Annual Giving Statements (An Overview)
A giving platform would not be complete without the capability to provide official tax statements (what we refer to as annual giving statements). There are quite a few options within the Statements Panel. This guide will provide an overview of the various options, while other documents focus on specifics. You can access those articles here as well as throughout this guide.
The Statements Panel
To access your Statements Panel, go to your Giving app and click on Statements.
Here, you'll see all available statements according to the year. How many years of statements that appear depends on how many years your church has been using Nucleus Giving.
Click the Setup, Continue Setup, or Manage button to see all the options available.
Statuses of statements
There are three statuses you can see associated with any annual giving statement:
- Not Setup means that the statements have yet to be edited and customized.
- Incomplete means you / the church has yet to issue the statements, but are in the process of editing and customizing them.
- Complete means you / the church has issued the statements.
Note
- You cannot issue a year's annual giving statements until the completion of that particular year.
Availability
Once you click to enter a statement, you'll be taken to the Availability tab. This is where you can choose whether to make statements available in Givers' personal Nucleus accounts, and if you want to show a notification message to your Givers regarding the availability of their annual giving statement.
Note:
- This does not send an email message to your Givers. This message will be sent directly in a Giver's Nucleus account. To send a notification email, that's handled in the Notify Givers Tab.
For a more detailed guide on the Availability Tab, click here. 
Customize
The Customize tab allows you to add various elements to a Giver's statement:
- Your church's logo
- An overall general message. (This is a great place to add a thank you message!)
- A signature
- A message specifically regarding tax deductible donations.
- A message specifically regarding non-tax deductible transactions.
For a more detailed guide on this tab, click here. 
Preview
The Preview tab allows you to preview an actual Giver's statement with all the messages you've written in the Customize tab.
For a more detailed guide on this tab, click here. 
Notify Givers
The Notify Givers tab gives you the ability to write and send an email to all your Givers, letting them know that their statements are ready to access. You can also preview the email here as well.
You also have the ability to send the statements now or schedule to make them available in the Givers' personal Nucleus account in the future.
For a more detailed guide on this tab, click here.
Print statements
The Print Statements tab provides you with a master list of all your Givers (anyone who has given at least once via the GivingFlow). Should you choose to print your Givers' annual giving statements, you can click the Generate Statements button. This will download individual PDFs of all the statements that are toggled on.
For a more detailed guide on this tab, click here. 