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Year-End Checklist

 
Year-end is a busy time in the Contributions department! Use this checklist as a way to help make the statement process a little easier :)

Configuration

  • Review and update your Accounting Company. Common updates might include:
    • Statement Cutoff Date
    • Logo
    • Pledge Campaign
  • Review and Update your Programs. Be sure to check:
    • Pro tip: The Stewardship Info views will show you want you need to know at a glance

Data Clean Up

  • Combine any remaining Duplicate Contacts using the Combine Contacts Tool.
  • Review the applicable "fix views" (outlined in here) to correct potential data issues.
  • Create your own custom views to find additional potential data issues like people set up to receive online statements who don't have an email address.
  • Use Mass Assign (carefully and when appropriate) to quickly clean up things like Donor's Statement Type or Statement Method.
  • Leverage the Trim Selection Tool to trim selections for missing addresses, emails, etc.
  • Leverage the Transfer Selection Tool to remove one selection of Donors from another like those who gave less than $100 from Donor's set to receive paper statements.

Paperless Statements & Electronic Communication Tips

  • Send Emails using Message Templates in the New Message Tool. Point your Donors to the My Contribution Statement Widget with these common communications:
    • Information Update Request // Is your email and/or address up to date?
    • Online Statement Sign Up // Encourage paper statement Donors to sign up for online statements!
    • Online Statements Available // Thanks for your faithful support!
Check out the My Contributions Widget + Standard Statements = Statement Season Success Webinar (or watch it again!) to learn how to fully leverage these powerful tools! And if you're not using Standard Statements, here's everything you need to know to get them up and running.
  • Send a Text Message using the New Message Tool. You can even schedule the text to send on a specific day and time! Fun communications might be:
    • Sign up for Online Statements! Get your statement sooner and save the church money.
    • Online Statements links sent today! Check your inbox.
    • Paper Statements mailed today! Check your mailbox next week.

Paper Statements & Bulk Mail Tips

Want to send paper statements? You can do that!

  1. Stewardship > Donors (or Contributions > Donors)
  2. Reports > Donor Standard Statement
  3. Select Parameters
    • Accounting Company: Your Church's Accounting Company.
    • Statement Year: The year you're printing statements for.
    • Gave at Least: The minimum amount you want to generate printed statements for.
    • Sort Order: Select Postal to print statements in Postal Cord order for easy-peasy bulk mailing.
    • Pages: Select print "1 Page Only" statements first. Then, change to "2 Pages" and print those statements (you could even print the 2 page statements front and back to save paper). Proceed with 3 pages, 4 pages, etc. Printing these separately makes the next steps of folding, stuffing, sealing and labeling for bulk mail much easier!
    • Group/Segment: Statements are broken into groups of up to 1,000 per year and Accounting Company to create smaller batches of statements to run at one time. For example, if there are 5,420 statements this year for your Accounting Company, you will be able to select one of six segments to generate and print.
    • Show: Select the options you'd like to show on the statement.
  4. View Report
  5. Save to PDF
  6. Print
  7. Have an envelope stuffing party and send those statements on their way!