Contribution Statements

Holy generates contribution statements that donors can use for tax purposes.

Generating Statements

1. Go to Giving > Statements
2. Select the date range (typically January 1 — December 31)
3. Choose to generate for:
   • All donors — Statements for everyone who gave in the period
   • Specific donors — Select individual people
4. Click Generate

Statement Contents

Each statement includes:

• Church name, address, and EIN (tax ID)
• Donor name and address
• Date range covered
• Itemized list of donations (date, amount, fund)
• Total contributions for the period
• Tax-deductibility disclaimer

Delivery Options

Year-End Process

At the end of each calendar year:

1. Review all donations for accuracy
2. Generate annual statements for all donors
3. Email statements to donors with email addresses on file
4. Print and mail statements for donors without email
5. Statements should be delivered by January 31 for the prior tax year