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Donor Financial Statement

Modified on: Mon, Mar 22 2021 3:44 PM

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 

  1. Click "Donor Financial Statement" to open the report selection page. 
  2. Select your desired report format.
  3. 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.
  4. Scroll to the bottom, then click the Finish button.


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