How do I save Gift Acknowledgements, Fund Statements, and Grantee Correspondence to Profile or Fund Folders?

Saving Gift Acknowledgements, Fund Statements, and Grantee Correspondence to Profile or Fund Folders

We would like to keep a copy of each gift acknowledgement letter, fund statement and grant letter that we send. How can we create individual documents for each gift, fund statement and grant letter and save them for our records to a fund or profile folder?

Answer:

Please see the attached document for instructions on saving gift acknowledgement letters, grant letters and fund statements to Profile and Fund folders.