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How Do I Access My Giving Statement?

AS A MEMBER OF OUR ONLINE COMMUNITY (CCB) YOU CAN ACCESS YOUR GIVING RECORD ONLINE


 Here are the steps:

  • Go to www.newlifepismo.com and click on “Log In” in the upper right of the home page
  • Enter your login and password.
  • On your Home page, click on your name next to your picture in the box on the right side of the page.
  • On your Profile page, click the “Financial” tab under your information
  • On that page you can view your most recent contributions
  • If you would like to print a statement, Under “Printable Statements,” click “Giving Statement”
  • In the dialog box that appears, click on the pull-down menu to select either an individual or family statement
  • Enter the date range for the statement you want (e.g., January 1. 2009 to December 31, 2009)
  • Indicate if you want to see only deductible or all transactions
  • When you are ready, click the “Create” button
  • The report will download to your computer as a PDF file. This will probably be found in your “Downloads” file.