Skip to content

Donor Statements

$79.00

Create donor thank-you statements ready to print and mail, based on your QuickBooks data, without any additional data entry. Statements designed to fit into #10 windowed envelopes with no mailing labels required. Statements can also be emailed when used with the XL Email Manager.

Click icon for free trial:Windows 


Purchase License

Create detailed donor statements

Create donor statements directly from your QuickBooks data. No need to reenter any data.

How it works

This add-in pulls QuickBooks donation data into Excel and then automatically creates customizable donor statements in a letter-like format ready to print.

key features

When printing statements, use #10 windowed envelopes so there is no need to create address labels. This can reduce labor and eliminate labeling mistakes.  New, a visual alignment feature makes it easier to create statements that align to your windowed envelopes!

Create donor statements and batch email them!  The email feature requires purchase of our BRC XL Email Manager.

There is no special set-up needed in QuickBooks. If you’ve entered your donations using your donor names, they’ll probably work with this add-in.

The Donor Statements add-in includes support for donation transactions entered as Invoices & Payments, Sales Receipts, Statement Charges, Deposit line items, or even as General Journal entries. You can mix and match between these transaction types, all of which can be included in your statements.

It features options to customize your statements to suit your charity: Specify opening and closing text, include various ‘mail-merge’ fields, and include & customize the details of each Donor’s giving history.  Additional options let you select between two donation table types and choose table data columns such as date, item, description, class, and many others.

Pledges (open Invoices) can be included in their own detail table to help recipients see both their giving history and also any outstanding commitments they have made.

Free Trial

Download this add-in for a free trial, which allows you to try before you buy.  During the trial the tool is limited to creating 15 statements per run.  After you purchase there is no limit to the number of statements you can create.

Click the Windows logo above to download the tool in trial mode.  You can use the trial to test in your environment with your data.

Testimonials

We’ve got lots of happy customers!

BRC has made creating out donation letters quite efficient. The software is easy to use and easily adjusts to your company’s needs. Customer Support is quick to reply to any issues and walks their customer through any issue. I was very impressed with Steuart and his patience with an issue we had. He even knew QuickBooks well enough to realize that it was not a BRC issue, but a problem with QB. He told me how to fix and it worked like magic. I was easily able to finish our donor letters and move on to other projects. Thank you so much!  – Karen Fecarotta, Matthews, NC

We have used this add-in for the past 2 years to make our donor letters because QuickBooks Non-Profit does not have the capability to make donor letters which show each individual donation. Some donors ask to see the individual donations for reconciliation purposes, and we want to honor those donors. BRC has exactly what we want. It was incredibly easy to use the Donor Statements software. The directions are easy to understand and the letters are exactly what we want. Even adding our logo is easy.  Thank you BRC for making such an incredible add-in.  – Barbara –  HEED

I teach QuickBooks courses for Churches annually and always recommend your Donor Statements software. It is a major feature that Intuit has missed when meeting the needs of churches. Thank you. –   Rev. David J. MacDonald, Haddon Township, NJ

Screenshots