The Statement of Giving Generator allows you to generate an annual summary of every contribution made by your donors during a selected financial year.

Unlike an Annual Receipt, a Statement of Giving includes all contributions made during the selected period, including donations that have already received individual tax receipts. It provides donors with a complete summary of their annual giving while also assigning Annual Receipt Numbers to any eligible payments that have not previously been receipted.

Tip: If you want to provide donors with a complete summary of everything they contributed during the financial year, choose Statement of Giving. If you only need to issue an official end-of-year tax receipt for eligible donations that have not already been receipted, choose Annual Receipt.

⭐Before You Begin

• How the Statement of Giving Works
• Opening the Statement of Giving Generator
• Step 1 – Create or Load a Statement of Giving Query
• Step 2 – Review the Search Results
• Step 3 – Select a Delivery Method
• Statement of Giving Document
  • Required Merge Tags
• Troubleshooting

⭐Before You Begin

Before generating Statements of Giving, ensure the following has been completed:

• Your Receipt Settings have been configured under Admin > Receipt Settings.
• All payments for the financial year have been entered and reconciled.
• Your Statement of Giving document contains the required merge tags (covered later in this article).

Important: The Statement of Giving process will only assign Annual Receipt Numbers where the total eligible donation value is greater than $5.

How the Statement of Giving Works

A Statement of Giving provides donors with a complete summary of their contributions for the selected financial year.

Unlike an Annual Receipt, it includes:

• Donations that have already received individual tax receipts.
• Donations that have not previously been receipted.
• All contribution types that match your selected query criteria.

If an eligible payment has not already been assigned an Annual Receipt Number, the Statement of Giving process will provide an option to automatically assign one during processing.

This allows organisations to provide donors with a complete annual giving summary while ensuring all eligible donations have an Annual Receipt Number recorded.

Opening the Statement of Giving Generator

Navigate to:

Money → Receipt Generator

The Statement of Giving process is completed over three pages:

1. Create or load a receipt query.
2. Review the results.
3. Generate Statements of Giving by Email or PDF.

Step 1 – Create or Load a Statement of Giving Query

You can either:

• Load an existing Statement of Giving query, or
• Create a new query.

Select New Query, then enter a descriptive name.

Examples include:

• Statement of Giving 2025/2026
• Annual Giving Summary
• Corporate Giving Statements
• Major Donor Statements

Receipt Query Type

Select:

Statement of Giving

Configure Search Options

Configure the search criteria to determine which contributions will be included.

Available options include:

• Date range
• Contact Type
• Recurring Payments Only
• All Payments
• Include Lists
• Exclude Lists
• Include GL Codes
• Exclude Attributes

These options allow you to generate different Statements of Giving for specific donor groups if required.

Click Search when you are ready.

Step 2 – Review the Search Results

The results page displays every contribution matching your selected criteria.

Two views are available.

Summarised Results

Displays one row per contact including:

• Contact details
• Payment date range
• Total giving
• Number of contributions
• Recurring giving information

This view provides an overview of each donor's annual giving.

All Results

Displays every individual contribution that will appear within the Statement of Giving.

This allows you to verify specific payments before generating the documents.

You can also export the results to Excel if required.

Once satisfied, click Select Delivery Method.

Step 3 – Select a Delivery Method

Choose how you would like to generate the Statements of Giving.

Email

Emails the Statement of Giving directly to each donor.

Complete the following:

• Send Statements On
• Statement of Giving Document
• Generate PDF Copy (optional)

If selected, a PDF copy of every emailed Statement of Giving will be available from User Alerts.

PDF

Generates printable Statement of Giving documents for manual distribution.

Simply select the Statement of Giving document to generate.

Update Selected Payments Annual Receipt Nos.

If this checkbox is selected, Vega will assign Annual Receipt Numbers to any eligible payments that have not previously been receipted.

Note: For further information on how the Receipt Generator determines whether a payment has already been receipted, see the Receipt Settings article.

Statement of Giving Document

If you don't already have a Statement of Giving document, you can create one using the Vega Document Editor.

Required Merge Tags

Your Statement of Giving document must contain the following merge tag:

You can also include any standard merge tags such as contact information, organisation details and Annual Receipt merge tags where required.

Tip: You can use Vega's Annual Receipt Template as the basis for your Statement of Giving document. Simply edit the template by removing the #AnnualReceiptPaymentList# merge tag and replacing it with the #StatementOfGiving# merge tag.

Example Statement of Giving Document Template with Merge Tags.

Example Statement of Giving

The example below shows a Statement of Giving with pre-filled sample data.

The Receipt Type column indicates whether each contribution has previously been receipted:

• Copy Receipt – The contribution has already been individually receipted and is included in the Statement of Giving as a record of the donor's annual giving.
• New Receipt – The contribution had not previously been assigned an Annual Receipt Number. An Annual Receipt Number was automatically generated during the Statement of Giving process.

After Processing

Once processing has completed:

• Statements of Giving are generated for every matching contact.
• Eligible payments that have not previously received an Annual Receipt Number are assigned one automatically.
• The Statement of Giving is recorded under Mailings & Email Receipts.
• A campaign action is created under the Annual Receipts campaign.

Depending on your selected delivery method:

Email

An email campaign is created allowing you to monitor:

• Delivered
• Opened
• Clicked
• Bounced
• Other email engagement metrics

Each email is also recorded against the contact's campaign history.

PDF

A PDF generation action is created allowing you to download and distribute the Statements of Giving manually.

Troubleshooting

Why isn't a contribution included?

Check that:

• The contribution falls within the selected financial year.
• The payment matches your selected query filters.
• The contact hasn't been excluded by a List or Attribute filter.
• The payment has been entered and reconciled.
• The correct financial year has been selected.

Remember, unlike an Annual Receipt, a Statement of Giving includes contributions that may already have received individual tax receipts.

Workflow Summary

The Statement of Giving process follows these steps:

1. Open the Receipt Generator.
2. Select Statement of Giving.
3. Create or load a saved query.
4. Configure the search criteria.
5. Review the results.
6. Generate the Statements of Giving by Email or PDF.
7. Review the completed campaign and receipt history.

Related Articles

• Receipt Settings
• Creating Document Templates
• Using Merge Tags
• Annual Receipt Generator – Common Questions & Troubleshooting
• Annual Receipt Generator