Mail Merge Question

Question about using mail merge for annual contribution statement:

We've used your contribution spreadsheets this past year, and they have really been a tremendous help. I'm wondering if you have any documents that explain how you use them for a mail merge. I have no problem researching how to do a generic mail merge, but I wonder if you can give some guidance on how I would do it with these sheets & what info I can include in the letters to the contributors.

In any case, I appreciate the wonderful work you do to help others who, like me, have very limited or no experience with accounting, but want to be able to help out at our churches.


You can download an example of an Annual Contribution Statement on my freebies page. You can customize it to fit your church.

As far as doing a mail merge, I am embarrassed to say...I have no idea how to do a mail merge...our church secretary always handled that wonderful chore :-)
However, I will contact her and ask her to comment on your post and explain how she always did it before she built her own contribution tracking database.

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Comments for Mail Merge Question

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Thanks for the info
by: Anonymous

Thanks so much for your response. I'll check out that training you refer to & should be fine. Was just looking for any tips you folks might have. I'll also check out your database.

Mail Merge for Contributions Question
by: Terressa

I'm the church secretary for Vickey's church. She asked me to comment on on the Mail Merge question for the annual contribution statement. I've used mail merge just in Microsoft Word to merge letters, but I've not used it to merge data from Excel, although I know it can be done. When I was using Vickey's contribution spreadsheet, I just took the amounts from the front sheet and hand put them into the annual statement. But here is a link to Microsoft Office Training that will explain how to do it:

Sorry I couldn't be of more help with the mail merge question. Since I created Shepherdbase I don't work so much in Excel. Feel free to contact me with any questions at

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