Customizing Statements

Provides a simpler statement that includes an itemized list of all giving, as you can see below: 

 

This statement includes all of the mail merge options! Leaving nothing off when it comes to including giving breakdowns on the statement for your donors. You can certainly remove any options you do not want to include.

 

This template option allows you to easily use window envelopes to mail your statements out, placing the address correctly when folded. This template can be further customized to be unique to your needs.                                                                                                                                               

If you want to use a template you already created and have it fit window envelopes, we recommend using tables to put the address in the correct place.  To do so:

• In the statement editor, hover over the table icon in the toolbar and create a table 2 wide x 1 high
• Using your mouse, grab and stretch the table out to span the width of the statement
• Add the name and address mail merge options in the right table cell
• Put the cursor in the left cell and navigate to "Table > Cell > Cell Properties."  Give it a width (you could start with 150) and click "Ok."  This will adjust how wide a space you have to the left of your address.  Tweak this number until it matches your envelope windows.

Uniquely set up to be folded and fit a double window envelope to mail your statements out.

Allows for a cover letter to be created and attached to the statement.  The cover letter will print, with a page break and the statement will generate on the second page.

If your account is set to Canada in the Account Settings, you can easily use templates created specifically for this. The Canadian Donation Receipts article will have more information. 

Breeze allows users to designate certain funds as non tax-deductible.  Gifts given to any non-tax-deductible fund will not show up on statements by default. You may want to include these non-tax deductible payments on the statement though, so donors can see all of their payments and understand the breakdown of what was tax deductible and what was not.  

• To include giving to non-tax-deductible funds on the statement, place your cursor where you would like to include this item. 
• Click "Mail Merge" and choose "Non-Tax Deductible" and then select what type of mail merge you would like to include for the non-tax deductible giving (Total Amount, Itemized List, or Funds Summary): 
  

When customizing statements, you may want to add your church logo or a signature of an authorized signer to your statements. This can be done using the Upload Tool in the Modify Statement Window.  

 

When customizing your statement, it is important to understand the resources available to you in the Modify Statement window. Regardless of if you are modifying your statement through the "Email Statement" option or the "Print Statement" option, the Modify Statements editor box allows you to customize your statements to be exactly as you want them to appear when you send out a statement from your organization.

Options within the First Row of the Formatting Tool Bar:

• Bold allows you to bold text in your statement 
• Italicized allows you to italicize text in your statement 
• Underlined, you guessed it, allows you to underline text in your statement. 
• Text Color allows you to change the color of the text. 
• Background color allows you to change the
• Select Mail Merge Options to show the list of items able to be mail merged (included) in your statement
• Upload an image or a signature on the statement 
• ... (this opens up the second row of formatting options)

 

Options within the Second Row of the Formatting Tool Bar:
(Select the ... in the first row to reveal the second row of the formatting options)

• Font Sizes allow you to highlight text and change the font size.
• Templates allow you to use Breeze-provided templates, save new templates, replace templates, and delete templates. 
• Left Align formats your text with a left alignment
• Center Align formats your text with a center alignment
• Right Align formats your text with a right alignment. 
• Table allows you to input tables into your statements
• Full Screen allows you to modify your statement in a fullscreen view rather than a small box. 
• More reveals more options. 
  • Bullet List allows you to add bullet points to the content of your statement.
  • Numbered List allows you to add a numbered list to your statement 
  • Horizontal Line inserts a Horizontal Line that can provide a clear separation between parts of your statement.  
  • Page Break will insert a page break where you place it in your statement. This can be helpful when writing a cover letter and wanting your statement to be on a separate page. 

Mail Merge Options 

The following information is available to insert into your statement by using the "Mail Merge" dropdown on the formatting toolbar.

