The Flipcause Activity Tracker allows you to get one-click Annual Summaries for each Contact. The Annual Summary contains the year-end tax receipt of tax-deductible contribution totals and a full report or statement for that contact: their contact information and an itemized breakdown of all of their contributions and activities with your organization for that year.
To view the Annual Summary for any contact, go to their Contact Profile and click Annual Summary. You'll be able to pick the year and get a link to your PDF.
If you plan to use these for your year-end tax receipts, don't forget to customize the thank-you message at the top. In your Activity Tracker, click on the Customization tab. You can then configure the greeting style, name preference, signature, signature name, and "thank you" message from here. To fit the formatting of the page, this message is limited to 12 lines and 1000 characters.
You can also email this report to contact by clicking Annual Summary, selecting the year, and typing in the email you'd like it sent to.
To send Annual Summaries and Tax-Receipts to a full list of contacts:
- Pull an Activity Tracker Report of all desired contact records.
- Find the field on the Contact Report titled “[Year] Annual Summary PDF” (e.g., 2019 Annual Summary PDF”). This is a link to each Contact’s Annual Summary.
- Import your list into an email marketing program such as Mailchimp.
- Mail merge the field (here's how to do this in Mailchimp).
Check out Send Out Year-End Tax Receipts for detailed instructions.
Tip: Your annual summaries will automatically include all activities that took place on Flipcause. To ensure that your year-end tax receipts and statements provide the complete picture for your contact, you'll want to be sure to log the rest of their offline, cash, and check contributions to Flipcause and attribute them to this contact. You can use the Manual Payments section or log directly from the Contact Profile by clicking the Add Payment button (right next to Annual Summary).