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Consolidated Statements – PosiGive Enhanced

Consolidated Statements – PosiGive Enhanced

PosiGive Enhanced provides a complete process for creating and sending consolidated giving statements to donors. This process allows you to generate statements for individual donors or in bulk, and then email those statements directly from the system.

The process includes:

  • Generating a single consolidated statement from an individual Account

  • Generating consolidated statements in bulk from an Account list view

  • Emailing the generated consolidated statements to the donor

What is a Consolidated Statement?

A Consolidated Statement is a professionally formatted summary of a supporter’s giving for a selected fiscal year or period. It can include either:

  • Only regular (recurring) donations, or

  • All donations, including both one-off and recurring gifts

PosiGive Enhanced ensures that the correct donor are selected based on their giving activity, the right donations are included for the chosen fiscal year or period, the proper acknowledgement template and branding are applied, and that each statement is recorded for tracking and audit purposes.

Single vs Bulk Generation

There are two ways to generate consolidated statements: Single Generation and Bulk generation.

Single Statement Generation (From an Account)

Single generation is used when you need to create a consolidated statement for one supporter at a time.

From the supporter’s Account, click Generate Consolidated Statement. A simple pop-up will appear where you can check the supporter’s name, the statement name, the template being used, and which donations will be included. You’ll also see how many donations match your choices before you create the statement.

Once generated, the statement can be viewed and accessed from the record.

For the step-by-step process, see Single Generating Consolidated Statement - PosiGive Enhanced

Bulk Statement Generation (From an Account List View)

Bulk Statement Generation is used when you want to create giving statements for many donors at once, for example, at the end of the year.

Start from an Account list view, select the donor you want, and click Generate Consolidated Statements. A simple screen will appear where you can review the selected donor, remove any you don’t want, and choose the time period, template, and which donations to include. You’ll also see how many donations match your choices before you generate the statements.

When you click Generate, the system creates and saves a separate statement for each supporter who qualifies.

For the step-by-step process, see Bulk Generating Consolidated Statement - PosiGive Enhanced

Email Sending Process

After the statements are generated, they can be emailed to donor. The email process is the same for both single and bulk runs.

For the step-by-step process, see Consolidated Statement Email Sending Process - PosiGive Enhanced