When your donors donate, they will automatically be emailed a receipt of their donation, as set up in the Account Settings > Receipts and Notifications category. You can even resend individual receipts or download those individual receipts with a Reporting feature.
But if you want to send out a consolidated receipt for the year for your donors, for easier tax reporting, you can send to all your donors at once using the Year-End Consolidated Receipts function.
To start, go into your Account Settings, by clicking on the gear icon in the upper right of your GiveSmart Fundraise application.
In the Settings, click on the Year-End Consolidated Receipts category on the left.
Configure Email and PDF Attachment
Here, you can design the email that will be sent out.
Email Address: Set a specific email to send these emails from. This may be a nice option to use a different email address than your main one so this account can be used to target specific questions that may occur with the consolidated report.
Email Subject: This will default to say "Your 20xx Donations Report." You can personalize this subject line to better fit the style of your organization.
Email Message: This will default to saying "Thank you for your donations to [Your Organization Name] over the past year! Your consolidated 20xx receipt is attached." The Organization Name that appears here is set up in the Account Settings > Organization category. Adjust the message to fit your organization's needs.
PDF Message: This is the language to let your supporters know about the attached PDF showing the consolidated receipts. Adjust to fit your needs.
Contact Number: If you want your supporters to reach you by phone you can include the phone number here. By default, it will bring in the phone number added from the Account Settings > Organization category.
Compliance Message: This is automatically generated, but it is always a good idea to verify that everything is correct. It will bring in your Organization Name from the Account Settings > Organization category.
Save: Don't forget to click Save to save any changes you've made!
In the Configure Email and PDF Attachment section, you can preview what the email will look like. It will bring in the Organization Logo to appear at the top of the email. You can preview the email as it will appear in a desktop view:
Or a Mobile view:
Preview PDF Attachment
In the Configure Email and PDF Attachment section, you can preview what the PDF will look like. It will bring in the Organization Logo to appear at the top of the PDF. When you click on the link, it will download the PDF preview.
Schedule Your Email
When you open the Schedule Your Email section, you can click on the blank box to the right to select the date and time you would like to send the emails.
Use the calendar to choose the appropriate date and use the slider to choose the hour you would like to send the emails.
Click Done when you have the desired Date and Time.
It will then show you that date and time in the Schedule Your Email section. You can click the Pencil icon to edit the date and time or the Trashcan icon to delete the scheduled email.
If you delete it, it will warn you before completing the deletion.
When you edit the date and time (the Pencil icon), it will show you the box again, populated with your existing selected date and time.
Click the box to change the date and time like before, and click Update when you are done.
Otherwise, you can click No, I'll keep my current schedule to cancel the change.
Now your consolidated receipts will be sent to all your donors for the year!