Migrating to HTML Contribution Statements

HTML contribution statements are highly customizable. However, depending on your requirements, you may not find it necessary to make modifications. Standard templates are provided. These can be used “out of the box” or can be tailored to your specific needs. See Contribution Statements - HTML Option for details.

If you are moving from the older statements format to HTML statements, please review in particular the section titled “Settings Used with the HTML Option” in the above-referenced help article. Some of the settings that were used with the older format are not used with HTML statements. If you have been using any of these settings, see below for how to obtain the desired results in the new format.

ContributionStatementFundDisplayFieldName

This retired setting determined whether funds would be designated by Name or by Description in the older statements. In HTML statements, this can be controlled by inserting {{FundName}} or {{FundDescription}} in the relevant locations within the StatementTemplateBody. In the supplied template, this is lines 19, 44, 67, 106, 136, and 168, but of course if you have modified the template the line numbers will not necessarily be the same.

The supplied template has {{FundName}} in these locations. If you want instead to have the fund description, simply replace all occurrences of {{FundName}} with {{FundDescription}}. For convenience, the code of the supplied template is included at the end of this article.

DisplayNonTaxOnStatement

This setting determined whether non-tax-deductible items would be included in the old statements. By default, the supplied templates for HTML statements does include non-tax-deductible items. If you do not wish to have these on your statements, remove the sections for Non-Tax Deductible Summary by Fund (lines 56-77), Non-Tax Deductible Contributions (lines 120-150), and Gift-in-kind Contributions (lines 152-176) from the StatementTemplateBody.

NoPrintDateOnStatement

By default, statements will print with the current date on the first page, above the Notice. If you want to exclude this date from HTML statements, remove Printed: {{FmtDate now}} from line 58 of the StatementTemplate.

PrintEnvelopeNumberOnStatement

by default, statements display the TouchPoint People ID for the contributor on the first page, above the Notice. If you want instead to display the contributor’s envelope number at this location, replace id:{{contributor.PeopleId}} with id:{{envelopeNumber}} on line 58 of the StatementTemplate.

RequireCheckNoOnStatement

The default template for HTML statements includes check numbers, when they exist, in the contributions details sections. In some cases, check numbers are displayed conditionally. In one case, they are displayed in combination with notes.

To remove check numbers from statements, remove the {{CheckNo}} code from the StatementTemplateBody where it occurs in the following locations:

  • In Tax Deductible Contributions, remove lines 109 - 111 and line 113.
  • In Non-Tax Deductible Contributions, remove lines 141-142.
  • In Gift-in-kind Contributions, remove {{CheckNo}} from line 171.

RequireNotesOnStatement

The default template for HTML statements includes notes, when they exist, in the contributions details sections. Sometimes they are displayed conditionally. In one case, they are displayed in combination with the check number.

To remove notes from statements, remove the {{Description}} code from the StatementTemplateBody where it occurs in the following locations:

  • In Tax Deductible Contributions, remove line 109 and lines 111 - 113.
  • In Non-Tax Deductible Contributions, remove lines 143-144.
  • In Gift-in-kind Contributions, remove {{Description}} from line 171.

Caution

Please note the potential confusion between the codes {{Notes}} and {{Description}}. The code {{Notes}} gives access to the memos left by donors for funds configured to allow it (labeled as Custom Notes on some screens in TouchPoint). On the other hand, the code {{Description}} gives access to the notes left by staff as they enter contributions or by the system for certain online contributions.


Statement Template

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<!DOCTYPE html>
<html>
<head>
    <style type="text/css">
        * {
            font-family: Helvetica, Helv;
            font-size: 11pt;
            margin: 0;
            padding: 0;
            text-align: left;
            text-indent: 0;
            vertical-align: top;
            -webkit-border-horizontal-spacing: 0;
        }

        thead {
            display: table-header-group;
        }

        tfoot {
            display: table-header-group;
        }

        table,
        tbody {
            page-break-inside: auto;
        }

        table {
            margin-bottom: 20pt;
        }

        tr {
            page-break-inside: avoid !important;
        }

        td, th {
            padding: 2pt;
        }

        .right {
            text-align: right;
        }

        .header {
            border-bottom: 2px solid black;
        }
        .subtotal {
            border-top: 2px solid black;
        }
    </style>
</head>
<body>
    <table style="width:100%;height: 3.5in;">
        <tbody>
            <tr>
                <td style="width: 55%">{{{header}}}</td>
                <td class="right">Printed: {{FmtDate now}} id:{{contributor.PeopleId}} {{contributor.CampusId}}<br />{{{notice}}}</td>
            </tr>
            <tr>
                <td style="padding-left:20pt;font-size:13pt">{{contributor.Name}}<br />{{{contributor.MailingAddress}}}</td>
                <td></td>
            </tr>
        </tbody>
    </table>
    {{{body}}}
    {{{footer}}}
</body>
</html>

