Filter constituent lists for giving statements
To send giving statements, you first have to select and refine the list of donors you want to send giving statements to. Under Gifts, Giving statements, Constituents, select Filter, and then select an existing constituent list you want to work with, then define the date range to narrow the list by donors who gave during a specific time.
The constituent list you select will pre-populate next time you go to the Constituents tab, which allows you to use the same list year after year or month after month, and you only need to change the gift period.
Warning: Constituents might not display every constituent in the list. To display more constituents from the list, send giving statements to those displayed to make room for more constituents to be displayed. Or, select the Send giving statement to a donor button to search for a specific donor.
Tip: To create a new list for giving statements, select Cancel, and navigate to Constituents, Constituent lists. For more information, see Lists.
To include constituents who gave during a specific time frame, such as Last calendar year or Last quarter, select Gift period and choose the date options.
Choose whether to include constituents who have already received a giving statement for the selected date range.
Select Apply.