Online Giving
Giving Statements.
Year-End Ready.
Customizable tax statements, donor giving history, recurring gift management, and digital self-service downloads — built for year-end and year-round.
Tax Season Ready
Year-End Tax Statements
Fully customizable templates with merge variables, draft review, and digital self-service delivery.
Customizable templates
Full TinyMCE editor for cover letter, transaction listing, and closing pages.
Drag-and-drop merge variables
Donor name, address, amounts, funds, payment dates — all dynamic.
Draft vs Published
Admin review before donors see their statements. Publish when ready.
Digital self-service
Donors print or save statements directly from their giving history portal.
Digital statement opt-in
Opt-in checkbox syncs preference to Ministry Platform.
Multi-campus statements
Filter and generate statements by donor's preferred campus.
Donor Portal
Donor Giving History Portal
Every gift, every fund, every year — searchable and downloadable from the donor’s own account.
Filterable history
Paginated giving history filterable by year, fund, amount, and date range.
Summary bar
Total giving amount, transaction count, and date range at a glance.
Specialty history
Separate views for crypto gifts, non-cash assets, and non-deductible payments.
Self-Service
Donor Self-Service Portal
Empower donors to manage their giving year-round — fewer calls to the office, happier givers.
Recurring gift management
View, edit amount, change fund or frequency, and cancel recurring gifts from the donor portal.
Saved payment methods
Add, edit, and delete credit cards and bank accounts.
Instant email receipts
Branded thank-you emails per gift type — donation, payment, crypto, and stock.
ChMS history redirect
Optional SSO redirect to Ministry Platform, TouchPoint, or Rock RMS giving portals.
AI donor assistant
Answers year-end statement questions with live totals.
Admin Tools
Admin Statement Tools
Batch printing, mailing labels, and post-generation edits with full audit trail.
Year-End Statements Made Simple
Beautiful, accurate giving statements that donors can access anytime — and admins can customize everything.