Year End Tax Summary Letters

Kindful makes generating your year-end tax letters a breeze. This article goes over the process of generating such letters.


Generating year-end letters

Begin by going to Contacts.

Add the filter Gave in Year: and enter the year you're printing letters for.

Learn more about filtering here.

gave_in_year_filter.png


Press Select All on the right sidebar.

After all contacts on the list are selected, press Mail Merge on the right sidebar.


Selecting a template

There are two template options for year-end summary letters.

The Prior Year Tax Summary #9 Envelope Template will print letters that can be folded into thirds and placed directly into #9 envelopes with windows.

The second option, Prior Year Tax Summary Template are for standard #10 business envelopes. Donor mailing info will need to be placed on the envelope front separately (i.e. printed or labeled).

After you've chosen which template, press Create.

prior_year_tax_template.png

Printing the letters

After you've created the mail merge, you should be directed to the Mail Merge History page, where you'll see your latest mail merge being generated. After a few minutes, refresh the page, and you should be able to select Download Snailer on the right.

download_snailer.png

 

After you've selected Download Snailer, a PDF of the letters will be emailed to you.


Example

Below is an example of your tax summary (on the #9 Envelope template)

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments