We are currently running a 3-year capital campaign, which includes an employee giving component.  Beginning in July, 2008, employees had the ability to pledge to the campaign, and have their pledges deducted from payroll over the next 3 years.

As it is now the end of the year, I am preparing tax receipts for the roughly 400 employees who are participating.  In the Bio 2 tab, the Reciept Type is set as Consolidate Receipt.  I have set up a Mail merge in the Mail module for a custom receipt.  When I run the merge and export, I get names and addresses, I get the YTD cash received.  What I am not getting is the Pledge amount, and the remaining balance on the pledge.

In the "Fields to Export" tab, I have the following gift related fields selected:

• Gifts. Receipt amount - printing out on the export
• Gifts. Gift date - no values, but not a big deal, as I can make this the same date on every reciept
• Gifts. Fund Description - it is exporting 1 Fund Description, since there is only 1 fund associated, but again, no values are being exported
• Gifts. Amount - printing with the same vilue as Gifts. Reciept Amount, so I can probably lose it.
• Gifts. Pledge Amount - no values.  Exporting with 1 Pledge Amount field in options
• Gifts. Pledge Balance - no valus.  Exporting with 1 Pledge Balance field in options

Under filters, the only thing that is being filted is Consituent Codes, where it is filtering on Employees.

So, the question I have here is What am I doing wrong?  If I run a query, I can get everyone's pledge and pledge balance.  Why isn't it reporting out in the Mail merge?

Hi, David. When you run receipts for constituents who have the consolidated receipt option, the receipts are not able to also merge data for individual gifts (i.e., the pledges) because The Raiser's Edge doesn't have a way to identify which gift to include. To include individual gift data, individual receipts need to be run (and the consolidated option would need to be unmarked). See BB32714.

You might be able to create the mail merge through a constituent export, which would export one letter per constituent. In the export, you could include a query of constituents with the employee constituent code. On the Output tab, you could include output fields for specific gifts using the Gifts Criteria filters (pops up after you select gift fields), e.g., pledge gift type. You could also export summary information to get the total gift amount. If your receipt amount and gift amount are the same, this might work.