Make Annual Giving Statements Available To Your Givers

The first tab of your Statements Panel is the Availability tab. Let's take a look at what we can do.

Availability tab

To find the Availability tab:

1. Make your way to the Giving app and have clicked on Statements.

2. Next, click to setup the statements for a specific year. This will either look like Setup or Continue Setup.

Make statements available in Nucleus

Now you're at the Availability tab. Here, you're able to select whether you want your statements to be accessible by your Givers in their personal Nucleus account.

Simply toggle on/off that option. By default, the option is turned on. Having it turned on means that, regardless if the statement has been issued, people are able to see that a statement exists in their personal Nucleus account. They will not be able to obtain that statement until it has been issued the following year.
Write a note to Givers

Below this gives you the option to write a little message that will appear to everyone who tries to access their statement (assuming that you've chosen to enable in-app statements).

This message is a great way to prepare Givers for when their annual giving statement will be available. (Watch the 840 character limit.)

Save your changes

As always, make sure to save your changes at the bottom by clicking the Save My Changes button.