Have you reviewed your giving statement and found something that doesn't seem right? Whether it's a discrepancy in records or a missing donation, it's important to address these issues promptly. Here’s a step-by-step guide on what to do if you find an error on your giving statement.
Step 1: Review Your Records
Before reaching out, take a moment to review your own records:
- Compare your bank statements or donation confirmations with the giving statement.
- Check for any donations that might have been made near statement cut-off dates, as these could appear in a different statement period.
Step 2: Contact the Issuing Organization
If you still find discrepancies after reviewing your records, the next step is to contact the organization that issued the statement. In most cases, this will be your church or the charitable entity to which you made your donations.
- Reach Out Promptly: Contact the organization as soon as you notice the error.
- Provide Specifics: Clearly explain the discrepancy you’ve noticed. For example, "My statement is missing a donation I made on [date]" or "The donation amount listed for [date] is incorrect."
- Supply Supporting Documents: If possible, provide any supporting documentation like bank statements or email confirmations of your donations.
Step 3: Follow-up
- Be Patient: Remember that rectifying such errors may take some time, especially during busy periods like tax season.
- Keep Track of Communications: Keep a record of whom you spoke with and when, in case you need to follow up or refer to these details later.
Breeze Support Limitations
Please note that Breeze support cannot assist with discrepancies in giving statements, as these are managed directly by the issuing organization. Breeze's role is to provide the platform for donations but the record management and statement issuance are the responsibilities of the organization you’ve donated to.
Finding an error on your giving statement can be concerning, but by taking these steps, you can ensure that any discrepancies are addressed. Always start by reviewing your own records and then reach out to the organization with as much detail and supporting evidence as possible. Remember, the sooner you act, the quicker the error can be resolved.