How to Email Year-End Giving Summaries

Using MonkeyPod's email functionality, you can quickly send your donors a year-end giving summary.

By using Merge Tags, you can populate your email with their giving totals for the calendar year, as well as provide link to their personal donor portal, where they can download receipts for their contributions.

Here's how to build that email:

1. Go to Email Outreach > View and Create Campaigns and create a new campaign.
2. Write your year-end thank-you message.
3. Use the ::calendarYearDeductible.2025::        merge tag to insert the donor's total contributions for the calendar year. Be sure to change the year to the appropriate year.
4. Insert the ::community_portal_url::         merge tag where you want the link to appear — for example, "Click here to view your giving history for tax purposes."
5. Each donor who receives the email will see a personalized link that takes them directly to their own giving summary.

See How to Use Merge Tags for a full list of available merge tags.

Sending End of Year Giving Letter

Many organizations like to send physical mail with a year-end giving summary. MonkeyPod can help with that with our dedicated Year-End Giving Summary report. Learn more about how to send year-end giving letters.