Step 1: Go to Giving

From the left sidebar, click Contributions → Giving.
This is where all donations, summaries, and reports live.

Step 2: Open the actions menu

In the top-right corner of the Giving page, click the three-dot menu (•••).
From the dropdown, select Print statements.

① In the ⋯ menu at the top-right of Giving, choose Print statements.

In the Generate Statement modal, select one of the following options:

All members (Individual statements)
Each donor receives their own statement.
All members (Grouped by family)
Donations are grouped into one statement per family.
Donors without member profile
Useful for visitors or one-time donors.

Tip: If you want statements for specific people only, go to the People page and use bulk actions there.

Choose the time frame for the statements.
Most churches select This year for annual tax statements.

Click Generate.
Gracely will prepare all statements based on your selections.

① Choose who to Print for. ② Pick the Time frame. ③ Generate.

You’ll see a preview of the generated statement, including:

When ready, click Print statement to download or print.

The statement preview lists each gift with its fund, method and whether it's deductible. ① Print statement.

Each tax statement automatically includes:

No manual formatting needed.

Only deductible funds are counted as deductible on the statement.
Non-deductible gifts are listed separately.
Statements reflect exactly what’s recorded in Giving, so always review entries before generating.