How can I make changes to the Annual Giving Summary document?

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There are three text templates that can be configured to display data on Annual Giving Summary documents:

  • Annual Giving Summary Household
  • Annual Giving Summary Organization
  • Annual Giving Summary Person

These can be found on the System homepage under the Text Templates link

Only people with the following security roles can view or edit these templates:

  • SysAdmin_1
  • Implementation_ADMIN