Giving Statement Email - Statement Message

For Giving Statement settings I can add a custom Statement Message to the PDF version but not the Email version. According to the IRS, https://www.irs.gov/pub/irs-pdf/p1771.pdf, I need to add a message to the giving statement that says no benefit was received. I am not able to add this required statement to the email making it where I am not able to send giving statements through the email option. To comply with IRS regulations please add the option to add a custom statement message to the email as you have already for the PDF.

  • John Montgomery
  • Nov 12 2021
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  • Guest commented
    January 11, 2023 20:35

    I completely agree. The email giving statements are worthless without the ability to add the tax-deductibility statement and are unprofessional without a note of gratitude. There is also a need for receipt amount, but not receipt number.

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  • Dan Sassenberg commented
    March 16, 2022 20:51

    This right here makes the giving statement emails worthless to me. Otherwise they would work well for my organization, but without that line, I can't use them.

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  • Lisa Dyer commented
    January 31, 2022 22:34

    Yes!!! I agree! I am so surprised that Blackbaud, being such a leader in the area of donor platforms, does not have this set up.

    Also, there are a few columns (Receipt and Receipt number) that we do not want to appear. Please allow for us to choose which columns to include and which ones to eliminate.

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