Printing Contribution Statements from Donor Portal

Supporters can login to the self-service donor portal to view, download and print their contribution statements

Organizations can Grant Supporter Access to the Contribution Statement printout by going to Settings > Mail Merge Templates and clicking Edit next to their preferred Contribution Statement template.

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This is the mail merge template that will then be used when a Supporter downloads their own Contribution Statement in the Donor Portal. If no Contribution Statement Mail Merge is enabled for supporter access, a default basic table listing will be used. 

Here’s how supporters can print Contribution Statements from their Donor Profile:

  • Login to their Donor Portal with their username and password
  • Note: Login url is unique per organization, but will be similar to: https://yourorganizationname.reachapp.co/users/sign-in
  • Next to Recent Donations, click on See All or click on Donations
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  • Click the Download Statement button
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  • Select the Date Range for their Contribution Statement.
    • Note: Use the Quick Date Range of Last Year to pull January 1st – December 31st.
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  • Click Submit

A PDF of the Contribution Statement will be generated for the supporter to download and print.

If you are a Canadian-based organization, and are using CRA Contribution Statement settings, a Supporter will instead see a list of Contribution Statements that have been generated for them by an Admin.

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