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Can we include giving goals on donor statements?
Can we include giving goals on donor statements?

Steps to edit your statement configuration to include giving goals

Tim Roberts avatar
Written by Tim Roberts
Updated over a week ago

Yes! For active campaigns, you can include giving goal/pledges with total amount funded on donor statements. Please follow the steps below.

  • Login to the V2 admin portal and click on the Finance tab

  • Under the Statements menu section on the left-hand side, click the Configure Statements link

  • Click the Edit Configuration button in the bottom right-hand corner

  • Scroll down to the Giving Goals section and click the Show on Statement Summary Page check box

    • Enter a Title for the goals section. Examples: Commitments, Pledges, Goals, etc.

    • Provide a Pledge label. Examples: Pledge Amount, Goal Amount, Total Commitment, etc.

    • Provide a Given label. Examples: Given, Funded, Total Given, etc.

  • Click Save & I’m Done

  • This will be displayed on the summary page of the donor statement

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