Giving Statements Filters

To send giving statements, you first have to select and refine the list of donors you want to send giving statements to. From FilterFilter gifts, select an existing constituent list you want to work with, then define the date range to narrow the list by donors who gave during a specific time. The constituent list is saved under Giving statements, Constituents, which means you can use the same list year after year or month after month, and you only need to change the gift period. Finally, choose if you want to include constituents who have already been sent a statement for the selected period.

  1. From select constituents from a saved list, enter the name of an existing list.

    Tip: To create a new list for giving statements, select Cancel, and navigate to List, Constituents. For more information, see Lists.

  2. To include constituents who gave during a specific time frame, such as Last calendar year or Last quarter, select Gift period and choose the date options.

  3. Choose whether to include constituents who have already received a giving statement for the selected date range.

  4. Select Apply.