Annual Giving Statement Message & Customization Settings
The second tab of your Statements Panel is the Customize tab. Let's take a look at all the possible options.
Customize tab
To find the Customize 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.
3. Then click on Customize.
Add your church's logo
To begin, it's good to upload your church's logo to help brand your annual giving statements as an easy identifier for people who have multiple tax statements to sort through come tax season.
Simply drag and drop an image file onto the appropriate space to upload your logo. Alternatively, you can click + Add Image to open up your computer's file explorer to select an image that way.
Note:
- Your logo should be in PNG format. This usually means that the background is transparent and that there isn't a white background.
- The dimensions of your logo should be at least 400 px wide to appear clearly on the statements.
Write a message
Writing a message (up to 840 characters) here will appear at the top of a Giver's annual giving statement. This is a great place to write a thank you message, perhaps provide a quick update about the church, or even provide a quick outline of the statement itself.
Include additional information
Before making your statements available, it might be good to check out whether you want to include additional information to your statements. To see what options are available, click the toggle switch on.
Upload a signature
Some laws require that your statements have a signature on them. Here, you can add a name and an image of that person's signature.
The best image format is a .png, but you can upload other file types such as a .jpeg. If you include a signature, this will appear right below the general message (what we discussed above) on a giving statement.
Simply drag and drop an image file onto the appropriate space to upload your logo. Alternatively, you can click + Add Image to open up your computer's file explorer to select an image that way.
Note: This is required by some states, so please be sure to research if this is required where your church is located. For all Canadian churches, this is required by the CRA.
Tax deductible transactions
All funds created within Nucleus Giving are automatically tax deductible, but you can manually change them to non-tax deductible if you'd like. That's why we've dedicated two different sections on a Giver's annual giving statement: one to present donations that are tax deductible, and one to present donations/payments that aren't.
To provide a generic message to your Givers that will appear right above all their tax deductible transactions, type something in this field up to 560 characters.
Note: This is especially important for Canadian churches. There are particular pieces of information that Canadian churches must include in your annual giving statements. Use the "Add an extra note for Tax-Deductible Transactions" section to include the following:
- A line stating: Official Donation Receipt For Income Tax Purposes
- A line stating: Location Issued: Town/City, Province
- A line stating: Charity Registration Number
- A line stating: Canada Revenue Agency - canada.ca/charities-giving
Here is an example of this can look like 👇
Non tax deductible transactions
If you've set up a non-tax deductible fund at some point in the year, then you can choose whether you want to show these transactions appear on a Giver's statement. Providing this information helps Givers to simply keep better records of their finances.
To have these transactions appear on annual giving statements, select Show.
You can also provide a short message (up to 560 characters) that will appear right above any non-tax deductible transactions. If a Giver doesn't have any, this message and section of the statement will not appear for them.
