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Year end giving statements

In January renuzy prepares one statement per donor for the year before. An officer checks the list and approves; then each goes out once.

  1. Early in January renuzy prepares a statement for everyone who gave last year: each gift, its fund, and the total, after any refunds.
  2. It emails the owners and treasurers once to say they are ready. Nothing goes to donors yet. The statements page shows each step, from prepared to sent, and each donor's total.
  3. Go to Giving, then the statements. Read the first one, leave out anyone who should not get one, and press Approve and send.
  4. They go out in your club's sending hours, one email each, never twice. Nobody who asked not to be contacted, or whose email bounced, is written to.

You can also prepare a year's statements yourself at any time from the same page.

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