When you email giving statements, donors receive a separate email with their giving statement attached as a PDF. (In other words, think of the email that accompanies your PDF giving statement as an 'email cover letter').
Follow the instructions below to customize the email (aka the 'cover letter') your donors will receive.
Note: To customize the attached PDF Giving Statement itself, see Customize your Giving Statement.
Why This Matters
Personalizing your Giving Letter Email Template helps donors feel seen and valued. It's a direct touchpoint with donors — a chance to show gratitude, reinforce trust, and cast vision. It also ensures the message that accompanies your Giving Statement is clear, professional, and aligned with your organization’s voice.
Customize Your Giving Statement Cover Email
- Navigate to Settings → Giving → Giving Letter Email Template.
- Use the email editor to update your cover letter text (below).
- Insert placeholders (e.g., @FAMREFNAMES, @CHURCHNAME, @DATERANGE) for dynamic personalization.
- Click Save when finished.
- Here is an example of what it would look like:
FAQs
What is the Giving Letter Email Template used for?
A: It controls the email body (cover letter) that donors receive when you email Giving Statements.
Can I customize the subject line?
A: Yes. The subject line is editable in the template editor. Use placeholders like @CHURCHNAME or @DATERANGE for personalization.
Does the email template support links and formatting?
A: Yes. You can add hyperlinks, bold text, and other basic formatting in the editor.
Does the email template include the Giving Statement?
A: No. The email template is just the message body. The Giving Statement PDF comes from the selected Giving Letter Template.
Related Resources:
- Customize your Giving Statement. (Again, donors will receive this as a PDF attachment.)
- How to Email Giving Statements (A step-by-step guide to email your statements).
