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Generating Tax Receipts and Thank You Letters

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The following sections describe how to handle pledges in a batch:

Extracting Tax Receipt Data

Describes how to extract donor data to print tax receipts. You can print thank you letters at the same time or use the Utilities - Pledges|Thank You Letters page to print them separately.

Extracting Thank You Letter Data

Utilities will extract a downloadable file in a format specified by you (Mail Merge, CSV, XML or PDF). You can then use this file to generate your printed receipts and/or thank you letters.