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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βNote: 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.