Generating Donor Statements

Within ExpensePlus, it's easy to generate donor statements for all of your donors. To Generate Donor Statements go to Donation Reports -> Generate Donor Statements

Note: If you want to get a statement for a single donor, the best way to do this is to go to Donation Reports -> Donations (by Donor), where you can select a donor and a date range and download a breakdown of the donations given just for that donor.

Many organisations include in the email or with the donor statement a thank you a letter, which is the same for all donors (i.e. only the donor statement is customised per donor) - however if you would like to use the donor data within ExpensePlus to create a mailmerge letter, then you can do - click here to find out more.

Generating Donor Statements

Within this screen, first select the date range, using the filters at the top of the screen. All Donors that have given during the date range selected will show, however, if you wish to just generate statements for a particular subset of donors, then the donor tag feature will allow you to do this.

The 'Fund' and 'Donation Methord' filters at the top of the screen allow you to include/exclude donations given for a specific fund and/or by a specific donation method.

To download donor statements, click the 'Export Statements' button at the bottom of the screen. A popup will appear that allows you to choose how you wish to download statements:

  • Print - this produces a single PDF file of all donor statements that you can easily print
  • Email - this produces individual PDF files as a zip file, each PDF contains the donor's name, so that you can attach the correct file to the email you send to each donor

Note: ExpensePlus doesn't offer an option to email donors directly, as donors would typically not be expecting to get an email from ExpensePlus - Donor Giver Statements are best to come from you :)

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