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End of year donation statements

At the end of each calendar year, Anedot accounts can send year-end giving statements to their donors

At the end of a calendar year, your donors may want to know how much they have given to your organization. You can send this to them through a year-end statement! 


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Getting Started

  1. Click the "Settings" tab in the navigation bar
  2. Click the "Finance" tab
  3. Click the "Donor Statements" tab
  4. Customize the email that will be sent to your donors
  5. Click "Send Donor Statements"
  6. Donors will receive an email to their inbox inviting them to click on a link in the email that allows them to access their year-end statement.




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