Argenta Report Center includes a Donation Summary Thank You Letter which is
generated automatically from the fiscal donation management system. The report
generates one letter for each donor who has given a fiscal donation within the
specified date range.
The letter contains donation summary information for tax purposes.
Formatting and printing the letter will create a batch file where
one donation summary letter is printed for each donor.
To send thank
you letters to your donors with a summary of the donations they have made you
can use the “Summary Donation Thank You Letters” report in Argenta.
in Argenta can be saved to favorites. Do add this report to your favorite reports,
click the corresponding orange heart, on the right side of the screen. Once a
report has been added to favorites, it can be accessed through the “My Favorite
Reports” button at the top right of every report menu page or from your
dashboard. Alternately, you can find any report by using the “Search” feature
above any report list.
Argenta main menu on the left-hand side of the screen, choose Argenta Report
Center. Click on “Donation Reports.” Choose “Summary Donation Thank You
report can be filtered a few different ways. You can select a specific donor
and create a donation letter just for them. To do this, choose the desired
donor by clicking the “Lookup” button next to the Donor ID field. In the popup window you can find and select the
donor by searching for the donor by name or choosing the donor from the list.
If you want to run thank you letters for several donors at once, just leave the
Donor ID field empty and move on to the next criteria, date range. The default
date range is January 1 through December 31 of the previous calendar year, but
you can choose any date range you’d like.
also choose to filter the report by specific Donation Codes. Choose as many donation codes as you would like.
have finished setting the filter criteria, click the “Run The Report” button.
All donors matching your criteria will appear in the grid.
and print letters for the donor(s), select the donor(s) from the list by putting
a check in the corresponding row or click the check box in the list’s header to
select all the donors in the list.
selected the donor recipient(s), click the “Format Letter for Printing” button
above the grid. A window will appear.
is a year-end report, you can indicate that by placing a check in the
corresponding check box. This will include “Year End Report” indicators in the
want to include your logo in the printing of the letter, place a check in the
corresponding check box. If you have uploaded your logo to your subscription,
it will appear in the letter when it’s printed. If you haven’t, you’ll need to
upload it by choosing to “Subscription” in the top right menu.
like to add a tagline to the letter, enter it in the Tagline field. This field is not required.
fill in the Letter Body. This field
allows a maximum length of 875 characters, for printing purposes.
Add a Signature Closing Line. The default is
Add a From Name and a Staff Position for the signature. The default is the current user’s
want to include contact information in your footer, indicate that by checking
the corresponding check box. Checking this will allow you to enter your fax
number and website address if you’d like. A footer will be added with the
information from your subscription.
you’re finished, click the “Print Summary Thank You Letter” button. An HTML
document that can be printed is created with summary letters for the selected
thank you letter…