My Contribution Statement

Basics

  • The My Contribution Statement page of the Portal allows an authenticated user to do the following:
    • View any fully processed, deductible donations created to that individual’s Donor record or to the individual’s spouse’s Donor record (so long as each spouse’s Statement Type is Family).
    • Generate and download a PDF statement for this year and the previous 4 years of donations. The PDF statement can be modified by changing the Contribution Statement Portal Resources.
    • Change their Statement Method by updating the Delivery Preference checkbox; this automatically updates their Donor record in MinistryPlatform.
  • Donations are shown so long as they are in MinistryPlatform, regardless of where the donation originated.
  • You can control the date through which statements can be viewed via the Statement Cutoff Date field on the applicable Accounting Company. This date should be updated about annually.
  • The default year on the My Contribution Summary page is automatically the prior year, as this is the most common reason people access this page. The default year automatically switches to the current year starting April 1. For example, the default year is 2016 from April 1, 2016, through March 31, 2017.
  • You can modify the statement in Portal Resource file on the Portal Admin page. A common modification is to add the [Date] token which will print today's date on the statement if printed.

 

Last Modified: 1/29/2019

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