When Giving Statements are emailed, the recipient receives a customizable cover email and an attached PDF Giving Statement. (example below).
(1) Customize Your Cover Email
Manage your cover email by navigating to Settings > Giving > Giving Letter Email Template.
Use the email editor to update your Cover Letter Email and the provided placeholders to insert custom name options and dates dynamically. Once you're satisfied, click Save.
(2) How to Email Your Statements
Emailing your end of year tax statements is quick and easy with the Giving Details report. Follow the steps to quickly generate a list of contributions for the Last Year and email them out to donors.
- Click on Reports → Giving → Detail
- Click on the Date filter and choose the appropriate option, such as Last Year or Date Range.
- Choose other criteria as needed then click Apply to filter the results.
- Click on the download icon
and choose Email Statements from the menu.
- Choose the Giving Template, if you have more than one, from the drop-down menu. The template you choose will be attached to your email as a PDF. (Learn how to Customize Your Giving Statement).
- Select an option and click Go at the bottom of the modal.
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From the Email Individual Giving Statements screen, the number of individuals or organizations without an email address will appear. Use the two buttons to Print Statements and Labels for donors without email.
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When ready, click Send Emails. A message will display, "Creating and sending the statements can be time-consuming; please be patient..." This will display until all of the emails have been sent.
Note: For families where giving is grouped together, both the primary contact and spouse will receive your emailed statements.
Related Topics:
- Including Multiple Individuals on a Giving Statement
- Printing Giving Statements
- Print an Individual's Giving Statement
- Year End Giving Statement Overview
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