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Short Take: Reusing Last Year's Tax Summary Letter

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Short Take: Reusing Last Year's Tax Summary Letter

If you are going to use last year's letter, it is good to review the letter in FundRaiser’s Word Processor, if the letter was used in FundRaiser previously. One of the common problems we see in Tech Support regarding Tax Summary letters is when people would like to use the letter from last year, and it isn't showing the right gift amounts. That’s easily solved. 

With the letter open in FundRaiser, click on the Gift List or Gift Total Function code and make sure that the date range is in the right year. You can also remove the merge function for the total giving or gift list and reenter it, and that will allow you the opportunity to reenter the date range. 

To find last year's letter created in FundRaiser, go to View> Letter Templates. There you will see a list of all letters your organization has created in FundRaiser. Just select the one you want to use and it will open in the FundRaiser Word Processor, ready for you to edit.

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I believe that when we join together to do good in our own ways that there’s no limit to what we can achieve, which makes my work at FundRaiser that much more special because I love helping so many organizations reach their goals.


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