Contribution Statements

CDM+ enables your organization to be good stewards of the financial resources entrusted to it. CDM+ will help you provide contributors with timely and accurate Contribution Statements (or Giving Statements). You can easily generate those statements in a variety of formats: printed statements, email statements, and receipts.

Contributions Reports menu in CDM+

Reports >Contributions Reports >Statements/Receipts >Contribution Statements

You can also access these reports from the Reports tab of the Welcome to Contributions window.

Report Tab of the Welcome to Contributions Window

Determining the Content of Statements/Receipts

The basic configuration of giving statements is to produce a statement for all giving units that have contributed within the particular date range you specify.

Search tab

For Giving Statements, there are four areas, or panes, on the Search tab of the report setup window:

  • Date/Range Selection
  • Giving Funds
  • Event
  • Payment Types

 

Giving Statements Search Tab

Search Tab >Date/Range Selection

Choose the date range for your Giving Statements

Select either Deposit Date or Contribution Date, then enter the date range to include on the report.

The default configuration will generate statements for only those Giving Units which have contributed within the specified date range.  

Use Ranges/Configure – Once you've enter the low and high ends of your Range, you are presented three options.

Configure Ranges

Calculate range on any single breakdown item – this bases the range selection on any single entry line (giving fund).

Calculate range on total contribution – bases the range selection on total of any single contribution, regardless of fund split.

Calculate range on report date selection – bases the range selection on total of giving within date selection.

For example, Robert Jones gives $400 total and you enter one entry splitting the gift as $200 to General and $200 to Building. Robert Jones also has previously given $50 on 1/1 and $100 on 3/31.

If you configure your range selection to include $250 - $999,999.99, option 1 would not include this gift nor any other gift – he would not have a statement produced. Option 2 would include this gift, but would not include the other two gifts. Option 3 would include this gift, and would include the other two gifts since the grand total ($550) was within the range.

Search Tab >Giving Funds

Choose which Giving Funds will be included

Be careful of your selection in this area. The All radio button applies to every giving fund you've defined in CDM+ Contributions, including those flagged as Inactive on the Giving Funds window. In short, ALL MEANS ALL! If you wish to exclude Inactive funds from your report, you must activate the radio button next to Selected.

If your goal is to include all Giving Funds except those marked as inactive, follow these steps:

  1. Activate the radio button next to Selected.
  2. Uncheck (make sure there is NO checkmark in) the box next to Show Inactive.
  3. Click the All button at the bottom of the list of Giving Funds. 

 

If your goal is to include only some of your active Giving funds, follow these steps:

  1. Activate the radio button next to Selected.
  2. Uncheck (make sure there is NO checkmark in) the box next to Show Inactive.
  3. Click the None button at the bottom of the list of Giving Funds to de-select all funds. 
  4. Scroll down the list of available funds, check only the ones to be included in your report.

 

If your goal is to include some inactive Giving Funds, follow these steps:

  1. Activate the radio button next to Selected.
  2. Check the box next to Show Inactive.
  3. Click the None button at the bottom of the list of Giving Funds to de-select any checked funds. 
  4. Scroll down the list of available funds, check only the ones to be included in your report.
    NOTE: Inactive Giving Funds will appear with an asterisk next to the name of the fund.

 

You can also use Giving Fund Sets to select which funds to report on.

Search Tab >Event

Select Events for your Giving Statements

If you enter contributions by Events, ensure that you select the appropriate Event Code(s). If you don’t use Events, select either All or N/A.

Search Tab >Payment Types

Choose which Payment Types to include on your report

For Giving Statements and Receipts, you will generally leave All selected under Payment Types so all gifts will be included. For some reports, you may wish to see only those gifts made by cash, check, ACH, or Debit/Credit cards. Activate the radio button next to Selected in order to choose only certain Payment Types.

Report Tab

The Report tab on the Contributions Statement report setup window determines what information will appear on the statements you generate.

The Report tab of the Giving Statements report setup window

There are five areas on the Report tab of the Giving Statements report setup window:

  • Sort Order
  • Giving Unit Selection
  • Report Columns
  • Giving Unit Options
  • Include

 

Report Tab >Sort Order

Sort by Name, Giving Unit Code, Pending Code, or Zip Code:

Sort statements by name, zip code, or other criteria

Report Tab >Giving Unit Selection

Print a single statement, or a range of statements. Leave blank to print All.

Select which Giving Units will receive statements

Report Tab >Report Columns

Choose Total Only, or activate the radio button next to Selected to detail up to six (6) selected Giving Funds on the report. 

Detail up to six Giving Funds in columnar format on Giving Statements

Report Tab>Giving Unit Options

If you wish to print statements for all Giving Units that pledge or give, run the report once to print statements for those who have given, whether pledged or not.

Run the report a second time, on the Report tab check Print only Giving Units with a pledge record AND on the Search tab check Use Ranges, click Configure and activate the radio button for Non-Giving Units. This will result in statements printing for those few people that have a pledge but who have not contributed.

Configure CDM+ to print statements for non-giving units

Report Tab >Include

By default, a Contributions Statement will not be printed for those Giving Units which are marked as "Inactive," "Does Not Receive Statement" or "Send Email." If you wish to generate a printed statement for a record marked as such, use the checkboxes under Include to override this default and generate a printed statement.

 

If you wish to print statements for all giving units, whether they have given or not, check “Use Ranges” in the Contribution Ranges selection. Then click Configure and activate the radio button next to Range. Enter 0.00 and 99999999.99 or something that exceeds your highest giver’s total. This will result in statements printing for basically all giving units.

Configure CDM+ to print statements for ALL giving units

Format Tab

Your choices on the Format tab determine how the information will be presented on the giving statement.

Select which Giving Unit Name format to use and an Address Option – Primary, Alternative, Current or None.

Under Total Options, select whether you want Quarterly Totals to print.

Messages Tab

This Report Setup window tab, unique to Giving Statements, is where you enter any message you wish to have appear on all giving statements. Note that you can enter different messages for givers and non-givers.

Logo Tab

Logos or watermarks can be added to many reports in CDM+ 10.1 and later. Review CDM+ Fundamentals for more information on adding logos to reports.

 

 

A sample Giving Statement from CDM+ Contributions