Statement Template Body

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<p style="font-weight:bold;margin-bottom: 20pt;">
    Period: {{FmtDate fromDate}} - {{FmtDate toDate}}
</p>
{{#ifGT pledges.Count 0}}
<table style="width:100%">
    <thead>
        <tr><th colspan="5">Pledge Summary as of {{FmtDate toDate}}</th></tr>
        <tr>
            <th class="header">Fund</th>
            <th class="header right">Pledge</th>
            <th class="header right">Prior Years</th>
            <th class="header right">Current Year</th>
            <th class="header right">Balance</th>
        </tr>
    </thead>
    <tbody>
        {{#each pledges}}
        <tr>
            <td>{{FundName}}</td>
            <td class="right">{{FmtMoney Pledged}}</td>
            <td class="right">{{FmtMoney PriorYearsTotal}}</td>
            <td class="right">{{FmtMoney CurrentYearTotal}}</td>
            <td class="right">{{FmtMoney Balance}}</td>
        </tr>
        {{/each}}
    </tbody>
</table>
{{/ifGT}}

<div><b>Contributions Summary</b></div>

<div class="single-column">
    {{#ifGT taxSummary.Count 0}}
    <table style="width:100%">
        <thead>
            <tr>
                <th class="header">Tax Deductible Summary by Fund</th>
                <th class="header right">Amount</th>
            </tr>
        </thead>
        <tbody>
            {{#each taxSummary}}
            <tr>
                <td>{{FundName}}</td>
                <td class="right">{{FmtMoney ContributionAmount}}</td>
            </tr>
            {{/each}}
            <tr>
                <td class="subtotal">Tax Deductible Total</td>
                <td class="subtotal right" style="padding-right:10pt">{{FmtMoney taxSummary.Total}}</td>
            </tr>
        </tbody>
    </table>
    {{/ifGT}}

    {{#ifGT nontaxSummary.Count 0}}
    <table style="width:100%">
        <thead>
            <tr>
                <th class="header">Non-Tax Deductible Summary by Fund</th>
                <th class="header right">Amount</th>
            </tr>
        </thead>
        <tbody>
            {{#each nontaxSummary}}
            <tr>
                <td>{{FundName}}</td>
                <td class="right">{{FmtMoney ContributionAmount}}</td>
            </tr>
            {{/each}}
            <tr>
                <td class="subtotal">Non-Tax Deductible Total</td>
                <td class="subtotal right" style="padding-right:10pt">{{FmtMoney nontaxSummary.Total}}</td>
            </tr>
        </tbody>
    </table>
    {{/ifGT}}
</div>
<div class="single-column">
    {{#ifGT contributions.Count 0}}
    <table style="width:100%">
        <thead>
            <tr>
                <th>Total Contributions For Period</th>
                <th class="right">{{FmtMoney totalGiven}}</th>
            </tr>
        </thead>
        <tbody></tbody>
    </table>

    <table style="width:100%">
        <thead>
            <tr><th colspan="5">Tax Deductible Contributions</th></tr>
            <tr>
                <th class="header" style="width:60pt">Date</th>
                <th class="header" style="width:180pt">Fund</th>
                <th class="header right" style="width:60pt">Amount</th>
                <th class="header">Type</th>
                <th class="header">Detail</th>
            </tr>
        </thead>
        <tbody>
            {{#each contributions}}
            <tr>
                <td class="right">{{FmtDate ContributionDate}}</td>
                <td>{{FundName}}</td>
                <td class="right">{{FmtMoney ContributionAmount}}</td>
                <td>{{ContributionType}}</td>
                {{#if CheckNo}}
                <td>{{CheckNo}}</td>
                {{else}}
                <td>{{Description}}</td>
                {{/if}}
            </tr>
            {{/each}}
        </tbody>
    </table>
    {{/ifGT}}

    {{#ifGT nontaxitems.Count 0}}
    <table style="width:100%">
        <thead>
            <tr><th colspan="5">Non-Tax Deductible Contributions</th></tr>
            <tr>
                <th class="header" style="width:60pt">Date</th>
                <th class="header" style="width:180pt">Fund</th>
                <th class="header right" style="width:60pt">Amount</th>
                <th class="header">Type</th>
                <th class="header">Detail</th>
            </tr>
        </thead>
        <tbody>
            {{#each nontaxitems}}
            <tr>
                <td class="right">{{FmtDate ContributionDate}}</td>
                <td>{{FundName}}</td>
                <td class="right">{{FmtMoney ContributionAmount}}</td>
                <td>{{ContributionType}}</td>
                {{#if Notes}}
                <td>{{Notes}}</td>
                {{else if CheckNo}}
                <td>{{CheckNo}}</td>
                {{else}}
                <td>{{Description}}</td>
                {{/if}}
            </tr>
            {{/each}}
        </tbody>
    </table>
    {{/ifGT}}

    {{#ifGT giftsinkind.Count 0}}
    <table style="width:100%">
        <thead>
            <tr><th colspan="5">Gift-in-kind Contributions</th></tr>
            <tr>
                <th class="header" style="width:60pt">Date</th>
                <th class="header" style="width:180pt">Fund</th>
                <th class="header right" style="width:60pt"></th>
                <th class="header">Type</th>
                <th class="header">Detail</th>
            </tr>
        </thead>
        <tbody>
            {{#each giftsinkind}}
            <tr>
                <td class="right">{{FmtDate ContributionDate}}</td>
                <td>{{FundName}}</td>
                <td></td>
                <td>{{ContributionType}}</td>
                <td>{{CheckNo}} {{Description}}</td>
            </tr>
            {{/each}}
        </tbody>
    </table>
    {{/ifGT}}
</div>


Latest Update 07/30/2021

Added this article.