Send all the donations for every donor in a household for a given year to the household’s primary contact in a single email. No more chasing down individual donation records—everything is now in one place for easy tracking and communication.
What this means for you:
Convenient year-end summaries: Automatically combine donations from all household members in a single, clear email.
Time-saving automation: Use the donor year-end statement auto email template to handle everything with no manual work.
Better donor relationships: Strengthen connections with donors by keeping them informed with organized, transparent updates.
