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.
Step 3: Choose who the statements are for
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.
Step 4: Select the time period
Choose the time frame for the statements.
Most churches select This year for annual tax statements.
Step 5: Generate statements
Click Generate.
Gracely will prepare all statements based on your selections.
Step 6: Review and print
You’ll see a preview of the generated statement, including:
Donor and church details
Date range
Donation list with funds and methods
Deductible and non-deductible totals
Final total amount
When ready, click Print statement to download or print.
What’s included in each statement
Each tax statement automatically includes:
Church name and address
Donor name and address
Giving period
Itemized donations
Deductibility status
Required contribution disclaimer
No manual formatting needed.
Good to know
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.
