Contribution Statements

Sending annual Contribution Statements is an important part of donor engagement. These pre-formatted statements provide donors with a clear record of their giving history within a selected timeframe (most commonly the previous calendar year).

DonorDock provides ready-to-use Contribution Statements that you can print or email directly to donors.

What DonorDock Contribution Statements Include

Organization details

• Organization Name

• Address

• Logo

• EIN (Federal Tax Identification Number)

Donor details

• Donor's Name

  • Statements will generate the Addressee field first, and if no Addressee value is available, will generate the display name instead

• Mailing Address

• Gift Table with gifts in the set time period

Formatting

• Optimized for #10 double window envelopes to print to PDF

• Can be emailed directly to contacts

Statement types

1. Received Gift Statements that include dollar amounts

2. In-Kind Gift Statements that include item descriptions without dollar amounts

Set the Contribution Statement Message

Contribution Statements include a customizable Statement Message that appears on the statement itself. Once a Statement Message is saved, DonorDock will use that message on all Contribution Statements until it is changed.

You can update the Statement Message at any time from the Contribution Statement Report. Any updated message becomes the new saved message used for future statements.

If your organization uses the Donor Portal, it is especially important to keep this message current. Donors can view and download their Contribution Statements directly from the Donor Portal, and those statements use the Statement Message currently saved in DonorDock.

Consider using a year-round message that provides helpful context donors may need when reviewing their giving history.

Add the Donor Portal to Contribution Statements

You can also include your organization's Donor Portal URL directly in the Statement Message so donors can easily return to their giving history.

Add the following merge tag to the Statement Message:

{{organization.donor_portal_url}}

When the statement is generated, the merge tag inserts your organization's Donor Portal URL. Donors can use the link to sign in, review their giving history, and access their Contribution Statements.