Year End Giving Statements by Email?

Helen Wieger

Does anyone send year end giving statements to their constituents by email? If so, how do you do it? An attached PDF? in the body of the email? What software do you use? From what I can tell, RE does not have a built in way of emailing statements.

Also, is there a best practice regarding sending receipts/statements as a PDF versus in the body of an email?

Thanks!

JoAnn Strommen

Helen Wieger:

Does anyone send year end giving statements to their constituents by email? If so, how do you do it? An attached PDF? in the body of the email? What software do you use? From what I can tell, RE does not have a built in way of emailing statements.

Also, is there a best practice regarding sending receipts/statements as a PDF versus in the body of an email?

Thanks!

 We don't do it as a practice - have sent a couple over the years when requested (requested two days before their tax appointment and they can't find their receipt(s))  [:$]

In those cases we do an attached PDF. We use Report > Financial Report > Annual Statement Report or Constituent Giving History. Choose record we need.  In preview of report, click the export icon, choose format PDF and destination Microsoft mail.  Very time consuming to me if you're doing any quantity. 

Even though PDFs and emails can both be altered, my preference is PDF.