Print Annual Summary Charitable Receipts for Donor

The Print Annual Summary Charitable Receipts for Donor batch function allows you to print all unprinted donation receipts in summary format, using parameters such as:

  • Campaign
  • Last Name, or
  • Calendar Year (required for Annual Summary receipts)

Receipts only print if a payment is received, the donation receipt print options on the donation require one, and the Campaign allows receipts to be printed.

The Print Annual Summary Charitable Receipts for Donor is accessed under the Setup>>Batch Functions>>Print Annual Summary Charitable Receipts for Donor menu.



Parts of the Print Annual Summary Charitable Receipts for Donor Window

If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.
Allows editing of the batch print parameter for included donations. For more on the Donation Receipt tab, click here.
The Sort tab allows adjustment of the sort order of the columns found in the report. For more on the Sort tab, click here.
The Titles tab allows you to give the report a name that is meaningful to your requirements. For more on the Titles tab, click here.
Proceeds to the next tab in the Charitable Receipts for Donor Criteria.
Cancels that adding of criteria and closes the criteria window.
Completes the addition of criteria and the sorting of data, and begins to generate the annual summary donation receipts.

Annual Summary Charitable Receipt Example

This is an example of an Annual Summary Charitable Receipt for a Donor. The parameters used indicated all gifts in Calendar Year 2010. The intention of donation receipts is that they will be printed on a pre-printed form that contains other required data for a receipt. This data may include (check your local requirements):

  • Your Company Name
  • Your Company Address
  • Your Company Phone Number
  • Your Company's Tax ID #

In addition, you may want to include:

  • Your Company Logo
  • A signature line
  • Other graphic items as desired