How Do I Thank Donors & View Previously Thanked Donors?

Thanking donors for their contributions is one way of showing your appreciation for the donation. In ISP, you can generate a list of donors to thank and mark them as Thanked so you don’t send them multiple letters or emails.

When you arrive on the Thank Donors page, section header will show you how many total donors you have to thank based on the contributions received and added to the database. If you’d like to be more specific who you thank and mark as Thanked, you can select various criteria to target specific donors you want to thank.

There are two ways of viewing donors and their thanked status: (1) Not Thanked and (2) Previously Generated.

Not Thanked

If you choose to thank donors based on Budget Category, this dropdown will tell you how many donors and donations have that specific Budget Category associated with the transaction.  

In the Format dropdown, this will be all available export formats for thanking donors. If you’d like to add or edit from this list, click the Manage Custom Exports button at the bottom of the screen.

When ready, click the Generate List | Mark As Thanked button at the bottom of the screen.

Previously Generated

On this Thank Donors screen, you also have the ability to view Previously Generated thanked reports. If you click this tab, you’ll see different fields and menus.

Here you can generate your list based on a Date Range or choose the specific batch of thanked donors from previously generated lists. The Format dropdown allows you to choose the export format.

When ready, click the Generate List | Mark As Thanked button at the bottom of the screen.