MyGiving.Online allows you to not only provide tax statements for some of your donors, but also to use the opportunity to offer your thanks and show your donors what a difference their donations have made.
This is done through generating ‘thank you letters’.
Note: Before you can generate a thank you letter for your donors, you must first create a letter template through MyGiving.Online. To do so, go to Admin > Masters > Thank You Letters from the dashboard.
To generate thank you letters in MyGiving.Online, click Reports > Thank You Letters > Personal statements and thank you letters from the dashboard.
You will see the following screen:
To begin, select the charity/branch who are sending the letters, followed by the tax year you want included in your letter before clicking next to continue to Step 2.
You will see the following screen:
If you need to change your entered details for any of the steps, you can return to the previous pages using the previous option. Note: this will not affect any information entered onto the following pages.
Select the donors you want to show. For the options with bullet points, you can restrict your donors to only one option; however, for the options with tick boxes, you can manually select as many as you like. If you would like to include any specific Donor Types or Giving Types, you can manually select as many as you like from the options below or use the Check All or Uncheck All buttons underneath each box.
Once you have chosen and inputted your information, click next to continue to Step 3.
You will see the following screen:
Select the type of gifts you are looking to include. To restrict your options to gifts with envelope numbers, click the Only gifts with envelope number box. To add gifts between a specific value, enter the value range in the boxes for Gifts with value between.
If you would like to include any specific Purposes, Payment Methods, Batches and Comments, you can manually select as many as you like from the options below or use the Check All or Uncheck All buttons underneath each box. Once you have chosen and inputted your information, click next to continue to the fourth and final step.
You will see the following screen:
Use the left and right arrow buttons to select the fields you want to export. To move the fields one at a time, left click once on the field name and then select the single arrow buttons. You can also double click on the field to move it. To move all the fields at the same time, click the double arrow buttons. Once you have selected the fields you want to export, click Generate Report.
You will see the following screen:
Click Preview to access a preview of your report in a separate tab.
The purpose of this report is to provide your organisation with a summarised documentation of tax claimed on donations (if applicable) and what additional information donors have been told by your organisation about the work their donation has contributed towards.
You can download the report onto your computer to save the information before leaving the screen. Before downloading, select the format you wish to download the report in and the orientation you want, and then select Download.
Once you have previewed/downloaded your report, return to Step 4 by clicking Cancel and select the thank you letter template you want to generate from the drop-down menu before clicking the Thank You Letter button.