Printing Donor Giving Statements (PDF)

Learn how to print donor giving (contribution) statements and mailing labels in your People Software (ChMS) for year-end tax reporting or any custom date range.

Important! We've recently updated the process to print giving statements. While this article has been updated to reflect the new process, you can find an overview of the changes here.

Before You Begin

Make sure you’ve completed these steps:

Confirm your Giving Statement Template is set up according to your ministry preferences.
(See Customize your Giving Statement.)
Test print a few statements to verify:
- Placeholders populate correctly.
- Layout and content appear as you expected.

Pro-Tip: You can test by printing individual statements for a few donors or create a temporary test group of 5-10 donors for a quick check.

Steps to Print Statements

Click Reports → Giving → Detail.
Select a Date filter (e.g., Last Year, Date Range - below).
If needed, select additional filter criteria, then click Apply.
Towards the top right, click Export, then select Print Statements.
On the screen that appears, select a Giving Letter Template from the dropdown.
Scroll to the bottom of the screen, then select giving statement preferences:
- Sort [Statements] by Name: Sorts by Last Name, A-Z.
- Sort [Statements] by Zip Code: Sorts by Zip code, starting with the lowest number.
- Include All Individuals With Active Pledges, Even If They Made No Contributions During this Period: Statements and labels will be generated for donors with active pledges who have not contributed within the selected date range.
- Include Alternating Row Colors: Adds a light-gray background to every other contribution row for readability (example below).
After making your selections, click Go. When you do, you'll see this confirmation message.

Note: When you click Go, your giving statements are entered into our system queue and will be processed behind the scenes. Feel free to work on other tasks. Your work won't slow down or interrupt processing 😊
Once your printed giving statements and labels are ready for download, you'll receive a confirmation email at your primary email address and an in-app Notification (the bell icon at the top right of the header). Examples of each are below.

Email Notification:

Note: Clicking View Statements opens the in-app Notification (below).

In-App Notification:
Within the in-app Notification, click the Print Statements link to download your statements and labels (see above). A zipped folder that contains your statements and labels will be downloaded to your computer.

Note: The zipped folder title begins with a series of alphanumeric characters and ends with "giving_statements" and the date the statements were generated.

If you're having trouble finding this folder, look in your computer's Downloads folder. (Downloads are typically found here.) If needed, try searching for "giving_statements".
Double-click the zipped folder to open it.
Inside, you'll find three folders (above):
- Giving Statements
- Mailing Labels
- Separate Giving Statements for individuals who don't have an address on file.
Open each folder and download your files. All files are in PDF format.

Important: When printing giving statement labels, use Avery 5160 label sheets.