Before generating Contribution Statements, you’ll first need to select and customize the Contribution Statement Mail Merge Template your organization wants to use.

REACH provides example Contribution Statement Templates that you can copy to your account and customize with your organization’s content, branding and donation information.

Note: If you are a Canada-based organization, please see our Canadian Contribution Statements article for additional requirements.

Contribution Statements Overview Video#

Watch our Contribution Statements Overview Video for a complete walkthrough of customizing your Contribution Statement Template, generating statements, reviewing them, and sending or downloading statements for your Supporters.

REACH Contribution Statements

Prefer step-by-step instructions? Continue below for detailed instructions on customizing your Contribution Statement Template.

Add a Contribution Statement Template#

To get started, copy one of REACH’s example Contribution Statement Templates to your Mail Merge Templates:

1. Go to Settings > Mail Merge Templates.
2. Under Example Templates, find the Contribution Statement Templates.
3. Click Copy next to the template(s) you’d like to use.

The copied template will move to the Mail Merge Templates section, where you can customize it for your organization.

REACH provides two Contribution Statement Templates to help you get started:

• Contribution Statement – Version 1.0
• Contribution Statement – Version 2.0

Both templates use the logo saved in your account. We recommend copying and previewing both templates before deciding which one you’d like to customize.

Preview Your Contribution Statement Templates#

To preview a Contribution Statement Template:

1. Go to a Supporter record with a donation history.
2. Click Actions > Contribution Statement.
3. Select a Date Range.
4. Use the Select Template dropdown to choose the Contribution Statement Template you want to preview.
5. Click Submit.

The Contribution Statement will download for you to review.

Repeat these steps for each template you’d like to preview.

Once you’ve chosen the template you want to use, you can optionally delete the unused copy by going to Settings > Mail Merge Templates and clicking Delete next to the template you don’t need. This can help avoid accidentally selecting the wrong template when generating Contribution Statements.

Customize Your Contribution Statement Template#

Once you’ve selected your template, go to Settings > Mail Merge Templates and click Edit next to the Contribution Statement Template you want to customize.

Review Your Template Settings#

Under Setup, review the following options:

• Template Name: You can rename your template, if desired
• Use For: Select Donations. This determines where the template is available for use in REACH.
• Grant Supporter Access: Check if you want supporters to be able to download their own statement/receipt when they log in to their Donor Portal.
• Use for Contribution Statements: Check to make this template available for use in contribution statement exports.
• Page Setup: Adjust the document type, margins and other page settings as desired.

Click Save Changes after making your updates.

Customize Your Statement Content#

Use the template’s content area to customize the information included on your Contribution Statement.

You can:

• Add or edit introductory and closing text.
• Include your organization’s contact or tax information.
• Add Supporter information.
• Add donation information.
• Use Liquid fields to automatically populate information from REACH.

See our Liquid Objects article for available fields.

Tip: Due to formatting differences across platforms, we recommend adding footer-style content directly within the main content section rather than using the Footer section. This may include your organization’s 501(c)(3) information or wording such as “No goods or services were provided by the organization in exchange for the contribution.”

Be sure to click Save Changes when finished.

Grant Supporter Access (Optional)#

If you’d like Supporters to be able to download their own Contribution Statements from the Donor Portal, enable Grant Supporter Access on your primary Contribution Statement Template.

To enable this:

1. Go to Settings > Mail Merge Templates.
2. Click Edit next to your primary Contribution Statement Template.
3. Select Grant Supporter Access.
4. Click Save Changes.

The template with Supporter access enabled will be available to Supporters when they log in to the Donor Portal.

Learn more in our Printing Contribution Statements from Donor Portal article.

Set Your Contribution Statement ID#

Each Contribution Statement generated in REACH includes a unique, sequential Statement ID.

You can set the starting point for these Statement IDs. Organizations commonly update this each year so Statement IDs generated during that calendar year begin with the year.

For example, Contribution Statements for 2026 could begin with 2026001.

To set your starting Statement ID:

1. Go to Settings > Donation Setup > Contribution Statement.
2. Enter the desired starting ID.
3. Click Save Changes.

Note: If your Contribution Statement Template does not include a unique Statement ID, please contact REACH Support. You may be using an older template created before Statement IDs were added.

Next: Generate and Send Your Contribution Statements#

Once you’ve finished customizing your template, you’re ready to generate and distribute your Contribution Statements.

See Generating and Sending Contribution Statements for instructions on preparing your Supporter records, selecting which donations and Supporters to include, reviewing generated statements, and emailing or downloading your statements.