How To Add An EIN To End Of Year Statements

Including your Employer Identification Number (EIN) on giving statements is a valuable practice for transparency and for donors’ tax purposes. Breeze makes it easy to customize your giving statements to include your EIN. Follow the steps below to add your EIN directly to all printed statements seamlessly.

How to Add Your EIN to Giving Statements Email:

  1. Select Giving.
  2. Select Statements.
  3. Select to Email.
  4. Click the Pencil Icon in the bottom left of the pop up.
  5. Within the Modify Statement Editor, insert your EIN at the preferred spot in the statement.
  6. Select Save.
  7. Close the tab and continue to sending statements.

How to Add Your EIN to Giving Statements Print:

  1. Select Giving.
  2. Select Statements.
  3. Select Print.
  4. Select the Pencil Icon on the pop up.
  5. Add your EIN and any further updates. 
  6. Select Save.
  7. Continue to print statements.

Quick Notes:

  • The EIN will be displayed on all statements moving forward once added.
  • Ensure the EIN is placed in a clear and readable section of the statement for easy identification by your donors.

 

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