Send a Yearly Donation Summary PDF to an individual Supporter or a filtered list of Supporters. This action sends an email with a PDF attachment that includes the donor's historic donations grouped and totaled by year.

Send a Yearly Donation Summary to a single Supporter

  1. In the platform sidemenu > Click Supporters > Supporters

  2. Click a Supporter's action menu (3 dots)

  3. Click Send Yearly Summary


Send a Yearly Donation Summary to a list of Supporters

Create a Yearly Donation Summary list
To create a Supporter list that includes all donors from the previous year, we recommend using the following filters:

  • Last Donation Date > is after to equal to > Jan 1, 2022

  • First Donation Date > is before > Jan 1, 2023

☝️ 10,000 Donation Summary emails can be sent per day

You can only send 10,000 Yearly Donation Summary emails per day. Any emails over this limit will be dropped. If your send list is larger than 10,000 Supporters, we recommend creating multiple send segments using Last Donation Date.

  1. In the platform sidemenu > Click Supporters > Supporters

  2. Add filters

  3. Click the list action menu (3 dots) > Select Send Yearly Summary To List


Good to know

  • The content of the Yearly Donation Summary email and PDF is not configurable

  • You can add your logo to the email or PDF from Brand Settings

  • The summary PDF contains all Transactions for a Supporter, grouped and totaled by year. Each Transaction displays the date, total amount, and tax-deductible amount.

  • Transactions with the tag, #FR_NOT_TAX_DEDUCTIBLE will appear on the summary with a tax-deductible amount of $0.

  • An In-Kind donation with the Hide estimated value on receipt option selected will display In-Kind in both the amount and tax-deductible amount columns.

Tip: Your Supporters can also access their Yearly Donation Summary PDF on their own with Funraise's Giving Portal App.

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