What This Article Helps You Do
This area helps you communicate clearly and confidently with donors at year-end, using email and donor lists to deliver accurate gift summaries and receipts.
You don’t need to be an expert in email tools or donor segmentation. These features are designed to help you send the right information to the right donors—without guesswork.
Safe to explore: Reviewing this section does not send emails or contact donors.
What This Includes
| Feature | Benefit | When You’d Use It |
|---|---|---|
| Creating donor audiences | Reach the right donors | When sending different receipt types |
| Targeted Email receipts | Faster delivery | When donors have email addresses |
| Receipt resend options | Quick donor support | When a donor asks for a copy |
Common Things You’ll Do Here
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Build a list of donors who gave during the last calendar year
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Segment donors by gift type or payment method
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Send year-end receipts using Targeted Email
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Re-send a receipt to one donor on request
Most tasks here take just a few minutes once your list is ready.
What Do You Want to Do Next?
Choose the task that matches what you need to do right now:
If you’re unsure where to start, sending or resending a receipt is often the quickest next step.
What Else Do You Need Help With?
Not what you’re looking for? You can return to the Overview: End-of-Year Giving & Tax Receipts article to choose a different path, or review the article focused on year-end tax and compliance tasks.