Instructions for MailMerge for Anniversary Letters
First, you must request a current roster of NAIFA members from NAIFA by emailing email@example.com You will be requesting a current roster of active members in an excel format.
It should look similar to the image below.
After you have received the current_roster file, you can then open the template file by clicking here. This will open an excel file that has the formulas to calculate the anniversary years based on the current date. Follow the instructions in the template file and copy the columns hi-lighted in yellow to your current excel roster file. When you are completed save the new file. The excel file should look similar to the image shown below:
Your new roster file is now ready for the mailmerge with the anniversary letter.