Statements for Contributions
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To print statements of donations given for any time period you wish, click the Print Statements option on the Contributions Menu.
A number of different options allow you to select the type of information you wish to have appear, the time period the report should cover, whether or not a message should be printed either before or after the financial data is printed.
•Detail Statement. The detail statement shows each separate donation received, including the breakdown of split contributions. This may be important for printing statements in the US who are required to show proof of donations that exceed $250.
•Summary Statement. Only a summary of donations given to each account a re shown.
•Report Period Only Statement. This report contains only donations given during the report period.
•Year-to-Date Statement. This report contains total of all donations given during the year.
•Add Donations Detail for Report Period. This is a compressed report summary showing the donations given by each individual during the report period. When this item is selected, a check box is enabled to allow you to include those givers who did not contribute during the current period. See note at end of this help topic for more information.
•All Donations Summary for Report Period. This is a compressed report summary showing only names and the total amount given during the report period. When this item is selected, a check box is enabled to allow you to include those givers who did not contribute during the current period. See note at end of this help topic for more information.
•Pledge Statement #1. Pledge statements show amounts given toward accounts to which your members have pledged to give. You can set up any account to be a pledge account for any specific name in your file. Pledge statement #1 gives very basic information - YTD giving, amount pledged, and any balance due on the pledge.
•Pledge Statement #2. This pledge statement shows the current period's giving as well as the YTD giving along with the amount pledged and any balance due on the pledge.
•Pledge Statement #3. This pledge statement adds columns for the suggest YTD pledge payments and an amount ahead or behind.
•Pledge Statement #4. This pledge statement shows the same information as #3, but adds a separate Current giving column.
•Pledge Statement #5. This pledge statements shows only the amount pledged and the amount given. No other information, including non-pledge information is included.
When printing pledge statements, you may wish to confirm some options available to you before you begin printing. Click the Pledge Statement Options button to see your options:
•The Statements for Names With Pledges button allows you to determine if you want to print only the pledge statement for a pledger, or print a non-pledge statement as well for the pledger.
•The Alternative for Names Who Have Not Pledged button allows you to determine if you wish to print a statement for non-pledgers, and if so, which kind.
•The Unpaid Balances Wording box allows you to specify which wording appears on the pledge statements that show an unpaid balance remaining on the pledge.
The Report Date setting is crucial to getting an accurate pledge report. Always set the report date to be one day or so after the end of the period. For example, if you are wanting to report on pledges at the end of the quarter, set the report period for the starting and ending dates of the quarter, and then set the report date for one day later. Otherwise, the program will not calculate the correct amounts for ahead and behind.Report Date
This is the date that will appear on the statement header as the date the report is printed.
Set the starting and ending dates of the donations you wish to report. If the statement type you select displays it, donations received prior to the report dates will appear under the Prior column. Donations received during the report period will appear under the Current column. A Totals column will add the two together.
Special Note: Only names who have made donations during the report period will be included when statements are printed.
Set the Prior Period Start date to the date that should begin the period in which donations will be considered for reporting. Since CMD can track multiple years’ contributions data, you’ll need to set this date to make sure that only the donations you wish to be considered for the report are included. Generally you should set this date to the beginning of the current year, but you can also choose to select the first of any prior year, or even only a portion of the current year.
If you wish to include a standard message that will be printed on each statement, click the Statement Message button. The options include a choice to enter/edit the message. Another disables the printing of messages. Other options allow you to determine if the message comes before or after financial information.
Currently, CMD only sorts statements in alpha order. Additional sorts may be added in the future.
Select the return address you wish to use as the header in statements.
You may select either single or double-window envelope statements. If you do not use window envelopes, select the single envelope option. The only difference between the two is the alignment of the return address header and address information.
If you wish to add automatic statement numbering to your statements, check the Automatic Statement Numbering check box. When checked, the number you enter in the Starting Number box will be printed on the first statement. The ID Text will be printed in front of the actual number in case you’d like to identify it further. Enter only whole numbers in the Starting Number box.
Alter the margins as needed to make sure all the information gets properly printed on your printer. Defaults are provided which work with laser printers that accommodate the spacing required for window envelopes.
Check this box if you wish to include titles in names when they are printed in the name and address section.
If this box is checked, a dialog allowing you to select the individuals you wish to print will appear once you click the Begin Printing button. Highlight the names on the list you wish to print and click the button to include the name in the printed report. Only the names you select will be printed.
Check this box if you wish to include envelope numbers in the report.
When the All Donations Summary for Report Period or All Donations Detail for Report Period form is selected, this check box becomes enabled. When this report is generated, only those names who contributed during the report period will be included in the report unless you check this box. When checked, all givers with any donation recorded during either the report period or prior period will be included.