Review, Print, And Email Contribution Statements

One of the most common tasks for organizations is preparing a statement for each donor that shows all of their giving for a particular date range. This is typically called a giving statement or contribution statement. In this lesson, we will guide you through the basics of contribution statements.

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Topics we will cover in this lesson include:

• Donations By Contact Report [0:30]
  The Donations by Contact report is a list of donors and their total donations. To begin generating contribution statements, you’ll want to start with this report. Go to the Donations by Contact report or the Donations by Household report in Aplos. Need help? View the resource for generating reports in the Support Center.
• Generating Contribution Statements [1:30]
  Contribution statements are essentially thank you letters to your donors acknowledging their gifts throughout the year. We will show you how to produce and deliver contribution statements to your donors. Need help? View the resource for generating contribution statements in the Support Center.
• Customizing Contribution Statements [3:35]
  With Aplos, you can customize the contribution statements your donors will receive. For example, you can insert your organization’s logo and add a custom message to make your statement easily identifiable and personally appealing. We will show you how to choose between a summary or detailed list of contributions for your donors. Need help? View the resource for customizing contribution statements in the Support Center.