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This report pulls all donors with a stewardship letter code that matches a user-specified value. Users can verify financial information on linked endowments, quasi funds, and related expendables using the Endowment Letter Data tab. The corresponding letter tab allows users to view letters and save them as PDFs, which can then be converted to Word for individual editing.

This report pulls all donors coded with a stewardship letter code from the fundraising purpose record’s Stewardship tab. These codes drive endowment and expendable reporting to qualified donors. The report can be used to identify donors who will receive a stewardship endowment letter, review inactive or deceased recipients to update codes, and estimate the number of letters for cost and time planning.

This report pulls all gift payments, pledges, and planned gifts of $10,000 or more received in the previous month. Results can be used to identify potential new recipients for stewardship reports, review endowed gifts received with SCUs, and verify stewardship recipient codes.