Overview
If a donor asks for another copy of their year-end gift receipt, you can resend it directly from their contact record. This process sends the receipt only to that donor and does not affect anyone else.
Result: The donor receives a new copy of their year-end receipt by email.
Before you begin
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Your organization must already have a year-end gift receipt email set up
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If you don’t see the option described below, pause and ask an admin for help
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You have access to view the donor’s contact record
Estimated time: 2–3 minutes
Step-by-step instructions
Step 1: Open the donor’s contact record
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Search for the donor in your using Search for a contact field.
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Open their Contact Record.
Step 2: Choose to send the year-end gift receipt
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From the Contact Record view, click More and choose Send Year-End Gift Receipt.
If you do not see this option, stop here and contact an admin. Nothing has been sent.
Step 3: Select the email details
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Choose the email address to send the receipt to.
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Subscribed and unsubscribed email addresses are both acceptable for receipts.
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Select the year-end gift receipt email to use.
Step 4: Send the receipt
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Review your selections.
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Click Send.
The receipt is sent immediately to the selected donor.
Important notes
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This action sends a receipt to one donor only
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If the needed email address is not listed, add it to the contact record before sending
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If the year-end receipt email is not available, an admin will need to assist
Quick check before you move on
✅ You selected the correct donor
✅ You chose the correct email address
✅ You used a year-end gift receipt email
If all are true, you’re done.
What else do you need help with?
Not what you’re looking for?
Return to Understanding End-of-Year Fundraising Communications to choose a different task.