Send Yearly Donation Summary

Send a Yearly Donation Summary to a single Supporter or a list of Supporters

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

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 an itemized table of the donor's donations from the previous 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

  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

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, 2023

  • First Donation Date > is before > Jan 1, 2024

☝️ 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.


Good to know

  • You can generate a printable PDF of the Yearly Donation Summary from the Supporter profile actions menu:
    ​

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

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

  • Each donation from the previous year and the total of donations from the previous year are included in the PDF

  • 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.

  • Donations made in any other currency than your organization's platform currency will have a tax deductible amount of $0. This is because donations to foreign organizations are generally not tax deductible.

  • 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.

  • "No goods or services were received in return for the Tax Deductible Amount of gifts" appears at the bottom of the summary.

Yearly Donation Summary example

This image shows an example of the Yearly Donation Summary PDF.

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

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