Sending customized annual statements using a general LGL mailing or general LGL email
If you plan to send annual statements (also known as end-of-year tax statements) to your constituents who gave a tax-deductible gift in the previous year, you may be able to use the LGL Annual Statements feature to send them.
NOTE: A tax-deductible gift has a gift type of “Gift" and contains a value greater than zero in the "Deductible amount" field.
For some situations or organizations, however, the pre-built Annual Statements feature is not the right fit. If your situation does not match the parameters provided in the pre-built feature—e.g., if you need to customize the recipient list for your annual statement in any way—then you will need to send a custom annual statement using a general LGL email or general LGL mailing, which you can do by following the instructions provided here: