If you want to proceed with creating a custom year-end tax statement mailing, please follow the instructions below. Note, however, that this method doesn’t allow customizations. Please see Quickly generate a simple annual gift statement in your account for more information. Yes, there is a simpler way to prepare a year-end tax statement (or annual statement) for every donor. This article shows you this process from beginning to end, in the sections that follow. Preview the individual letters that will go out and, when ready, print them for sending.Define other mailing settings, including name and type.Prepare your letter text, including adding LGL merge fields.

Add or remove individual recipients from your mailing.You can create custom year-end tax receipts, or annual statements, in LGL and mail them to your donors via a stepped process that will allow you to: It's also an opportunity to let them know how they have helped your mission, which is critical for donor retention and just makes good sense. Sending year-end tax receipts and/or annual statements is a great way to give your donors the information they need to file their taxes, and simultaneously thank them again for their support. Review, download, and print your mailing.Label/envelope preferences and other settings.Build a search (e.g., for last year's donors).Use a total giving Smart Field to generate a list of gifts in your mailing, if needed.Generate and send a customized year-end tax statement/receipt by mail In this article:

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