How to Thank Donors

Watch this video to thank your donors with emails, physical mail, and more through the GiveSmart Donor CRM system.

NOTE: To send a Gift or Pledge Thank You, select Communications from the left navigation, as these features have moved to a new home.  Video will be updated soon to reflect the new navigation. 

Merge Field Options

Please Note: If Merge fields such as a Salutation or a Suffix are added to the template and that information is missing from their Contact record, a red question mark will appear in the PDF letter.

As a workaround, we recommend creating a separate template omitting the Merged Field(s) for print purposes and utilizing filters in order to determine which contacts are missing data. More information on creating filters can be found here


There are multiple merge field options to choose from when creating a Gift or Pledge thank you. 

Gift Thank You

  • System Fields
    • Organization/Client Name
    • Long Today's Date
    • Mid Today's Date
    • Short Today's Date
    • User's Name
  • Contact Fields
    • Address Block
    • Title
    • First Name
    • Last Name
    • Suffix
    • Salutation
    • Address 1
    • Address 2
    • Address 3
    • Address 4
    • City
    • State
    • Zip
    • Donor ID
  • Gift Transaction Fields
    • Amount
    • Gift Date
    •  General Ledger
    • Solicitation Method
    • Campaign
    • Solicitor
    • Sub Solicitation
    • Notes
    • Asset Amount
    • Asset Date
    • TDA (Tax Deductible Amount)
    • FMV (Fair Market Value)
    • Tribute Type
    • Tribute Name
  • Custom Contact Fields
  • Custom Gift Fields

Pledge Thank You

  • System Fields
    • Organization/Client Name
    • Long Today's Date
    • Mid Today's Date
    • Short Today's Date
    • User's Name
  • Contact Fields
    • Address Block
    • Title
    • First Name
    • Last Name
    • Suffix
    • Salutation
    • Address 1
    • Address 2
    • Address 3
    • Address 4
    • City
    • State
    • Zip
    • Donor ID
  • Pledge Fields
    • Start Date
    • End Date
    • Pledge Type
    • Total Amount
    • Billing Amount
    • Schedule
    • Next Payment Due Amt
    • Next Payment Date
    • Pledge Balance
    • Pledge ID
  • Custom Contact Fields
  • Custom Gift Fields