Your year-end giving statement or annual contribution receipt can be found in the Documents section of your online fund portal. Please note: contribution statements are associated with the user profile that was logged in when the contributions were made during the year. If you cannot find a statement, try looking for it by logging in under a different account or the account of a different user with a role on the fund. If multiple users on a single fund contributed throughout the year, each user will have their own contribution receipt.
Follow the steps below to navigate to the Documents section of your user profile and access contribution statements for downloading. Once you are logged in, you can also start a step by step tour to the Documents tab by clicking here.
STEP 1
Click on your profile in the bottom left corner from your fund dashboard. Within the profile menu, select 'Profile."
STEP 2
From your profile settings, select the "Documents" tab highlighted below.
STEP 3
Within the Documents section, follow the steps highlighted in the image below.
Make sure that "Personal Documents" is the selected tab.
Under "Contribution Statements," or "Other" click the dropdown carrot.
Locate the year-end statement and click the black download arrow to download the document to your local device.
Troubleshooting
Change the time filter to "ALL" in the documents section to ensure the statement generated month is included in the documents search.
Check to see if the contribution statement is located in a drop-down section called "Other"
Some mobile devices may have downloads blocked for browsers. Try downloading the statement on a desktop computer.
Please note: contribution statements are associated with the user profile that was logged in when the contributions were made during the year. If you cannot find a statement, try looking for it by logging in under a different credentialed account or the account of a different user with a role on the fund.
Still need help? Call us at 913-310-0279 between 8:30 AM CT and 5 PM CT or click the button below submit a help ticket.