How to create & send Donation acknowledgement letters in bulk

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Click the Contacts icon in the sidebar.

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Then select Bulk Download Donation Acknowledgements from the Tools dropdown menu if you wish to PRINT your letters.

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Or choose Bulk Email Donation Acknowledgements from the Tools dropdown menu if you wish to email your letters.

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It is important to note that donations are grouped in MoneyMinder by calendar year for tax purposes. So, you may see donations on your list from a different Financial Year, because it falls in the calendar year you have selected.

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In the bulk option, you can select parameters you’d like to use to filter your donors. For instance, you can filter by date range or tags.

Once parameters have been selected, click Select all (deselect any contacts you don’t want to include or hold shift to select a range)

Click Edit Donation Acknowledgement Message.

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Edit Message is on the left and Preview is on the right.

In Edit Message, text can be added that will appear on Donation Acknowledgments by clicking in the body and typing out the desired text. The changes will show in Preview on the right.

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When you are happy with the wording of the letter, click Save & Send (for email) or Save and Download PDF (for printing)

NOTE: Donation acknowledgment letters can be emailed to or downloaded for a maximum of 150 contacts at a time. Repeat the process to email statements to or download for the remaining contacts.

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Message Center

Contact Statements and Donation Acknowledgment Letters that have been emailed or downloaded are listed in the Message Center.

From there, you can:

• View the date each message was sent or downloaded
• Review the content of e-mailed messages
• Resend messages as needed

NOTE: No preview is available for downloaded PDF messages

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To see particular messages, there are several filtering options available.

Filtering can be done by Message Type:

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By Output Type:

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By Account Type, Date, or Contact:

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For emailed messages, click the contact name in the list. The message will open, allowing you to view a copy of what was emailed.

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The message can be resent from this screen by clicking the three dots on the right and choosing Resend Message from the dropdown.

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To learn how to send donor acknowledgement letters individually, click here.

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