Contribution Statements - printed versus emailed

[Trifecta]

We've never emailed contribution statements before, but the increased cost of postage has us rethinking it for the 2025 statements. We already printed the statements and have personally handed out as many as possible (and will try to hand out more next Sunday). The goal is to take the paper statements we still have next Monday and just email those.

Will we have to run each one of those as "Individual Contribution Statements", or is there a better way to identify the ones we'll need to email? We have 45 at the moment, and we might be able to hand out another 20, but we'll probably have around 25 to email.

Any insight you have would be appreciated! (And now we know that next year we want to start by emailing all of them - it looks like it is easier to go that direction first.)

--Sarah

P.S. Thanks for the info about removing envelope numbers from deceased individuals to remove their names from the statements. That was driving me crazy!

[NeilZ]

We've never emailed contribution statements before, but the increased cost of postage has us rethinking it for the 2025 statements. We already printed the statements and have personally handed out as many as possible (and will try to hand out more next Sunday). The goal is to take the paper statements we still have next Monday and just email those.

Will we have to run each one of those as "Individual Contribution Statements", or is there a better way to identify the ones we'll need to email? We have 45 at the moment, and we might be able to hand out another 20, but we'll probably have around 25 to email.

Any insight you have would be appreciated! (And now we know that next year we want to start by emailing all of them - it looks like it is easier to go that direction first.)

--Sarah

P.S. Thanks for the info about removing envelope numbers from deceased individuals to remove their names from the statements. That was driving me crazy!

The problem is if you have checked the box for Email contribution statement on the Mailing List or Personal Profiles. The default (I seem to recall) is to not have the box checked. If this is the case for you, you can just check that box for each donor who has not picked up the statement, then when you print statements, the final selection criteria is to 'Process statements as'. On that windows, you'll be able to select Email statements and you can then select Only email statements

Only those donors, whose emails have that "email statements" box checked, will be processed.

[Trifecta]

So I would have to turn it off for everyone who already has their printed statement (assuming everyone has it enabled, and I suspect almost all do).
In this case, I think it would be easier to email 20 or so individually rather than turn off 100 or more (and get them all back on).
Thanks for helping me think it through!

[NeilZ]

So I would have to turn it off for everyone who already has their printed statement (assuming everyone has it enabled, and I suspect almost all do).
In this case, I think it would be easier to email 20 or so individually rather than turn off 100 or more (and get them all back on).
Thanks for helping me think it through!

Yes, if it was turned on already.