Giving statements

Trellis makes a contribution statement for every household that gave during the year, from every gift it has recorded: online, recurring, and cash or checks from the plate. Admins and people with the Finance role can open any statement. A giver who signs in can open their own.

For the full January checklist, see Year-end statements.

Open the statements

1. Open Giving, then Statements.
2. Pick the year with the buttons at the top right. In January, the page opens on the year that ended.
3. Each row is one statement, with how many gifts and the total. Press Open on a row to see the statement.

The line under the title tells you how many statements there are, the total to named givers, and any amount unassigned: gifts with no person attached, such as loose cash. Those don't go on anyone's statement.

One statement per household

Gifts from people in the same household go on one statement, under the household's name and address. Someone who isn't in a household gets a statement of their own. When a household has more than one person, the statement has a From column saying who gave each gift.

So a couple who give separately get one statement together, as long as they're in the same household in People. See Person records for households.

What's on a statement

• The church's name and logo, and the EIN if you've entered it.
• "Contribution statement", the year, and the date it was prepared.
• The household's or person's name and address.
• Every gift that year: the date, who gave it (for a household of more than one), the fund, how it was given, and the amount.
• A total for each fund, when there's more than one, and the total for the year.
• The sentence the IRS asks for: no goods or services were given in exchange, other than intangible religious benefits, and that the church is exempt under section 501(c)(3).
• Any extra wording you've added, and the church's contact address.

Add the EIN and your own wording

1. Open Giving, then Settings (admins only).
2. Under Statements, enter the EIN.
3. Add Extra wording on year-end statements if you want it, such as "Questions about this statement? Call the church office."
4. Press Save.

Until an EIN is entered, the Statements page reminds you that statements print without one.

Print or save as a PDF

Open a statement and use your browser's Print. Choose a printer, or choose to save as a PDF. Do one statement at a time; there's no single file with every statement in it yet.

Send statements to givers

Sending every statement by email at once isn't in Trellis yet. For now you can:

• Print them and mail them.
• Save one as a PDF and attach it to an email.
• Point givers who sign in to Trellis to Your giving. Each year there has a Statement link to their own.

On the Statements list, a row marked "no email on file" is a household where nobody who gave that year has an email address.

Fix a statement

A statement is built from the gifts each time you open it, so fix the gifts and the statement follows:

• A gift on the wrong person: on Gifts, press Edit and change Given by.
• A wrong amount on a cash or check gift: press Correct. See Gifts and funds.
• Two people who should share a statement: put them in the same household in People.
• A missing address: add it to the household or the person in People.

Still stuck? Ask Silas