CRM: How to Thank Donors

Watch this video to thank your donors with emails, physical mail, and more through the GiveSmart Donor CRM system.

NOTE: To send a Gift or Pledge Thank You, select Communications from the left navigation, as these features have moved to a new home.  Video will be updated soon to reflect the new navigation. 

Merge Field Options

There are multiple merge field options to choose from when creating a Gift or Pledge thank you. 

Gift Thank You

  • System Fields
    • Organization/Client Name
    • Long Today's Date
    • Mid Today's Date
    • Short Today's Date
    • User's Name
  • Contact Fields
    • Address Block
    • Title
    • First Name
    • Last Name
    • Suffix
    • Salutation
    • Address 1
    • Address 2
    • Address 3
    • Address 4
    • City
    • State
    • Zip
    • Donor ID
  • Gift Transaction Fields
    • Amount
    • Gift Date
    •  General Ledger
    • Solicitation Method
    • Campaign
    • Solicitor
    • Sub Solicitation
    • Notes
    • Asset Amount
    • Asset Date
    • TDA (Tax Deductible Amount)
    • FMV (Fair Market Value)
    • Tribute Type
    • Tribute Name
  • Custom Contact Fields
  • Custom Gift Fields

Pledge Thank You

  • System Fields
    • Organization/Client Name
    • Long Today's Date
    • Mid Today's Date
    • Short Today's Date
    • User's Name
  • Contact Fields
    • Address Block
    • Title
    • First Name
    • Last Name
    • Suffix
    • Salutation
    • Address 1
    • Address 2
    • Address 3
    • Address 4
    • City
    • State
    • Zip
    • Donor ID
  • Pledge Fields
    • Start Date
    • End Date
    • Pledge Type
    • Total Amount
    • Billing Amount
    • Schedule
    • Next Payment Due Amt
    • Next Payment Date
    • Pledge Balance
    • Pledge ID
  • Custom Contact Fields
  • Custom Gift Fields