Text	Description
Name	Donor's Name. If part of a family, names of adult's will be used (e.g. 'John & Jane Smith') If a "Nick Name" is in the profile, the nickname will be used in place of "First Name".
Address	Donor's Address
Start Date	Giving Transactions included start at this date
End Date	Giving Transactions included end on this date
Church Name	Name of your church as defined within "More > Account Settings"
Total Amount	The total amount of tax-deductible giving transactions
Itemized List	An itemized list of each tax-deductible gifts given by the donor, if not modified, the [Itemized_List] includes the columns of Date, Name, Method, Fund, and Amount. You can specify which columns show up on the itemized list by adding specific text after the word itemized in the mail merge option; the options are below. If you specify the columns, you will want to make sure not to include any spaces, not to capitalize. While the margins cannot be adjusted, be sure to keep the date as the first option and the amount as the last for proper spacing of the margins.  Only one itemized list can be mail merged into a statement. [itemized:date:name:method: amount] [itemized:date:envelope: amount] [itemized:date:fund:method: amount] [itemized:date:envelope:note: amount] The Options Are: Text Description date Date of the giving transaction name Name of the donor method Method of payment fund Fund payment was given to (if listed as the first column, entries will be sorted by the fund; otherwise, entries will be sorted by date) amount Amount of giving transaction batch Giving transactions batch number batch_name Giving transactions batch name envelope Donor's envelope number note Note on giving transaction check Check Number account Checking Account Number
Funds Summary	A list of each tax-deductible fund the donor has given to, along with the total given to each of those funds
Pledges Summary	A list of pledges that were active during any part of the selected date range. The amount given to the pledge will include all previous donations matching that pledge from the end date, even if they extend before the start date, so that the amount given to the pledge will be accurate regardless of your starting date range. You can also specify what pledge information is displayed and which pledges will show up by adding specific text to the mail merge option. You will want to make sure to not include any spaces, and to not capitalize any letters.  There can only be one Pledges Summary Mail Merge per statement, if you need to include multiple pledge summaries include multiple campaign-nnnn options to the [Pledges_Summary] mail merge.  [pledges_summary:campaign_name:date_range:amount:remaining:percent] [pledges_summary:campaign_name:amount:remaining:percent] [pledges_summary:campaign_name:amount:remaining:percent:campaign-5823:campaign-28938] The Options Are: Text Description campaign_name The name of the campaign date_range The start and end date of the donor's pledge (e.g. 1/1/2017 - 12/31/2017) frequency How often and how much the donor planned to give (e.g. $50 weekly) amount The amount given and total amount pledged (e.g. $200 of $500) remaining The amount that still needs to be paid (e.g. $300 Remaining) note The note associated with the pledge percent The percentage paid (e.g. 40%) campaign-nnnn The ability to specify a specific campaign to include, excluding the rest. Replace nnnn with the campaign ID. The campaign ID can be obtained by navigating to the campaign in your Breeze account and looking at the number on the end of the URL. You may include multiple campaign IDs if desired (e.g. :campaign-1000:campaign-1001:campaign-1002). An example using this option might look like: [pledges_summary:campaign_name:amount:remaining:percent:campaign-5823]
Envelope Number	The envelope number of the donor (lists all envelope numbers if people in family have different numbers)
Family Members	A list of all family members
Non Tax Deductible Total Amount	Total amount of non tax-deductible payments
Non Tax Deductible Itemized List	An itemized list of each non tax-deductible payment. You can also specify which columns show up on the itemized list by adding specific text. If you specify the columns you will want to make sure to not include any spaces, to not capitalize. While the margins cannot be adjusted, be sure to keep date as the first option and amount as the last for proper spacing of the margins.  [itemized_non_tax_deductible:date:name:method:amount] [itemized_non_tax_deductible:date:envelope:amount] [itemized_non_tax_deductible:date:fund:method:amount] The Options Are: Text Description date Date of the giving transaction name Name of the donor method Method of payment fund Fund payment was given to (if listed as first column, entries will be sorted by fund; otherwise entries will be sorted by date) amount Amount of giving transaction batch Giving transactions batch number batch_name Giving transactions batch name envelope Donor's envelope number note Note on giving transaction check Check Number account Checking Account Number
Non-Tax Deductible Funds Summary	A list of each non-tax-deductible fund the donor has given to, along with the total given to each of those funds
Family Name	The last name of the family is surrounded by 'The' and 'Family' (e.g., 'The Smith Family'). If the person is not part of a family, the person's name is used instead (e.g., 'John Smith')
Family Members	A list of all family members
Unique ID	A unique number (this number changes each year) Unique ID is pulled from the start date, end date, and Breeze ID. (YYMM) (YYMM) (Breeze ID). For example A statement from 2019 - Dec 2019 and the Breeze ID was 65559384, it would look like this: 1901191265559384
Today's Date	The current date with the full month name listed (e.g., January 14, 2018)