per funds that have the Tax Deductible setting Abilitato. 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.

Avanti Steps​

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