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Year-end donation statements: 8 essential tips for a smooth tax season
Send year-end donation statements quickly and easily with these 8 essential tips!
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Emily Jiles
·Product Marketing Manager
4 min read
Planning Center Blog
Statements
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Giving statements & tax receipts: pro tips & new updates
The new year is rapidly approaching, which means statement season (or tax receipt time, for our Canadian brethren of the north) is right around the corner! We have a few things to help you get through the season stress-free, and they’re all here in this blog! 1. A guide on how to generate statements in bulk. 2. Some updates to statement features in Giving that will improve the process for you this year. 3. A list of do’s, don’ts, and nice-to-knows of sending statements. 4. A list of h
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Jeff Berg
5 min read
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Joint Donor Statements
Annual statement season is a good time to connect with and thank your donors. This year, you can honor people who give together by addressing and sending statements to both people using the new Joint Donor feature in Giving. Joining Donors On the administrative side of Giving, there are a few ways to connect two people who give jointly. By visiting the People tab within Giving, you can see a list of everyone who is and isn’t currently a joint donor and edit their status from the list. Alterna
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Jeremy Ricketts
·Product Manager
2 min read
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Make A Statement!
Donor statements. If you manage the giving at your church you know that it's a major task. Most churches issue statements annually. Some do them quarterly. Some churches deliver them by email and only print them upon request. Some hand deliver statements for a period and then mail the rest. No matter when you issue statements or how you deliver them, PCO Giving has you covered. 1. Track & improve deliverability stats It's hard to email a statement to a donor when there's no email a
Jeremy Ricketts
·Product Manager
4 min read