Printing Statements for Children

If you are wanting to print separate statements for "children" in your database who have given throughout the year, you can easily do this following the steps below: 

  1. Navigate to More > Contributions > Reports
  2. Run a report based on the date ranges you would like giving to be included on this statement.
  3. Select the the "more" filter option and select "people". 
  4. Set the "People" Filter (drop down) using the profile field "Family Role" and select "Child"Image_2020-11-17_at_1.28.11_PM.png

Once the giving has populated in the report, you can customize and generate your statements for these children in your search results. 

Note: You will want to deselect "group by family" when generating these statements, otherwise the statements will be addressed to the parents.  Reference Using Family Roles to understand what to do with adult children who should receive their own statement without having to complete the above steps. 

 

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2 comments
  • I assume that these reports for children would SUPPLEMENT any reports generated for everyone and issued with "group by family." In other words, when we run the reports as usual, children's gifts show up with the family gifts, as they should, for tax purposes. Then we could include these as well to encourage the children in their giving. 

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  • Hey @assistanttreasurer!

    Thanks for reaching out about this!

    Yes, you are correct. When you run a contribution report for statements as usual, by default, the children's gifts will be included with the family's gifts in the statements. :) 

    This is just a helpful resource for if you ever need to print a giving statement for a child in a family!

    I hope that helps!

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