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Overview: Resources for Year-End Fundraising

  • January 21, 2025
  • 1 reply
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Happie Pingol
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The end of the year is a busy time for fundraising. We gathered a collection of quick-reference documents and webinars that cover how to use some of our most helpful tools to can help you achieve your goals this year.

Using Mail Merge and Acknowledgements

Learn more about Create a List functions, how to export lists using standard text and templates, and running Mail Merge.

Maximizing EOY Fundraising Online

Learn how to use a range of EveryAction fundraising tools to meet your end-of-year fundraising goals.

Creating a Direct Response Plan

Build your understanding of how to meet end-of-year reporting needs with acquisitions, direct response, and direct mail.

Sending Year-End Receipts 

Learn how to use Create a List to identify donors, track receipts for your organization, send receipts, and use mail merge to prepare tax receipts.

1 reply

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Can you send instructions on how to send gift acknowledgments by email when the donor pays by check and we are entering the contribution manaually? We already have the mail merge templats set up, but those are for printed letters. How do I save postage and printing and send them by email? 


Thank you!