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Schedule a mailing

Pick a notice, its recipients and an in-home date.

Notice

Current version v1: nonprofit-01-annual-contribution-statement.pdf · page count not read — prices as one page until re-uploaded

Recipients

Query the roster

All chapters and ungrouped

As ofrecipients of record as of this date

Upload a list (escape hatch)

Merge fields

chapter_name

client_address

client_city_state_zip

client_name

client_phone

document_version

donor_id

donor_portal_url

donor_services_email

donor_services_name

donor_services_phone

ein

gift_count

impact_statement

jurisdiction

notice_date

quid_pro_quo_statement

recipient_address

recipient_city_state_zip

recipient_name

signer_name

signer_title

tax_year

tax_year_end

tax_year_start

total_contributions

version_approved_by

version_approved_on

In-home date

Run name (optional)

Price—

Mode

Watch — Tell me when it is due. Nothing is built.Prepare — Build it and hold it for my release — count, pages, in-home date and cost, waiting on me.Run — Build it, release it to production, and tell me it went.

Your name