Funds, Acknowledgments & Statements
Fund and appeal setup, tax receipts, and year-end giving statements
Funds and Appeals β Setup and Management
Create restricted and unrestricted funds, create appeals with goal tracking, and generate donation links
Gift Acknowledgments β Generating and Sending
Send tax-receipt acknowledgments individually, by email or printed letter
Year-End Giving Statements β Generate, Review, and Email
Generate per-donor giving statements for a tax year, batch-email them, and download PDFs