Skip to content

Donor Statements


Create donor thank-you statements from QB Windows that are ready to print and mail 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 Excel add-in pulls QuickBooks donation transactions and then creates customizable donor statements in a letter-like format ready to print.  You can create one or many statements at a time with no data entry.

key features

The Donor Statements add-in includes 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.

It 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.

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!

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.

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.

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


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.


We’ve got lots of happy customers!

I can’t believe how easy it was to download and run the statements in the trial version! I spent way too much time trying to make the stock QuickBooks reports look professional and include the information needed. Thank you for creating this program and making it available. It is worth the money. – Doug McRoberts, Ottsville, PA

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

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



Release Notes

3.41: Changes to the custom / duplex print feature.  Add option to print page numbers on statements.

3.38: Fixed an issue with new 64-bit connection method where the charity company name and address was not saved for use on statements.

3.37: Added the ability to force the 64-bit connection method for 32-bit excel.

3.36: Added option to omit the page footer from the first page of multi-page statements when emailing statements.

3.35: Added option to omit the page footer from the first page of multi-page statements when using the print duplex statements feature.

3.34: Fix issue with footer height.

3.33: Changes to About & Purchase dialog to handle more than one product key.  Fix for Excel 2016 to resolve issue where app would not load properly.

3.29: Fixed issue where footer margin was set to less than 0″ and so would not print.

3.31: New feature that enables pulling more data (for example YTD data) and then including less detail on the statements.  New fields so you can let users know their current-period donation total as well as the larger (e.g. YTD) donation total.

3.32: Now preserve formatting for custom field data returned from QuickBooks when using the auto-replace values in the statement text fields. This is especially useful for custom values that can be interpreted as numbers, but are saved in QB with more detail.  Now “$500.00” returned from QB in a custom field does not become “500” on the statements.