Giving Statements
You can obtain your 2012 GIving Statement online. It really is pretty easy if you go one step at a time.
So you can see these instructions while you take the following simple steps, either:
1) Print this page, OR
2) Open a second tab in your browser to newlifepismo.com. Use one tab for instructions and the other to navigate.
Access the “Online Community (CCB)” page by clicking here or in the blue bar at the top of the New Life web page.
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You will be taken to the CCB login page. On the CCB page… |
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| 1. | Enter your login and password and click "Login." If you do not have a login and password, click "Sign Up.' Provide the requested information and a login and password will be sent to you via email. |
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| 2. | You will be taken to your personal homepage. On your "Home" page, click "Go to my profile" under your name on the right side of the page. A profile page will come up. | |
| 3. | In the menu below your profile, click on the Financial tab. (You can check your recent giving at any time using this tab.) | |
| 4. | For a printed statement, on the right side under Printable Statements, click “Giving Statement.” |
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| A dialog box will appear on the screen. In the dialog box… |
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| 5. | Under Type, use the pulldown menu to select "Family" for a family statement or "Individual" for an individual statement. | |
| 6. | Under Date Range, enter the date range. For example, if you want a 2012 annual report, enter 1/1/12 and 12/31/12. You may also use the "Quick Date Range" pulldown to make a selection (e.g., "Last Year"). | |
| 7. | Under Tax Deductible, choose "Deductible Only" for a tax statement of deductible gifts. You may also use the pulldown menu to choose "Both Deductible and Non-deductible" or "Non-deductible Only" reports. | |
| 8. | Since we do not use pledges at New Life, disregard the Include Pledge Information section. |
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| 9. | At the bottom of the page, click the Create button and a report will be downloaded to your computer. The file will be named "Giving Statement.pdf." |
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| 10. |
On most computers the file will be located in a "Downloads" file or perhaps on the "Desktop." It will be in the place where you usually locate downloads. | |
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You can check your current giving or print a statement at any time using these 10 steps. |
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Last Updated Tuesday, May 21, 2013 - 03:14 PM.
