We’ve rolled out a refreshed Individual Donation Summary template to make it easier to review and share a contact’s donation activity, now with cleaner formatting and organization branding.
What’s new
- A more consolidated, easy-to-scan donation summary layout
- Donor details and the summary date range included
- Your organization’s logo and details automatically displayed on the summary (pulled from your organization profile settings)
This update makes summaries look more professional, reduces manual formatting, and helps ensure consistent branding when sharing donor information internally.
Note
If your organization logo or details are missing/outdated, you can update them in your organization profile settings and the donation summary will reflect the changes automatically.