Send Yearly Donation Summary

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

In the platform sidemenu > Click Supporters > Supporters
Click a Supporter's action menu (3 dots)
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.

In the platform sidemenu > Click Supporters > Supporters
Add filters
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.