Need to send printed Statements? You can do that!

Before You Begin: Review your Church Structure > Program records since each Donation must be distributed to a Program: 

• Only Tax Deductible Programs display. 
• Make sure each Program is assigned to the correct Statement Header so that it appears in the correct column of your statements.
• Make sure your Accounting Company record is updated with the correct logo and other information that will be sourced from this record for your statements.
• Many statements are filtered by Accounting Company. Each Program must be assigned to a Congregation that, in turn, belongs to an Accounting Company. A statement with an Accounting Company filter only lists Donations distributed to Programs of Congregations within that Accounting Company.

Printing ALL Donor Statements

1. From the Donors page, launch the Donor Standard Statment. If the statement has "Selected" in the title, only statements for the selected Donor records to print. If applicable, the male head of household name will precede the female head of household name on the statement.
2. Select your parameters.
3. Click View Report.
4. Export the resulting report to PDF for printing.

Preparing a Specific Donor's Statement

Occasionally a donor calls to ask for a donor statement (for example, it was lost, they never received it, a correction is needed). Rather than running the entire list of statements to get to just that Donor, there are reports designed specifically to return the statements of selected Donor records:

1. From the Donors Page in MinistryPlatform, select the Donor or Donors that require a statement.
2. Set current/unsaved selection in the selection drop-down to confirm that only the desired Donor record(s) are selected.
3. Click Reports > choose the Donor Standard Statement - Selected report.
4. Set your parameters. 
5. Click View Report.
6. Export the resulting report to PDF.