Online Giving - End of Year Statements

Pulling Year-End Tax Statements

*You can download a .pdf of these instructions in the portal under the "Tip of the Month" tab to add to your bulletin, email to donors, etc...*

Donors can pull their own statements in Online Giving

  1. Log in to your Online Giving donor account.
  2. Click on "My Online Giving History".

    3. On the right side, click the "Print" button.

    4. Set your date range from 1/1/2014 to 12/31/2014.

    5. Change the report type to "Full Detail Report (Tax Purposes)."

    6. Leave the tax filter option checked.

    7. Click "Print."

    8. Your report will open in a new window.

    9. You will need to export the report to a PDF to print the full report

  - To print, click on the PDF link at the top of the screen

  - This will open the report as a PDF and will let you print the report

* You will want to have your pop-up blocker disabled. This allows the PDF to pop open for you. *

 

 

 

Online Giving

Technical Support

 

Phone
800-348-2886, ext 4
 
Email:
onlinegiving@osv.com

 

 

 

Online Giving

Online Giving

Secure and Convenient Donate now!