Year-end giving statement emails

With one click, generate and send personalized year-end giving statements to every donor with their full giving total for the calendar year. The statement includes every donation with date, amount, campaign, and tax-deductible note β€” formatted for the donor's records. Schedule delivery for January or send on demand. Saves your finance team weeks of manual export and mail merge work every year.

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Status

Completed

Board
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Feature Request

Tags

Donors

Date

9 days ago

Author

Dustin Cole

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