Anniversary Acknowledgement Letters
We'd like to create templates that we could bulk download per month for anniversaries in a similar fashion to using tax receipt templates for donation acknowledgements.
I've attached an example of something along the lines of what we are currently utilizing for fund anniversaries. This is just for DAF fundholders currently, but we are also working toward creating anniversary or some other type of regular acknowledgements for nonprofit endowment and designated fundholders. The current process is very manual, having to download the fund donations and create the graph of the breakdown of which top 5-7 organizations they're donating to (it would be great if we could get this graph generated automatically, but be able to customize the color), and input the fund name, # of grants they've made, total dollar amount they've donated, and number of organizations they've disbursed to.
Mary Katherine Kerr
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