![ms word envelope template donation ms word envelope template donation](https://formswift.com/seo-pages-assets/images/documents/donation-request-letter/donation-request-letter-sample.png)
- #MS WORD ENVELOPE TEMPLATE DONATION HOW TO#
- #MS WORD ENVELOPE TEMPLATE DONATION FULL#
- #MS WORD ENVELOPE TEMPLATE DONATION DOWNLOAD#
Please be sure to leave the "Template" selection set to "Custom MS Word" if you are uploading a Word document as your letter template. To upload your Microsoft Word letter file into your mailing, click on the Upload new file button and browse for the file. If you clicked the Send email button, you will be taken to the email builder, which allows you to create and send an email from within LGL:
![ms word envelope template donation ms word envelope template donation](https://nationalgriefawarenessday.com/wp-content/uploads/2018/01/donation-envelope-template-remit-1.jpg)
If you clicked the Send mail button, you’ll be taken to the mailing builder, where you can set up the letter, pulling in the Word document letter or simple LGL letter you created, and saving it as a draft for review: If the search results look right, click on either the Send mail or the Send email button in the upper right, depending on which type of communication you want to send: If those you are targeting can’t be brought into a set of search results because they don’t specifically meet the search criteria, you can create a list of who does meet your criteria and then pull that list into your search. * We are using the example of last year’s donors as the subset of your constituents who would typically receive a year-end tax statement, but you can search for whomever you would like to receive your year-end tax statements. Build a search (e.g., for last year's donors)īegin by searching for “last year’s donors” in the Advanced Search area within the Constituents tab.* This search will pull in anyone who gave a gift "last year" (2020, in this case) with a gift type of “Gift” or “In Kind”. Your next step is to build a search in the Constituents tab that contains the constituents you would like to send the letter to. (FYI, you can create a template for your mailing first or simply upload the Word docx you created directly into the mailing itself.)
#MS WORD ENVELOPE TEMPLATE DONATION DOWNLOAD#
You can download the file by clicking on the file name, and then upload the version that you updated and saved to your computer later, when you're creating a mailing. This mailing template can be used as is, but you'll more likely want to customize the Word doc. Navigate to Mailings > Letter Templates, and then the Example tab:
![ms word envelope template donation ms word envelope template donation](https://images.template.net/wp-content/uploads/2017/02/15103423/Donation-Envelopes.jpg)
![ms word envelope template donation ms word envelope template donation](https://www.titheenvelope.com/template/_800_92.jpg)
In your LGL account, you can find an example template and letter all ready to go. Once you have the letter completed, save it to a folder location on your computer where you’ll easily be able to navigate to it, because you’ll soon upload it into the mailing you will create for your year-end tax statements. (You can see this in the preceding screenshot of a sample tax statement letter, in the case of the merge field ].) Even one extra space on either side of the merge field in your letter content can cause an error in your mailing when the letters are merged. Any merge field resulting in a list must be placed on its own line in your letter content, without any additional text or spacing around it.For in-kind gifts the table will, however, show the gift note for the in-kind gift, if there is a note. The ] merge field will include in-kind gifts but will not show any amount (as it's a best practice for nonprofits not to provide a value, or deductible amount, for in-kind gifts).NOTES ABOUT USING MERGE FIELDS THAT RESULT IN A LIST
#MS WORD ENVELOPE TEMPLATE DONATION FULL#
The key part of the letter is the merge tag of ], which pulls a full itemization of the gifts from the giving year-with dates, deductible amounts, and notes-into a list in the merged letter. Here is an example of how your letter might look: If you will be mailing physical letters as year-end tax statements, you can either create the letter in Microsoft Word, or you can create a simple LGL letter. Please see Quickly generate a simple annual gift statement in your account. Yes, there is a simple approach for when you just want to prepare a year-end tax statement (or annual gift statement) for every donor. Is there a simple way to pull in every donor and prepare a mailing to some and an email to others? In this article, we show you the process from beginning to end. You can create these year-end tax receipts, or annual statements, in LGL and then either mail or email them, according to your preference. It's also an opportunity to let them know how they have helped your mission, which is critical for donor retention and just makes good sense. Sending year-end tax receipts and/or annual statements is a great way to both give your donors the information they need to file their taxes and simultaneously thank them again for their support.
#MS WORD ENVELOPE TEMPLATE DONATION HOW TO#
Watch a webinar on how to create a year-end tax statement/receipt.Review, download, and print your mailing.Using a total giving "Smart" field to generate a list of gifts in your mailing.Build a search (e.g., for last year's donors).Generate and send customized year-end tax statements/receipts In this article: