How do I download a donor statement?

Steps to download a statement for an individual or an organization

• Login to the V2 Admin Portal and click on the Data Entry tab

• Under the People menu, click on the Individuals link

• Search for the donor and click on their name link in the search results

• Click the Reports button

• Click the Statements link

• Click the link for the statement year you need. The file will download automatically.

For Organizations

• Under the Organizations menu, click the Organizations link

• Search for the organization and click on their name link in the search results

• Click the Reports button in the upper-right-hand area

• Click the Statements link

• Click the link for the statement year you need. The statement will download automatically