Year End Tax Receipts

If the gifts have not been receipted already you need to run it through Mail > Receipts or your receipt process. If gifts are already receipted and you are looking for the giving history for the year of those 100, you probably want Reports > Financial Reports > Annual Statement Report.


Those are just two possibilities.  The Constituent Giving Report pulls gifts, which is not what it sounds like you are looking for.


If those options don't look good, please provide more info on what you are wanting to do.

Stephanie Osborne:

Hi - we're looking to pull year end tax receipts for a mailing of about 100 constitutents.  I've run the constituent giving report which is what we've used in the past however, it doesn't look like you can run this to pull invidual reports at once.  What is the best way to do this?

 

best way in my book is the Annual Tax Statement found under Financial Reports