Prepare and send donor reports

• A donor contact is someone—usually on behalf of the original donor—who receives updates related to a fund (fund performance, recipients, disbursements)

• Donor reports package fund information—recipients, bulletins, fund snapshots, and disbursements—for easy access, consumption, and communication (by mail or email)

• A fund snapshot is a record of a fund's financial performance over a given period of time

• A recipient is someone benefiting from a donation (e.g., student, client, etc.)

• A disbursement is a collection of data points about an recipient—often related to the original awarding criteria

• A fund bulletin is a newsletter related to one or many funds, including information like fund highlights, project updates, recipient profiles, etc.

• A cover letter lets you share personalized communications with your donors, such as a letter from your president or another official

Prerequisites

• Set up your stewardship system

Tasks

1. Publish fund snapshots: Share updated fund finances

2. Publish disbursements : Include award-specific information about recipients

3. Publish recipients: Provide more personal information about award recipients, such as their hometown or hobbies

4. Cover letters (optional): Create a personalized introduction to each donor's report

5. Create and publish bulletins (optional): Share fund highlights, recipient stories, and construction updates

6. Generate and send donor reports: Package fund information for easy access, consumption, and communication (by mail or email)