Generating Donor Statements

This article explains how to generate and export donor statements within ExpensePlus.

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.

Many organisations include a thank you a letter in their donor statement emails, or with the donor statement itself. This thank you letter is usually 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 mail merge letter tailored to each donor, then you can do this - click here to find out more.

Generating Donor Statements

Within the Generate Donor Statements 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 generate statements for a particular subset of donors, then the 'Donor Tags' filter will allow you to do this.

The 'Fund' and 'Donation Method' 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.

Exporting Donor Statements

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:

• To Print - this produces a single PDF file of all donor statements that you can easily print
• To 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

To better understand the Manage Donors module, please view the module overview here.