How do I run my year-end tax letters?

If you need year-end tax records for your donors, ADAVICO provides two options:

1. Contribution Summary Letters (letter format)
2. Contribution Summary Report (report format)

Both options can be accessed by navigating to:
Stewardship & Donor Management → Reports → Donor Management

You have two ways to run these reports:

• Single Fund Reports: Ideal for generating one-off reports for a specific fund.
• "All by Contact" Reports: Designed to capture all donor contributions across your organization.

To run the report for All Contacts:

1. Select All Pools and click Next.
2. Enter your desired date range (e.g., 01/01/2024 to 12/31/2024) to capture the full 2024 year, then click Next.
3. Once the report is generated, you can print the letters directly from your web browser as a PDF or send them to your printer.

Report Customization:

Adavico also allows you to customize the wording of the Contribution Letter. This can be done by navigating to:
Settings → Settings → Donor Management → Donor Management Templates section.