You can set Faithlife Giving to publish statements and notify givers at the end of the year. In addition to the automated messages, however, you can also download or print year-end giving statements for any giver.
Note: Learn how to customize the settings and design of your church's statements and notification emails.
1. Navigate to your Finance Team.
To begin, locate your church group on Faithlife.com and access your Finance Team from the Admin sidebar menu.
Only members of your Finance Team can view and manage donations to your church. You can invite others if they need access.
2. Select the Givers report.
Next, select the Givers report in the Admin panel. This report lists all givers who have contributed to your church.
3. Download PDF giving statements.
Select the box next to any giver’s name (to view statements for multiple givers, select multiple giver rows), click the actions button, and select View Statements.
Note: You can filter visible givers with the dropdown menus above the table, deciding which givers to show for which time period. Important: If printing statements in January for the previous year, be sure to select From last year in the dropdown. Additionally, you can search via the search bar to find a specific giver.
Choose your desired format from the dropdown menu above. This will format the statement so the name and address will fit the window of your desired envelope. Click Download icon to save a PDF to your computer or the print icon to print the statement.
If you've selected multiple givers, clicking Download will save a single PDF containing giving statements for all the names you selected.
Note: Because Faithlife Giving requires an email address in order to give online, you can locate an email address for any giver who gave online. Typically downloading groups of statements is best only if you either already have physical addresses for your givers or if you can hand-deliver them.