Step 1: Login
To begin, click here. Enter your Username & password, select login then go to Step 2.
If you have never created an account
- Click “Request Account” to create your account.
- Enter your info and click “Submit.” Instructions will be emailed to you during business hours.
Step 2: Get Your Giving Statement
- On your home page, click on the “$ Giving” tab on the left side of the page.
- On the top-left, click on “Schedules/History.” Then on the right side of the page, click on “Giving Statement.”
- Choose which “Type” –Individual or Family.
- Choose “Date Range” –Quick Date Range gives great options.
- Choose the “Tax Deductible” option.
- Choose “Include Pledge Information” if you want—it’s optional.
- Lastly, click “Run Report” at the bottom right corner of the box. Your statement will open in a PDF and you can print or save it.
That’s it! If you need further assistance downloading your statement or signing in, please contact Jennifer Mall at [email protected] or call 817-249-5200.