Charitable Contribution letters

Does anyone have suggestions on sending end of year charitable contribution letters to their donors in funraise? Is there any way to send them directly from Funraise? If not, what method do you use?

Hi @jgates :waving_hand:

Each donor will have received a receipt for each donation they made during the year, but with Funraise you can also send a Yearly Donation Summary which is used by the donor as a quick guide to their charitable contributions for the previous year.

This email includes a PDF summary with all the donations the donor made in the previous year. You can send this summary email to a single support or send this email in bulk to a filtered list of supporters. The linked article shows how to that.

It’s also worth noting that your donors can access this summary at any time from the Giving Portal, so another option is to send a nice email to your donors with a link to where they can access this at their connivence.

This is awesome!

Thank you!!!

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