If a donor has an outdated or missing email address that needs to be updated to send them their tax statement, you can easily update this information in just a few quick steps. We'll guide you through it below 😃
User Permissions needed to access Giving
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.
How to Update Donor Information for Tax Statements
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Login to your Tithely account and select Giving.
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Select Tax Statements from the Giving menu.
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Select a batch of tax statements from the Previous Batches area by clicking on it. This will open further information for that batch.
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Search the batch for the individual for whom you need to update your contact information.
You can search by:
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Name
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Email Address
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Receipt #
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Once you've located the individual, select the arrow button on the right side or the yellow triangle if an email is missing or invalid.
Selecting the arrow button will open a pane on the right side of the screen containing contact information for the donor. -
Update the email address of the donor.
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Click Save.
Note: Any changes made will reflect in the donors' profile across Tithely.
If you need to re-send the tax statement, follow the instructions in this article.
❗ Disclaimer: Tithe.ly cannot provide accounting advice.