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Old 01-28-2008, 05:34 PM   #1 (permalink)
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Join Date: May 2006
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Generating year-end giving summaries?

What do folks use/do for year-end giving summaries for donors? Mail? Reports?

We usually send them to donors who give more than 5k/year or who do monthly gifts. The woman who's run them since we bought RE took another job, and i"m having trouble with the documentation - it looks like I'm supposed to use the Constituent Giving History report, but that doesn't seem to want to print our separate pages for each donor, so I hope I'm missing something.

(I'm going to post this in reports as well)
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Old 01-29-2008, 10:24 AM   #2 (permalink)
ah one, and ah two

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Beth, take a look at Annual Statement Report under Financial Reports. Hopefully the person that left saved her previous report.
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