Before sending your Giving Statements through Pushpay, we suggest that you review the sections below to ensure that your Giving Statements are completely accurate.
Review Community Members
Before generating statements, you will need to review your Community Members to merge any duplicates and add any missing email or physical addresses. Doing this will ensure that each donor in your community gets only one statement and that you are able to send it to the correct place (email / physical address).
Manage duplicate Community Members and Pushpay accounts
To ensure each donor only gets one complete statement, you will need to confirm that all Pushpay Accounts for a person are grouped under a single Community Member profile. Learn how to do this here.
Collect email or mailing addresses for donors with recorded donations
It is possible for donations to be recorded through Gift Entry, Check Deposit, or Transaction Import without an associated email or mailing address. In the Community tab, you will be able to filter by members missing these details by checking the Members with no email / physical address box:
If a donor lacks both an email and physical address, you will be notified on the Giving Statements configuration page. The reason for highlighting both, instead of one or the other, is because only one of the methods is required.
Once you have collected email or physical address, you can add the appropriate information to the Community Member by editing their details in the Community Member view. Community Members who have created a Pushpay account should already have an email address recorded, but we do recommend that you check that your email addresses are accurate.
Notify your community that you will be preparing Giving Statements through Pushpay
If Giving Statements through Pushpay is new to your community, it is important that they know to expect an email from Pushpay with their statement. This is especially important if they have given via offline methods such as cash or check. Doing this should decrease the number of donors asking for their statements in advance. It is also a good idea to remind your donors to check that their email addresses are accurate by logging into the mobile app or website and updating their details.
Giving Statements will include donations given digitally through web, text giving, Check Deposit, kiosk giving, the Pushpay app, and your custom church app, as well as all gifts that have been entered into Gift Entry. Giving statements will automatically include all donations processed or recorded in Pushpay.
If you have other donations that were not processed or recorded in Pushpay, you can import them into Pushpay through Transaction Import. This will ensure that all donations are included on Giving Statements.
Alternatively, you can record these donations manually using Gift Entry. This can be a great option if you have fewer than 200 donations to enter, as these can be entered quickly using our search feature that pre-populates the giver's data in for you.
|Please Note: If you are using a Direct Database Integration and have already recorded cash and check transactions in that database, Gift Entry transactions will be automatically added to your database, which will result in duplicates. For this reason we would recommend you use Transaction Import for these transactions as they will not be sent through to your ChMS.|
If any of your donations were assigned to the wrong fund (either by the giver or within Gift Entry, Check Deposit, or Transaction Import), you may need to reallocate these donations to the correct fund in order for them to be included in your Giving Statements. Click here for more on reallocating transactions.
For Credit Card and ACH gifts, Pushpay will automatically record the time and date the charge was made to the user. This means that in order for a processed transaction to be included on a Giving Statement, it must have been entered in the period the statement covers.
What if I forgot to assign Given On dates for some transactions?
There can be a multitude of reasons why donations may need to be changed or returned to the giver. If any of your transactions have changed, the Pushpay record must reflect this so that the statements are accurate.
For example, if a community member requested a refund, you will need to either delete or refund the transaction in Pushpay.
Once you have completed your preparations, you can proceed to Step 1: Configure Your Statements