--- title: Donor Statements description: Learn how to generate and send Donor Statements in Anedot, including customization, download options, included donation data, and eligibility requirements. --- [Skip to content](https://help.anedot.com/knowledge/donor-statements#main-content) [![anedot-logo](https://help.anedot.com/hubfs/anedot-logo.svg)](https://help.anedot.com/knowledge?hsLang=en) Open main navigation Close main navigation - [Get Support ⤴](https://www.anedot.com/getsupport) [Get Support ⤴](https://www.anedot.com/getsupport) Here to help 👋 - There are no suggestions because the search field is empty. 1. [Public Help Center](https://help.anedot.com/knowledge?hsLang=en) 2. [Settings](https://help.anedot.com/knowledge/settings?hsLang=en) 3. [Finance](https://help.anedot.com/knowledge/settings?hsLang=en#finance) # Donor Statements ## Learn how to generate and send Donor Statements in Anedot, including customization, download options, included donation data, and eligibility requirements. At the close of each calendar year, organizations can provide **Year-End Giving Statements** to their supporters through Anedot. These **Donor Statements** summarize each donor’s giving activity recorded within the platform. --- ### Table of Contents - [Donor Statement Content](https://help.anedot.com/knowledge/donor-statements#content) - [Customize Donor Statements](https://help.anedot.com/knowledge/donor-statements#customize) - [Send Donor Statements](https://help.anedot.com/knowledge/donor-statements#send) - [Download Donor Statements](https://help.anedot.com/knowledge/donor-statements#download) - [Generate a New Statement](https://help.anedot.com/knowledge/donor-statements#generate) --- ### Donor Statement Content **Donor Statements** will include donations processed and recorded within Anedot, including Cash, Check, Inkind, and Offline Card records. *Only transactions tied to a donor’s **personal email address or phone number** will appear in the statement.* ***Important:** Transactions submitted without an email or phone number—or using a placeholder like `noemail@` or `null@`—**will not be included** in the statement. To include these donations, you’ll need to create and distribute a **custom statement outside of Anedot**.* Each statement includes: - **Account Display Name** - **Custom Disclaimer Language** - **Donor’s Contact Information** - **Your Organization’s Public Email and Phone Number** - **Giving Summary** - **Itemized Donation Records** Additional Notes: - If the donor **covered processing fees**, the total amount will include those fees. - For **501(c)(3)** organizations, a **Tax Deductible** column is displayed. It will match the total unless a product was received. - For **non-501(c)(3)** organizations, this column is omitted. --- ### Customize Donor Statements To personalize your statements: 1. Go to **Settings \> Finance \> Donor Statements** in your account. 2. Customize the following: - Display Name - Reply-To Email - Subject Line - Message Body - Disclaimer Language 3. Click **Save Settings** when complete. *You won’t be able to preview an example Donor Statement until after the statements have been sent.* --- ### Send Donor Statements To send statements to donors who provided an **email address**: 1. Click the **Send Donor Statements** button at the bottom right of the **Donor Statements** tab. 2. A confirmation popup will appear. Click **Yes, send donor statements** to proceed or **Cancel** to abort. 3. Statements will begin sending at **5:00 AM CST the following day**. For donors who **only provided a phone number**, statements will not be emailed. You’ll need to **download and send them manually**. *A "View Statements" link in the email will allow donors to download their PDF statement.* **Important:** Donor Statements can **only be sent once per calendar year**. This action **cannot be undone.** --- ### Download Donor Statements After statements are sent: 1. Go to **Relationships \> Donor Statements** in your account. 2. To search for a donor’s statement: - Click the **Filter** icon. - Enter **Email** *(optional)*, **Phone** *(optional - 10 digits with no formatting)*, and **Year** *(required)*. - Click **Apply Filters** and then close the menu. 3. To download, hover over the donor’s **Email column** and click **Download** to get a PDF copy. --- ### Generate a New Statement To create a new individual statement: 1. Go to **Relationships \> Donor Statements** 2. Click the **New Statement** button 3. Enter: - **Email** or **Phone Number** *(at least one required)* - *Phone numbers must be entered as 10 digits with no symbols (e.g., 2252501301).* - **Year** *(required)* 4. Submit the request ***Warnings:*** - *If a statement for the specified donor and year **already exists**, a new one **won’t be created**.* - *If the input **isn’t tied to any donations**, a **blank statement** will be generated.* - ***Duplicate statements** can accidentally be generated for phone-only records—double-check before submitting.* - [Get Started](https://help.anedot.com/knowledge/get-started?hsLang=en#main-content) - [Anedot 101](https://help.anedot.com/knowledge/get-started?hsLang=en#anedot-101) - [Apply for an Account](https://help.anedot.com/knowledge/get-started?hsLang=en#apply-for-an-account) - [Security](https://help.anedot.com/knowledge/get-started?hsLang=en#security) - [Action Pages](https://help.anedot.com/knowledge/action-pages?hsLang=en#main-content) - [Action Page Basics](https://help.anedot.com/knowledge/action-pages?hsLang=en#action-page-basics) - [Page Builder](https://help.anedot.com/knowledge/action-pages?hsLang=en#page-builder) - [Advanced Features](https://help.anedot.com/knowledge/action-pages?hsLang=en#advanced-features) - [State Specific Pages](https://help.anedot.com/knowledge/action-pages?hsLang=en#state-specific-pages) - [Finance](https://help.anedot.com/knowledge/finance?hsLang=en#main-content) - [Management & Reporting](https://help.anedot.com/knowledge/finance?hsLang=en#management-reporting) - [Internal Processing](https://help.anedot.com/knowledge/finance?hsLang=en#internal-processing) - [Integrations](https://help.anedot.com/knowledge/integrations?hsLang=en#main-content) - [CRM & Donor Management Systems](https://help.anedot.com/knowledge/integrations?hsLang=en#crm-donor-management-systems) - [Email Marketing & Communication Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#email-marketing-communication-tools) - [Integration & Automation Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#integration-automation-tools) - [Political Campaign Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#political-campaign-tools) - [E-commerce, Financial, and Membership Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#e-commerce-financial-and-membership-tools) - [Relay Data & Troubleshooting](https://help.anedot.com/knowledge/integrations?hsLang=en#relay-data-troubleshooting) - [Settings](https://help.anedot.com/knowledge/settings?hsLang=en#main-content) - [Access](https://help.anedot.com/knowledge/settings?hsLang=en#access) - [Configuration](https://help.anedot.com/knowledge/settings?hsLang=en#configuration) - [Finance](https://help.anedot.com/knowledge/settings?hsLang=en#finance) - [Setup](https://help.anedot.com/knowledge/settings?hsLang=en#setup) - [Other Actions](https://help.anedot.com/knowledge/settings?hsLang=en#other-actions) - [Donor Support](https://help.anedot.com/knowledge/donor-support?hsLang=en#main-content) - [Getting Started with Your Donor Account](https://help.anedot.com/knowledge/donor-support?hsLang=en#getting-started-with-your-donor-account) - [Manage Your Giving](https://help.anedot.com/knowledge/donor-support?hsLang=en#manage-your-giving) - [Donor FAQ](https://help.anedot.com/knowledge/donor-support?hsLang=en#donor-faq) [![Chill listening crop-3](https://help.anedot.com/hubfs/623c96e00d0d93f7d3a66f2e_Anedot_Typemark_Blue.svg "Chill listening crop-3")](https://www.anedot.com/) [mailto:help@anedot.com](mailto:help@anedot.com) Copyright © 2025, Anedot, Inc.