Contents

• View existing contributions
• Export your list of contributions
• Email a contribution statement
• Print a contribution statement
• Print mailing labels
• Modify the contribution statement 

View existing contributions

All of your existing contributions can be found within Contributions > All Contributions. 

This is where you will also find an Advanced Search area, where you can apply a series of filters to narrow down the list of contributions that you are working with. The filters will apply to all list options: export, email or print.

If you want to view contributions as a chart, you can do so by clicking the Chart option at the top right, next to the search box. You can toggle back and forth between the Chart and List views, as needed.

Export your list of contributions

To export contributions: 

• Click the Export button at the top right of the list.
• Select a preferred grouping option: no grouping, by person, by family, or by family (excluding children).
• Click Export.

• An excel file will be downloaded, containing the contributor’s First and Last Name, Fund(s), Amount, Payment Method, Date, Notes, Batch, and Check Number if paid by check.

Email a contribution statement

These Contributions Statements are the end of the year statements and only include contributions associated with Tax Deductible Funds. 

For people who do not have an email, you can print their statement instead, print a mail label and send it to them via regular mail.

To email a statement: 

• Click the Email (✉) icon.
• Choose whether you would like to group the statement by family.
• Click Email Statement.

• You can now create and send your email message:
  • Select a template if you have created one previously. This is optional and you can save the message that you are currently writing, as a template, to use later. To save the template click Save this as template after you have written your full message. We recommend that you use merge fields to make templates more effective. See the section below for details.

• Enter the Subject of your email.
• Enter the email body. Here is where you can add the text you want to send, 
• Use merge fields in the email body to retrieve information from people’s profiles. These fields are dynamic, so if the profile details change, you can be sure that the field will retrieve it automatically every time, with no need to change the email template. 
• To add a merge field to your message, place the cursor where you would like to insert it, then select it from under the Add to body list. Click the 🕀 sign next to it, and it will be inserted into your email.
• You can delete a merge field just like any other text, e.g. with your backspace key. 

• Lastly, turn on Group by Family or Modify the Statement, if required.

• Click Send to send your email to all people within your contributions list (either full or filtered). The statement will be included as an attachment.

Print a contribution statement

To print a statement:

• Click the Print (🖶) icon at the top right of your contributions list. .
• Choose whether you would like to group contributions by family, or to modify the statement.

• Click Print Statement.

This will allow you to download a .pdf file that will include the statement, in accordance with your list criteria.

Print mailing labels

If you need to send statements via regular mail, you can also print mailing labels by following the steps below:

• Click the Print (🖶) icon at the top right of your contributions list. .
• Choose whether you would like to group contributions by family, or to modify the statement.

• Click Print Label.

• This will open your browser’s Print feature, which you can use to print the sheet of labels. The labels will include all people found within your list, according to your filters, if any. Each label will contain a Full Name, Address Line, City, State and Zip Code.

Modify the contribution statement 

You can modify the statement that is emailed to contributors. This can be done from under the Print Statement or Email Statement options, as well as from within the email editor.

Clicking the Modify Statement option in any of these places allows you to update the text that goes onto the statement, as well as the merge fields it includes. Merge fields can be added/removed the same way as within the email text editor.

Note: Please do not remove the [CONTRIBUTION_LIST] merge field, as this will retrieve the actual list of contributions that goes on your statement.

Click on Save when you are ready.