IRS compliant annual, quarterly, or custom period giving statements can now be created through Pushpay. All contributions recorded or processed in Pushpay will be listed on individual giving statements. Giving statements will include gifts given digitally through web, kiosk, Pushpay app, or custom church app. They will also include all gifts that have been entered into Gift Entry as well as Check Deposit and Transaction Import.
What to expect:
Giving statements will list all tax-deductible transactions that have been recorded in Pushpay. The statements will be formatted to meet IRS requirements for charitable contribution receipts. Your organization will be shown as the recipient of contributions on the giving statements, which can be sent digitally to donors by email through Pushpay, or downloaded for printing and mailing.
General (Giving Statements Tab)
- When can I generate statements?
Giving Statements can be generated 10 days after the end of the statement period. This means annual statements can be generated from January 10 of the following year. Quarterly statements can be generated from April 10, July 10, and October 10. If you wish to generate statements for a custom period of time, the end date you select must be at least 10 days before the current date.
- How does it work?
Giving Statements will be generated and sent in 3 easy steps. You can read more about how to prepare and send your statements in the Giving Statements tab of our platform.
- What do you mean by “sent digitally to donors by email through Pushpay”?
Legally, the IRS only requires that you send your donors a properly formatted Giving Statement. Whether you send that physically or digitally (by email) is up to you (see IRS publication 1771 here). We have made this process easy for you, by enabling you to deliver compliant statements via email for all donors that have an email address listed within Pushpay.
- Will gifts given on the last day of a period be included in the right statement? What if the gift is not processed until the next period?
Gifts will always be included in the period in which they are given. Waiting for at least 10 days from the end of the statement period to generate statements ensures that enough time has passed for transactions to be processed. If you're using Gift Entry to enter gifts from one period on a day that is in a different period (for example, working on Monday the 1st to enter gifts that were given on Sunday the 31st), be careful to correctly record the date that the gift was given on to ensure it is included in the correct statement period.
- What if a donor’s email address is not in the admin portal?
You will be able to add an email address to their profile in our system. If you do not have an email address, you will be able to download and print out their giving statement and deliver it in person or through the mail.
- What if I want to keep a copy for our organization’s records?
Our system will keep a record of all statements prepared and generated in the portal. These statements will be assigned to an individual community member, and will be downloadable if necessary. In addition, after generating your statements you will have the option to download all of them in bulk.
- What happens if members have questions about their Giving Statements?
Emails will be sent from Pushpay, but all replies will be forwarded to the contact email address that is configured in Step 1.
- What will Giving Statements look like?
Giving Statements will include all necessary information for notifying recipients of charitable giving. Your color and logo will be applied to ensure your statements match your branding. You can see a preview of a statement before you generate them in Step 2.
- Will I be able to customize Giving Statements?
Giving Statements emails will include a customizable message, up to 10000 characters. You can use this space to thank your givers, discuss projects or funds from the previous year, or cast vision for the year ahead. You can also link to a video hosted on Youtube or Vimeo.
- Why can't I see the Giving Statements tab in my Admin Portal?
At this time, the ability to view the Giving Statements feature is available for churches located in the US. If you are a church outside the US, or a non-profit organization and would like this feature, we'd like to invite you to join our user feedback group.
- Once I've generated the Giving Statements, can I download all of them for safe-keeping?
Yes, you will have the option to download all the statements in bulk after generating them.
- Will I be notified of any Statements that aren't successfully delivered or that 'bounceback'?
Pushpay does not currently support notifications of failed deliveries, so you'll want to make sure that you notify your donors to check their email inboxes to find the statements. If they are unable to locate a sent statement, you can resend it or print it and deliver it physically to the donor.
- Is it possible to import all historical giving information into Pushpay?
Yes, can use the Transaction Import feature to import historical giving information into Pushpay. Alternatively you can manually record these transactions through Gift Entry.
- How does the process work if I have multiple campuses?
Giving statements will be generated at the organization level. This means your organization only has to go through the Giving Statements process once.
- Is it possible for multiple people to work on preparing statements at the same time?
Multiple administrators can view the giving statement platform. Only one admin is able to edit the custom message or generate statements at the same time to avoid data syncing issues.
- How will you be able to tell which gifts are tax deductible?
You'll be able to view all tax deductible funds when you configure a new giving statement run. If you need to make changes, you can do so in the Funds feature. Find out more about how you can manage the tax deductible status of your funds.
- What if some of our payments/gifts are not tax deductible?
You will need to make sure any transactions where goods or services were exchanged are categorized as a non-tax deductible fund. Though our system supports the ability to choose whether a transaction is tax deductible or not, we do not support quid pro quo gifts.
- What if I have multiple donors that have donated as a family?
We suggest that individual donors remain their own Community Member. If a donor has multiple Pushpay accounts, they can be merged into a Community Member using the Community Member management tools. Click here for more information.
- What if I have statements that are missing Emails or Addresses?
In the Community Members section you can search for donor records who are missing email and/or physical addresses, and update these details if you have them. Click here for more information.
- What about gifts that were given through a different giving service, or through our church management system?
If all giving for this year is not recorded in Pushpay, your Giving Statements will be missing any donations that occurred outside of the platform. You can use the Transaction Import feature to import this information into Pushpay. You can also manually enter transactions through our Gift Entry feature.
- What if I have a two-way integration with CCB?
At this stage we are not supporting statements to be created with CCB transactions, as they are in a different format from the one our system requires.
- How should I handle donations that were made prior to when I started using Pushpay?
As above, your Giving Statements will be missing any donations that occurred outside of the platform. For the future, we have made it easy to record all gifts, including cash and check, through our Gift Entry feature. Using Gift Entry ensures that all gifts are recorded in one place, allowing you to send one statement that includes a donor's entire giving history. If you’re not using Gift Entry already, find out more about how to record all your giving in Pushpay.