How do I generate thank you letters for attributed gifts?

Overview

You can efficiently generate thank you letters for attributed gifts and mark them as thanked using the Attributions and Soft Credits Report. 

Step 1: Run the Attributions and Soft Credits Report 

1. Navigate to Report Manager > Attributions and Soft Credits Report 

2. Use Edit Filters to narrow down to the attributions you want to acknowledge 

3. Common filters include: 

   1. Date range (recent attributions) 

   2. Attribution Type (specific categories you want to thank) 

   3. Attribution Thanked = No (to find attributions not yet acknowledged) 

Step 2: Generate acknowledgment letters 

1. With your filtered report displayed, click Report Actions > Generate Letters 

2. You'll be presented with two options: 

   1. Use the Mail Merge Template assigned to each individual attribution 

   2. Override and use a single template for all selected attributions 

3. Make your selection based on your acknowledgment strategy 

Step 3: Complete the letter generation process 

1. If you selected to override with a single template, choose the appropriate template 

2. Follow the on-screen prompts to complete the mail merge process 

3. Your letters will be generated for all selected attributions 

Step 4: Mark attributions as thanked 

1. After generating letters, return to the report view 

2. Click Report Actions > Export & Apply Bulk Actions 

3. Select Mark All Attributions as Thanked 

4. Confirm your action 

5. All attributions in your filtered list will be updated with the "Thanked" status 

What else do you need help with? 

• Understanding Attributions and Soft Credits Reporting 
• How do I run and customize the Attributions and Soft Credits Report? 
• How do I add attributions to a contribution?