Features in this article may not be included in every Funraise plan.
You can individually send a Yearly Donation Summary PDF to a Supporter. This will send an email with a PDF of the donor's historic donations by year.
Send a Yearly Donation Summary
From the Supporter table
Click a Supporter's action menu (3 dots)
Click Send Yearly Summary
Good to know
The PDF contains all donations for a donor, organized by year. Each donation displays the date, total amount, and tax-deductible amount.
Transactions with the tag,
#FR_NOT_TAX_DEDUCTIBLEwill appear on the summary with a tax-deductible amount of $0.
An In-Kind donation with the
Hide estimated value on receiptoption selected will display
In-Kindin both the amount and tax-deductible amount columns.
The email is not configurable, although the email template can include your organization logo, managed in your brand settings.
The summary PDF is not configurable.
Tip: Your Supporters can also access their donations and the summary PDF on their own with Funraise's Giving Portal App.