Giving Statements

How to Get Your Giving Statement

Log in to Church Community Builder (CCB)

CCB is the online church management tool that we use for things like contact info, membership, and giving records. Go to stsusanna.ccbchurch.com and log into your account.

If you need help accessing or setting up an account, please email Teresa at johnst@stsusanna.org.

Access your Giving Statement
  1. Click on your Profile in the top-right corner.
  2. Choose the Involvement tab.
  3. Click on the ellipsis (3 dots) menu on the Financial tile.
  4. Select Giving Statement.

 

Options for Your Giving Statement
  1. Choose if you’d like a Giving Statement just for yourself or for your whole family.
  2. Select a date range for the gifts that should be included.
  3. Choose if you’d like only tax-deductible gifts, only non-deductible Transactions, or both to be included.
  4. Choose if you’d like Pledge information to be included.
  5. Click Run Report.

Your giving statement will appear on the screen.

Save or Print

Now that you have your Giving Statement, you can download or print it. Use your browser’s instructions to do so.

Questions?

If you have any questions or need help, we would love to help you. Contact Cathy Meyer at 513-398-3821, ext. 3113 or meyerc@stsusanna.org, for further assistance.

Reading a Giving Statement

  1. A list of all Transactions found within the date range set, including:
    • The date for the Transaction.
    • The type of Transaction (check, cash, online, or other) and check #.
    • Any notes about the Transaction.
    • Chart of Account (COA) fund the Transaction was applied to.
    • Amount of the gift.
    • Tax-deductible (TD) status of a Transaction.
  2. Dates will include the range used for the statement and the actual date the statement was created.
  3. Unique identification number.
  4. The Tax Deductible section summarizes the Transactions into totals by COA fund.
    • The non-deductible Transactions are split out into a separate category, if both tax-deductible and non-deductible Transactions are included, and are totaled separately.
  5. If included, a Pledges Summary will report on the progress of your Pledge.
  6. Name and address of organization receiving the gifts.
  7. Your Full name and address.
  8. For Canadian tax code reasons, there is a serial number at the top of the statement.