For a variety of reasons, donors may wish to see a history of giving they have provided the school. If a donor has reached out to the school seeking this information, the easiest way to provide it is through a Annual Giving Summary document.
To generate this document, perform the following steps:
- Begin from any Find Household, Find Person, or Find Organization query, provided that the household, person, or organization ID is present in the results.
- Narrow the query to those you would like to notify of their past giving or select just the constituents for whom you would like to generate the document.
- Click the Action menu and select Batch Print Documents.
- For the Select Record ID Field, select either Household ID, Person ID, or the Organization ID as applicable.
- Select the Annual Giving Summary option to generate a PDF of this document.
From here, you can print it out and mail it, attach the PDF to an email, or whatever best suits your specific workflows.
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