Hi
I have one problem and I am not sure how to handle. Our organization has a rule as soon as we process gift tax receipt should be in the mail....but
One group of people who gave on monthly basis wants me to keep their tax receipts and mail them in Jan next year. That group is not constant (adding new members or removing old all the time). I figure out because group is not big I will print tax receipts and put them away and mail latter. Now I have issue because some of these guys want to hold all receipts and some of them want to keep only monthly instalments (all others should be mailed to them as usually). Do you have any suggestions?
My boss will accept any request from donor regardless if those requests make my job mess.
Do you have any suggestion how to handle this or I have to step forward and have discussion with my boss.
Thanks
Misho Pikulic
Database/System Coordinator
Reena Foundation
Toronto

Here is what I do.

On the Bio 2 tab we use the receipts type of consolidated receipts to handle those requests. When I do my daily acknowledgements I exclude anyone who has this receipt type. Which means the gifts stay as not acknowledged.

At the end of the year I run consolidated receipts (one receipt per donor rather than per gift) for all of these gifts still marked not acknowledged.

This way if someone is on per gift receipting up through half of the year then is switched to consolidated, their end of year receipt is for only the gifts after the request was made because they are the only ones still marked not acknowledged.

The only problem I have is when someone is moved from consolidated to per gift. What do you do then? I don't want to get into doing mid year ad hoc consolidated receipts. So far this has rarely happened but if it becomes more regular I may need a plan. Any thoughts? Melissa S. Graves
Manager, Development Database & Direct Mail
Planned Parenthood of Connecticut
[Email Removed]
203-752-2804

We also the same way as Melissa does. The additional step we do to address if a donor changes from a consilidated receipt type to one receipt per gift is we use the attribute tab of the gift to indicate whether it's a consolidated gift or not. When we do a report, we base it on the gift attribute instead of the receipt type. If you need more info, email me. Rose Rose Benavidez Database Management Analyst Mount Sinai Hospital Foundation of Toronto [Email Removed]

Hi

We issue one receipt per gift except for monthly donations which are receipted in Jan for the previous year.

So our default is one receipt per gift and then when it comes to doing one receipt for a year's worth of gifts, we do a query of monthly donors, change the receipt type to consolidated through a global change - easy.

After issuing the receipt for the monthly donations, we change the receipt type back to one receipt per gift in case a monthly donor gives an additional gift throughout the year - and it needs to be receipted right away.

Anne Marie