Donor Financial Statement
The Donor Financial Statement is perfect for sending donors a record of their giving. While not suitable for tax purposes, it is branded and formatted and you can select specific campaigns, timeframes, and giving designations or include all giving for a single donor or a group of donors.
In Advancement Performance (AP), go to UVA Public > Giving folder, then
- Click "Donor Financial Statement" to open the report selection page.
- Select your desired report format.
- Enter your report selection criteria. You can select a Clipboard List or enter a single or group of Advance Entity ID numbers in the 10-digit format.
- Scroll to the bottom, then click the Finish button.