> For the complete documentation index, see [llms.txt](https://docs.lightpost.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.lightpost.app/add-on-features/financial-management/contribution-statements.md).

# Contribution Statements

Generate year-end contribution statements, email them to members as PDFs, and let members download them from the web app.

Contribution statements (also called year-end contribution letters) summarize each member's giving for a calendar year.

Open them from **Finance → Reports → Yearly Contribution Letters**, or from **Online Giving → End of Year Contribution Letters** if your account only uses Online Giving.

### Generating Statements

1. Click **Create New Report**, choose the year, and click **Preview Report**. The preview shows the totals and whether each member is **Ready** or already has a statement (**Report Exists**).
2. Click **Review & Finalize Report** and enter:
   * **Statement Message** — printed on every statement and included in the email.
   * **Notes** — internal only.
3. Click **Generate Contribution Reports**.

{% hint style="warning" %}
Statements are generated once. If a member already has a statement for that year, it is not regenerated or updated. Finish recording the year's contributions before generating statements.
{% endhint %}

### Emailing Statements

1. Open **Past Reports** and select the year.
2. Use **Email** (or **Resend**) and **Download** on an individual member, or click **E-mail Statements** to send them all at once.

The bulk option shows how many statements are ready to send, can optionally resend to members already emailed, and lists members without a deliverable email address. Emails go out gradually, and the **Emailed** column updates as each is sent. Each email includes the statement message and the statement as a PDF attachment.

Emailing statements requires the **Manage Financial Records** and **View Contribution Amounts** permissions.

### What's on the Statement

Each PDF statement covers January 1 – December 31 and includes:

* Your church's name, address, phone, and website.
* The member's name and mailing address, and the statement date.
* Total contributions, number of gifts, and your statement message.
* Giving by fund, followed by each contribution's date, fund, method, and amount.
* An acknowledgment that no goods or services were provided in exchange for the contributions.

### What's Not Included

* Contributions that are not linked to a member.
* Failed online (bank account) payments.
* Transactions in categories marked **Goods or services category?**, such as camp fees or merchandise. See [Finance Categories](/add-on-features/financial-management/finance-categories.md).

### Member Access

When [Online Giving](/add-on-features/online-giving.md) is enabled, members can download their statements from the **Giving** page of the web app under **Contribution Reports**. Statements are not currently available in the mobile app.