Here are the links to the updated Solution Articles for preparing year-end statements and a recording of the December 2, 2021 webinar with John & Joanna of Gabriel. (Must have fund manager or church administrator security rights).
Option #1 is using the Preset Statements that generate PDF's. Can be done for a large group or one family at a time. This is not customizable.
Option #2 is the Mail Merge Option where the parish can download a report, use one of 5 templates, and process with a MS Word Mail Merge. There are 2 videos within the solution article which walks them through the Mail Merge process as well as written instructions. This allows for customization of the statement.
Option #3 is found in the Report Library using either the Detail Contributions or Summary Contribution reports and Mailing Labels for Contributing Families to generate PDF's designed to go in bulk mail.
1. Gabriel Annual Statements to Members (two articles on the Gabriel Help site).
(Note: The option for statements from a family tag is not a GB Diocese Report Library option)
3. For Year-end Statements (3 Reports)- Detail Contributions report; Summary Contribution Report, Mailing Labels for Contributing Families (11/12/21)
Found in: Report Library under Fundraising (Must have fund manager or church administrator security rights).
Reports for preparing year end statements provide detail or summary information for families and funds. The Mailing labels report sorts by zip code. Reports and labels are designed to USPS bulk mail rates, or first class pre-sort rates.
