Prepare Your Statements
- Identify and combine duplicate Contact records using the Combine Contacts Tool.
- Ensure any Deceased Donors who do not have surviving Spouses are marked as Stmt Method: No Statement and Frequency: Never so that you can filter out any of these Donors.
- Ensure all Heads of Household have the same Donor Statement Type. The following would allow you to assign all couple where one individual has "online" to both being online:
- Perform a test run of the statements to ensure they print correctly, and to ensure you know the amount of paper and envelopes to have on hand.
- If you have some donors who receive statements by email/online and some who receive statements by postal mail, consider creating two views for processing statements:
- A view showing those donors with the Stmt Method of Postal Mail.
- A view showing those donors with a Stmt Method of Online/Email.
Note: As a further step, the Trim Selection tool could be used to remove those records with missing emails or addresses from the selections. If both Heads of Household want to receive the My Contribution Statement link by email, after making a selection, the Transfer Selection Tool could be used to Include Heads. The both Heads would be in your selection and receive the email.