For information on how Letter Templates are used when generating letters, please refer to this article: How Letters Are Created Organizations will often want multiple letter templates for different purposes. Here are some examples: A standard donor thank you letter that includes a receipt. A specific thank you letter for donations received for a specific program ...
Read MoreDonor Wrangler contains a mail-merge style letter generating system so you can record and respond to gifts all in the same place. Each letter is made up of two main components: a Page Layout and a Template. The Page Layout instructs the system about the margins, header/footer elements, and other elements that will generally remain consistent. The Template ...
Read MoreFor information on how Page Layouts are used when generating letters, please refer to this article: How Letters Are Created Generally, an organization will need just a few page layouts, and these are often set up for you during your on-boarding process, assuming you have data to import. However, occasionally you will need to make new ...
Read MoreFor information on how Version Text is used when generating letters, please refer to this article: How Letters Are Created Sometimes you may wish to add special note to a donor’s thank you letter. Rather than editing the master template, you can instead edit a specific, generated letter on a donor’s profile. This option is found ...
Read MoreWhen your organization receives a pledged gift, it can be tricky to know how to enter it in order to most effectively utilize reports and properly track these donations. This article seeks to clarify matters and help you utilize features most effectively. Anything Can Be a Pledge You are not limited to using the label ...
Read MoreWhen acknowledging a donor’s gift, it’s important that we are acknowledging the correct person or company. Often times, a donor who owns a business will give to the organization both personally and through their company. But what if we enter the donation on behalf of the company onto the donor’s personal profile? Fortunately, you can ...
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