You can easily generate various types of statements for your donors directly from Donor Fuse. This guide covers generating statements for a single donor as well as sending statements in bulk to multiple donors.

1. Open the Donor Profile
   • Navigate to the donor you want to generate a statement for.
2. Select Action
   • On the top right, click "Select Action".
   • From the dropdown menu, choose "Generate Statement".
3. Choose Statement Type
   • In the popup window, select the type of statement you want to generate. See statement types below for details.
4. Configure Statement Options
   • Depending on the statement type, you may need to select a date range, year, fund, or campaign, and configure additional options (see below).
5. Generate and Deliver
   • The system will generate the statement and display it on the screen.
   • You can print, download, or click "Email Statement to Donor" to send the statement via email.
   • For "Balance Forward" and "Open Items" statements, the email will include a link for the donor to pay their open pledges online.

• Description:
  Shows an opening balance, then lists each pledge and payment as a separate line. Each line updates the running balance, with the final balance displayed at the bottom.
• Options:
  • Date Range: Select the period to include in the statement.
  • Filter by Fund: Optionally, show only records for a specific fund.
  • Filter by Campaign: Optionally, show only records for a specific campaign.
  • Deduct Payment Plans from Balance:
    • Default: Checked. If the donor has a payment plan to pay off pledges, the statement will include a line at the end showing the total payment plan amount as a negative, deducting it from the balance (since it’s not open anymore).
    • Unchecked: The payment plan is not deducted, so the balance reflects all open balances.

• Description:
  Lists all open pledges for the donor, showing total pledged, amount paid, and remaining balance.
• Options:
  • Filter by Fund: Optionally, show only pledges for a specific fund.
  • Filter by Campaign: Optionally, show only pledges for a specific campaign.
  • Deduct Payment Plans from Balance:
    • Default: Checked. Payment plans are included in the paid amount (since they are not open).
    • Unchecked: Payment plans are not counted, showing the actual open balance.

• Description:
  Shows a list of all payments made by the donor within a selected date range.
  Note: This is not a legal receipt/statement, as it includes DAF (Donor-Advised Fund) donations.
• Options:
  • Date Range: Select the period to include payments.

• Description:
  Shows a list of all legal receipts for the donor for a selected year, excluding DAF donations.
• Options:
  • Year: Choose the year for the statement.

You can generate and send statements for multiple donors at once using the bulk actions feature.

1. Go to the Donor List
   • Navigate to the list of donors.
   • Use filters to search and narrow down your donor list as needed.
2. Select Donors
   • Check the box next to each donor you want to include (on the left side).
   • To select all donors in your filtered search, click the checkbox at the top of the list.
3. Choose Bulk Action
   • Once you’ve selected one or more donors, a new dropdown labeled "Select Action" will appear.
   • Click the dropdown and select either "Send Statements" or "Print Statements".

4. Configure Statement Options

   • The same popup as for individual statements will appear. Select your preferred statement type and configure filters and options as needed.

   Important:
   If you select the "Open Items" statement type and apply fund or campaign filters, statements will only be generated for donors who have open pledges matching your criteria. Donors with no matching open pledges will not receive an empty statement.

5. Send or Print Statements
   • Send Statements: The system will email and/or SMS the statement to each donor, based on their communication preferences.
   • Print Statements: The system will generate a PDF containing all the selected statements, which you can print in bulk.

• For "Balance Forward" and "Open Items" statements, emailed statements include a link for donors to pay their pledges online.
• For "Payments Report," remember that the statement is not a legal receipt and may include DAF donations.
• Bulk actions follow donor communication preferences for sending by email and/or SMS.

Need more help?
If you have any questions or need further assistance, contact us at help@donorfuse.com.