.. done

Contribution Statement Types and Envelope Options
=================================================

Edit Statement and Envelope Options
-----------------------------------
The settings for these are on the `Profile > Member` tab of the People Record
as well as on the `Giving > Statements` tab.
A user with the **Membership** role or the **Finance** role
can edit these. **A My Data user** can also update these fields on his own record
or that of his family members.

#.  Click where you see the type or option displayed.
#.  Select the appropriate option from the dropdown menu.
#.  Click the blue check mark to save changes.

.. seealso::
    - :doc:`../People/PersonPageTabs`
    - :doc:`../People/MembershipProcess`

.. glossary::

    Contribution Statement Types
        -  **Joint**
           For married couples
           that want to receive one statement.
           It will be addressed to the couple with all their contributions combined,
           regardless of whether the contributions are posted to the husband or
           the wife’s giving record.

           .. caution::
                Both spouses must have a marital status set to **Married** and
                both must have the Statement Option set to **Joint**.
        -  **Individual**
           For singles or for married couples who want their
           contributions recorded separately.
           They will each receive a contribution statement
           showing only contributions posted to his or her
           individual giving records.
        -  **Not Specified**
           This is the default for a new record.
           If a person has this setting and makes contributions,
           he will receive an individual statement.
           However, if his Marital Status is Married, the Gender is set,
           and there is a spouse in the family
           the default will be to send a Joint Statement.
        -  **None**
           This should be set only if a person has requested not to
           receive a statement.
           This will prevent even an electronic statement from getting generated.

.. glossary::

    Electronic Only Statements
        When this box is checked,
        the donor will be excluded when Contribution Statements
        are printed for everyone **if** you select
        Exclude Electronic Only when generating the statements.
        Those with this setting should be notified via email when each quarter's
        contributions have been posted,
        so they can log on and print their statements.

        .. note::
            In order for donors to generate their own statements,
            they must have at least a My Data user account.


    .. seealso::
        - :doc:`ElectronicOnlyStatements`
        - :doc:`ContributionStatements`

.. glossary::

    Envelope Options
        The Envelope Option needs to be set
        if you use an envelope mailing service.
        Otherwise, it is not necessary.
        You will want to create a saved search for those with `Joint`
        Envelopes and another one for those who receive `Individual` Envelopes,
        in order to upload the file to your mailing service.

        -  **Joint**
           For married couples that want
           to receive one set of envelopes addressed to the couple.
           The envelope number will be the
           people ID# of the husband.
        -  **Individual**
           For singles or for married couples who want to
           contribute individually.
           Married couples will also need to have their
           Contribution Statement Type set as Individual as well.
           Each person will receive their own packet of envelopes
           with their people ID# as the envelope number.
        -  **Not Specified**
           This is the default for a new record.
        -  **None**
           This is the setting to use if a person uses on-line giving
           or has requested not to receive envelopes.

        .. seealso::
            :doc:`MailedEnvelopeSets`

        .. caution::
            Be sure to assign the same statement type and envelope
            option to both the husband and wife.
            Also, if they are giving jointly, be sure that they each have the marital status of Married.

.. admonition:: Special Mailing Address and/or Couple Name

    You can create a Family Extra Values for a Mailing Address (perhaps for a PO Box or business address)
    and/or for a Couple Name that is not standard (such as Rev. and Dr. John Smith or John Smith and Mary Jones)
    that will be used for printed Contribution Statements.

    .. seealso::
        :doc:`../ExtraValues/FamilyExtraValues`