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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.
An example of an Annual Giving Summary document. Information about configuring this document can be found in documentation here.
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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