Annual statement season is a good time to connect with and thank your donors. This year, you can honor people who give together by addressing and sending statements to both people using the new Joint Donor feature in Giving.
On the administrative side of Giving, there are a few ways to connect two people who give jointly. By visiting the People tab within Giving, you can see a list of everyone who is and isn’t currently a joint donor and edit their status from the list. Alternatively, you can click the Join Donors button in a donor’s profile.
After joining a donor, their donation history will change to a combined view for both donors.
Donation History, Receipt Emails, and Statements
Whether one person does all the giving or both donors give throughout the year, Giving will keep track of joint donors as a couple. Joined donors will see a combined donation history when they visit their profile online and both will receive email receipts (in accordance with their email preferences) when either one gives.
Then, when you are ready to send out statements, Giving will generate combined statements for joint donors.
More details about this feature can be found here. As always, reach out to our support team with any questions you have by clicking the question mark in the top right-hand corner of any page within Giving.
Happy statement season! Team Giving