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Utilities Pledges

The following sections describe the Utilities application Pledges pages:

The following sections describe how to handle pledges in a batch:

  • Extracting Tax Receipt Data: Describes how to extract donor data to print tax receipts. You can print thank you letters at the same time or use the Utilities application Pledges|Thank You Letters page to print them separately.
  • Extracting Thank You Letter Data: Describes how to extract donor data to print thank you letters.

The Utilities application will extract a downloadable file in a format specified by you (Mail Merge, CSV, XML or PDF). You can then use this file to generate your printed receipts and/or thank you letters. For more information on using the mail merge format, refer to Using Mail Merge to Print Tax Receipts and Thank You Letters.