Select Report window for Fundraising

From Fundraising, select Enter and edit gifts, open or enter a gift or pledge, and click Print

Send a Reminder

Select this item to send a reminder for the current gift or pledge.

Reprint Reminder(s)

Select this item to reprint reminders.

Print Thank You

Select this item to print a thank you letter to the gift or pledge donor.

To send a reminder for a gift or pledge

  1. From Fundraising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
  2. Click New and enter and save a new gift or pledge, or click Open to open an existing gift or pledge. See Entering a single gift or pledge
  3. Click Print to display the Select Report window.
  4. Select Send a Reminder.
  5. Click Run. A confirmation message displays.
  6. Click Yes to issue the reminder.
  7. (optional) To reprint the reminder, perform the following steps:
    • Click Print.
    • Select Reprint Reminder(s).
    • Click Run to reprint the reminder.

To print a thank you letter for a gift or pledge

  1. From Fundraising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
  2. Click New and enter and save a new gift or pledge, or click Open to open an existing gift or pledge.

    3. Note: See Entering a single gift or pledge

  3. Click Print.
  4. Select Print Thank You.
  5. Click Run.