Giving Statements will enable you to send tax statements to your community through Pushpay covering an annual, quarterly, or custom time period. These statements will include all tax-deductible donations recorded in Pushpay and will be formatted to meet IRS requirements for charitable contribution receipts.
Steps to issuing Giving Statements
- Prepare for Giving Statements
- Step 1 - Configure your statements
- Step 2 - Generate your statements
- Step 3 - Issue your statements
Please Note: The Giving Statements feature is currently only available to church partners located in the US. While statements have been designed to meet IRS requirements, it is still your responsibility to ensure statements are compliant.