Year-end giving
Church giving statements
A contribution statement for every giver, for any year — covering everything the church received from them, not just what came in online.
Psalmly produces a year-end contribution statement for every giver, as a PDF, for any tax year.
It covers everything the church received from that person — card and bank gifts given online, plus the cash and checks an admin recorded — and carries the written acknowledgment the IRS asks a church to provide.
Members download their own from the web or the app. Admins can produce one for a giver who has no account.
How it works
There is no compile step, no export, and no January batch to run.
Step 1
Give however you give
Card and bank gifts through Psalmly are recorded as they settle. Cash and checks are recorded by an admin against the giver's name, in the same ledger.
Step 2
The year closes
Nothing to compile and no batch to run. The statement is assembled from the ledger the moment someone asks for it.
Step 3
Members download their own
From the web or from the Psalmly app on their phone, for any year they gave. The office never has to send one.
Step 4
Admins cover everyone else
For a giver with no account, an admin with finance access produces the same statement from the church's roster.
What is on the statement
The whole document, so a treasurer can see before they sign up whether it is the one their church needs.
- Your church, and the giver
- The church's name and mailing address, the giver's name, and the tax year the statement covers.
- Every gift, itemized
- Each gift with its date, the fund it went to, and the amount — in date order, so it reconciles against a giver's own records line by line.
- Online gifts and hand-recorded ones together
- Card and bank gifts sit alongside the cash and checks an admin recorded, because they are the same ledger. One document, not two to reconcile.
- The total for the year
- Bounded by the church's own calendar year, in the church's own time zone — the boundary a church would use, not a server's.
- The IRS acknowledgment
- The written statement that no goods or services were provided in exchange, which is the language §170(f)(8) asks a church to give. No EIN required.
- Nothing the church did not keep
- A gift that was fully refunded, or lost to a chargeback, is left off. A statement should only ever total what the church actually received.
Contribution statement
[church name]
[address] · [city], [state] [zip]
[giver name] · tax year [year]
[date] · [fund] · [amount]
[date] · [fund] · [amount]
[date] · [fund] · [amount]
Total for [year] · [amount]
No goods or services were provided in exchange for these contributions.
Where it works
The same statement, from wherever the person happens to be.
On the web
A member opens their giving page and downloads any year they gave.
On the phone
The same PDF in the Psalmly app, straight into whatever they use to save or send a file.
From the office
An admin with finance access produces one for a giver on the roster who has no account of their own.
At a glance
| What you can do | Produce a year-end contribution statement, as a PDF, for any giver and any year they gave — covering online gifts and hand-recorded cash and checks together. |
|---|---|
| Who produces it | Members produce their own. For a giver on the roster with no account, an admin with finance access produces it for them. |
| Where it works | The web, and the Psalmly app on iOS and Android. |
| What it costs | Included on every plan, Free included. |
Year-end giving statements are on every plan, including Free.
The core church app is free forever for churches up to 50 members, and the cap is soft — nobody who belongs to your church is ever kept out of it. AI is the one part of Psalmly a paid plan buys.
See what each plan includes →Questions churches ask
Does the statement include cash and checks?
Yes. Gifts an admin recorded by hand — cash, a check with its number, or another method — sit in the same ledger as online gifts, so one statement covers everything the church received from that person. This is the part churches most often have to stitch together by hand elsewhere.
Does our church need an EIN on the statement?
No. A donor acknowledgment does not require one. Every statement carries the church's name and address, the total, each gift with its date and fund, and the written acknowledgment the IRS asks for.
What about someone who gave anonymously?
Their own statement includes those gifts in full. Giving anonymously hides a giver's name from the church's reports — never from their own records or their receipts.
What about a giver who has no account?
An admin with finance access opens that person on the church's roster and produces their statement there. That is the member who gives by check every week and has no interest in an app — they never need one to get their statement.
When can members get last year's statement?
Any time. Statements are generated on request for any year the person gave, so nobody has to wait for the office to send a batch out in January — and nobody has to ask twice if they lose it.
What happens to a gift that was refunded?
It is left off. Anything fully refunded or lost to a chargeback never appears on a statement, because it is not a contribution the church kept.
Which year does a gift count toward?
The church's own calendar year, in the church's own time zone — so a gift given on New Year's Eve lands where the church would put it, not where a server in another time zone would.
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