I have been doing mail merge from an excel speadsheet that contains the demographics of donors and the amount they donate on a weekly basis. I create a quarterly letter detailing the date and amount of each donation for that quarter (and total).
I need a database that entries can be made via a form. I also need the quarterly letter/statement formated for a mail merge by each quarter and then a final annual letter.
I can provide current forms and spreadsheets as a sample.