Introduction
Sending year end statements is an important task when reviving gifts from donors. Your donors can use this information for tax purposes and would need it prior to filing their taxes. Donors can access their own statements through the User Center, however CharityEngine suggests sending a reminder to your donors and informing them on how to receive their statement if they do not know how to do so.
Table of Contents
- Introduction
- Prerequisites
- Instructions - Query for Transaction Summary
- Instructions - Exposing the Tax Acknowledgement Download Option within the User Center
- Instructions - Exposing the Tax Acknowledgement Download Option within the User Center
- Instructions - Initiating your Email Blast for Donor Notification
- FAQs & Additional Reading
Prerequisites
Note: Only your individual people contacts will have access to the user center, not your households or organizations. If you want to send year end statements to your households, you will need to do this manually. For assistance in sending these statements manually, read this article.
Instructions - Query for Transaction Summary
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- SELECT: Full Name and Primary Email Address
- FILTER: Date > use the beaker icon to select Last Year from the drop down
- SELECT: Full Name and Primary Email Address

Instructions - Exposing the Tax Acknowledgement Download Option within the User Center
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- Name your template (required)
- Select Type = Statement from the drop down
- Set Active to yes
- Optional, create Description
- Click SAVE

Step 3: Navigate to Message Content tab to design your content. From here design using the out of box features or leverage the source code for more advanced html coding.
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- Search Statement to locate all End of Year Statement systemic tokens to enter into your template
- Pro Tip: Click on the Validate Tokens to ensure any tokens used are confirmed


Instructions - Exposing the Tax Acknowledgement Download Option within the User Center
Ensure your Online User Center has been configured to expose Year End Tax Acknowledgement template.
Step 1: Navigate to Online > User Center > Configure > Donations
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- Ensure Enable Tax Ack. Download = yes
- Select your Statement Template from the drop down box (as created above)

Instructions - Initiating your Email Blast for Donor Notification
Now that you have created your end of year statement template, exposed your user center, and created your targeted audience, you are ready to develop your email communication.
Step 1: Navigate to the Campaigns App > Quick Action > Email Blast
Step 2: When selecting your Audience, select Source: List and from the Select List: select the name of the query you created above and click NEXT.
Step 3: Next create your message or locate your previously designed content. Click NEXT once ready.
- Pro Tip: Be sure to include a link to the User Center where donors can print their tax statements (use the Button under Content and add your user center URL captured from above for easy click through)
Step 4: Under Settings, schedule your send (Send Now or Send Later) and leverage Additional Settings for additional attribution or sending details. Click NEXT.
Step 5: Confirm & Send by clicking PROCESS.
FAQs & Additional Reading
Q. How do I guide my donors on accessing and using the User Center?
A. For assistance in providing instructions to the user center, please read this article