How do I select the e-mail address(es) to use when e-mailing Giving Statements to contributors?


Two steps are involved in selecting e-mails for use in e-mailing Giving Statements. Both steps take place on the Giving Unit Information record. First, on the Giving Unit Information tab click Change, check the E-mail Statement box and click Save. This indicates that the Giving Unit will only receive Giving Statements via e-mail.

Secondly, select the E-mail tab of the Giving Unit Information window, click Change and click the checkbox in the Use column by each e-mail address that should receive e-mailed Giving Statements. This determines which e-mail addresses connected with this Giving Unit will receive an e-mailed statement. Yes, you may check more than one e-mail address, but you must select at least one address.

For more information on E-mailing Giving Statements, click this link:

E-mailing CDM+ Giving Statements