HOW TO GENERATE YOUR GIVING STATEMENT ONLINE...
IF YOU DIDN’T HAVE A USERNAME & PASSWORD, THIS IS WHAT YOU WILL SEE ONCE YOU CLICK ON SIGN UP BUTTON
ONCE YOU RECEIVE YOUR USERNAME AND PASSWORD… FILL IN THE FIELDS AND CLICK THE LOGIN BUTTON.
YOU WILL THEN BE TAKEN TO THE HOME PAGE, WHICH LOOKS LIKE THIS BELOW…
YOU CAN THEN CLICK ON THE INDIVIDUAL BUTTON OR FAMILY BUTTON. WE RECOMMEND THE FAMILY BUTTON FOR YOUR GIVING STATEMENT.
SCROLL DOWN TO THE BOTTOM OF THIS PAGE AND CLICK ON THE GIVING STATEMENT BUTTON
ONCE YOU CLICK ON THE GIVING STATEMENT BUTTON, YOU WILL COME TO THIS PAGE BELOW…
TYPE: FAMILY
DATE RANGE: LAST YEAR
SELECT BOTH DEDUCTIBLE & NON DEDUCTIBLE
YOUR CHOICE ON THE PLEDGE…
CLICK CREATE.
THIS WILL GENERATE THE GIVING REPORT FOR YOU AND YOUR GIVING IN THE PREVIOUS YEAR.