We know how crucial it is for churches to send timely and accurate giving statements to their donors. At TouchPoint, our goal is to make this process as seamless as possible for you. Here are some helpful tips and tools to ensure your end-of-year contribution statements are prepared and distributed with ease:
- Multiple Delivery Options: Giving statements can be mailed physically, links can be emailed, or donors can retrieve their own statements anytime they need.
- Customization Is Key: Make sure your church’s information (statement header) is correctly displayed at the top of the statement by customizing it beforehand.
- Include a Cover Letter: Create and personalize a cover letter to accompany your statements for a more personal touch. You can find detailed instructions here.
- Non-Tax Statements: If you need to issue statements that only include non-tax-deductible items, use the “Non-Tax Statements” setting under Admin > Advanced > Settings > Finance > Statements. Note: Your IT staff may need to add additional code to the Statement Template Body HTML for this option. See code information in the same document a little farther down the page.
- Direct Access Links: Email a special URL to your donors that takes them directly to the “Statements” tab on their TouchPoint record once they sign in. Replace “mychurch” in the following link with your church’s database name: https://mychurch.tpsdb.com/Person2/0/Statements
Donors can also access their statements from the TouchPoint Mobile app. - Go Paperless: Some donors may prefer not to receive paper copies. They (or your TouchPoint Admin) can update their preferences in the Giving > Statements tab on their record to reflect an “Electronic Only” option.
We’re here to help streamline donor communication efforts, allowing you to focus on what matters most—building relationships and growing your ministry.
If you have questions or need further assistance with giving statements, please don’t hesitate to contact our consulting team at [email protected].
We at TouchPoint Software are grateful to partner with you for all your church management software and giving needs!
