How to send and customize end-of-year giving reports

You can now send end-of-year giving reports through BetterWorld! This is in addition to the automatic receipts donors receive immediately after each transaction. You can customize the email content to add a personal thank-you message to the PDF. Below is an example of the PDF giving report:

1. From your dashboard, click on Donor Management in the left sidebar.

2. Next, click Tax receipts. Then, click Settings along the top bar.

4. Here you can add a message to the email that is sent including the PDF giving report or to the PDF report itself. Be sure to click Save after making changes. If you'd like to preview an example of your changes, click Send yourself a test or Preview PDF.

2. Next, click Giving reports.

3. On the giving report page, select the year you'd like to send report for from the dropdown menu. Here, you will see a list of all donors' names, emails, the date their tax receipt was sent, the date of their last transaction, the total amount donated, and the number of contributions.

4. You can click the three dots under the action column and then Download PDF, if you'd like to send the report to the donor directly.

5. To send tax receipts via email, select the donors from the list by checking the box next to their name, then click Send selected. Or send a receipt to all donors with a click of a button by selecting Send to all.

Done! Your donors will now receive an email with their

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