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 who initiated the contributions made during the year. If you are unable to find the contribution statement under your personal login, please have the other grant advisor/user on the account log in to view it under their personal record. If you are still unable to locate the statement, please contact our Donor Care Team at (913)310-0279 or donorcare@thesignatry.com.
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 downloadable contribution statements. Once you are logged in, you can also start a step by step tour to the Documents tab by clicking here.
STEP 1
Click "Profile Settings" in the bottom left corner of your fund dashboard. Select "My Documents."
STEP 2
Within the Documents section, follow the steps highlighted in the image below.
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Make sure that "Personal Documents" is the selected tab.
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Under "Contribution Statements," or "Other" click the dropdown carrot.
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Locate the year-end statement and click the black download arrow to download the document to your local device.
Troubleshooting
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If you do not see the contribution statement in the dropdown list:
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Change the time filter to "ALL" in the documents section to ensure the documents search includes the month in which the statement was generated.
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Check the drop-down section called "Other." Your contribution statement may be listed there.
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- 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 who initiated the contributions made during the year. If you are unable to find the contribution statement under your personal login, please have the other grant advisor/user on the account log in to view it under their personal record. If you are still unable to locate the statement, please contact our Donor Care Team at (913)310-0279 or donorcare@thesignatry.com.
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.
