How to Email a Year-End Giving Statement

Here’s how to email a year-end giving statement with a summary of donations for a particular donor.

See also: How to Print a Year-End Giving Statement

New Email

Open up the donor’s record, and click the “Correspondence” tab.

Click “New Email”.

Type your message in the email body. Somewhere in the body of the message, include the following mail merge codes:

{% for donation in donor.donations_last_year %}
* {{ donation.describe }} {% endfor %}

This will output a list of the donations last year for this donor.

Click Save Draft.

TIP: you can re-use message content by selecting from the options in the “Previously sent messages” box.

Preview & Send

If the email looks good, click “Send Now”. Otherwise, click edit and make any changes before sending.