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The Charitable Contributions Report prints a detailed list of gifts for each contributor. These statements do not include prepayments made in previous years and are always based on the calendar year. This report prints on a pre-printed form, and you should send it in January as a receipt for contributions made during the previous calendar year. 

You can print the Charitable Contributions Report after entering and posting the last gift entries for the year. When printing selected funds on the Charitable Contributions Report, you can select an unlimited number of funds. The statement prints pledge information and fund summaries but does not print funds with amounts of zero. A check number prints in the description box if available. Cash gifts are marked with C, and property gifts are marked with P.

Here are some options that you can select to configure the statement:

  • Only contributors with pledges — Includes contributors with pledges who have gifts posted; excludes contributors with gifts posted who do not have pledges.
  • Print Fund Summary — Prints pledge summary information on statements.
  • Print Pledge Information — Prints a list of pledges for each contributor, the total amount of the pledge, and the pledge balance.
  • Print One Contributor — Prints a statement for one contributor only. You can use this to test your report settings and verify the statement includes all information. After verifying the statement information is correct, clear this to print statements for all contributors.
 To print a statement for one contributor
  1. Under Searches and Reports, click the Reports tab.
  2. In the drop-down list, select Contributions Reports and click Go .
  3. Expand Statements, then select the Charitable Contributions Report.
  4. In the lower sidebar, select the date range you want to print statements for, then click Customize.
  5. On the Report Options tab, select Print one contributor, along with any other customization options.
  6. Click Preview.
  7. In the Find Person window, select the individual for whom you to want to print a statement and then click OK.
  8. After verifying the information on the statement is correct, click Print Report .
 To print the Charitable Contributions Report
  1. Under Searches and Reports, click the Reports tab.
  2. Select Contributions reports in the drop-down list, and click Go .
  3. In the Reports window, expand Statements, then select the Charitable Contributions Report.
  4. In the lower sidebar, select the date range you want to print statements for, then click Customize.
  5. On the Report Options tab, under Entries to Include, select one of the following options: All Entries, Tax Report Names only – All Entries, or Tax Report Names only – Required Entries Only.
  6. Select any other options, then click Print Report .
Additional Field Information


Entries to include

  • All Entries — Displays all contributors' entries, both taxable and non-taxable.
  • Tax Report Names only - All entries — Displays all contributions for contributors who have given $250 or more in one day or a non-cash gift.
  • Tax Report Names only - Required Entries Only — Displays only the entries of $250 or more in one day for contributors, or a non-cash gift.

How gifts are reflected on Charitable Contributions Reports

  • Regular Entry — These entries display on the Charitable Contributions Report.
  • Gift with Description — These entries display on the Charitable Contributions Report
  • Gifts for Item of Value — These entries display on the Charitable Contributions Report. The difference between the total gift and the value of service prints in the charitable amount column on the Charitable Contributions Report. For example, if the total gift is for $200.00, and the value of service is $5.00, the difference that prints in the charitable amount column is $195.00. The description also prints on the Charitable Contributions Report.
  • Non-Cash Gifts — If non-cash gifts are posted with a zero dollar amount value, the entry with a description prints on the Charitable Contributions Report as Property (P). If posted with a dollar value to apply against a pledge, the entry prints on the Charitable Contributions Report as a zero dollar amount.
  • Non-Deductible — These entries do not display on the Charitable Contributions Report.