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Use Mail Merge to Send Year End Donation Summary Letters
Use Mail Merge to Send Year End Donation Summary Letters

How to print a Yearly Donation Summary.

Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Funraise's Yearly Donation Summary email is the most common way to send tax season donation summaries to your donors, but if a donor does not have an email address, they will not receive the Yearly Donation Summary email.
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The summary can not be printed from within Funraise. To print your own Yearly Donation Summary letters, you can export a .csv of Transactions from Funraise, and then use external spreadsheet and word processor mail merge tools to create printable letters.
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​Note: This is not something your Funraise Success Manager can support because it involves external spreadsheet and word processing tools. We hope this quick article will provide a guide if you're new to mail merging.


In Funraise...

Export Transactions from the previous year. Use filter Date > is exactly > Last Year

In Excel and Word...

This tutorial video details the basics of mail merging. Your solution will be unique for your needs.

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