Sending end-of-year giving statements doesn’t have to mean weeping and gnashing of teeth. Or paper cuts.
Here are two simple ways you can send giving statements with Faithlife Giving.
At the end of the year, Faithlife Giving will automatically email a year-end giving statement to your givers. It doesn’t get much easier than automatic emails!
In addition to the automated messages, you can also send year-end giving statements manually—in only a few clicks.
1. Navigate to your Finance Team
To begin, locate your church group on Faithlife.com and access your Finance Team from the Admin sidebar menu.
Only members of your Finance Team can view and manage donations to your church. You can easily invite others if they need access.
2. Select the Givers report
Next, select the Givers report in the Admin panel. This report lists all givers who have contributed to your church.
3. Download PDF giving statements
Select the giver’s name, scroll down, and click View statements.
Choose your envelope type, then click Download to save an individual PDF to your computer. The title will contain the giver’s name and the year. Attach the PDF to an email message to send it to the giver.
If you plan to print and distribute the PDF statements to multiple people, check the box for every applicable giver, expand the more options menu, and click View statements.
Clicking Download will save all the giving statements you selected in a single PDF.
Even better, when your givers have a Faithlife account, they can log in and see their giving history at any time.
Learn more in the Faithlife Giving Help Center.