We have a large number of donors who give to Providence each month. Rather than thanking them each month in writing, we send them a letter every quarter.

 I'm wondering if there is a way that I can mark their record to "remind" me that they only get a letter once a quarter. Their donations often come at different times of the month. Because there are so many, I'm not aware who is a monthly donor and who is not. I know that I could do a seperate batch of those donors who are monthly, but I want to know if anyone knows of any other methods or helpful tips for qaurterly thank you letters?

 Any ideas are appreciated. Thanks! 

Have you looked at using the gift code, gift attributes or the Letter Code as part of gift entry to make these gifts easy to query on?

We started sending quarterly statements last year.  The way we suppress their gift-by-gift receipts is by having a Constituent attribute called "Quarterly Statements".  Then in our Donor Acknowledgement tempates, we use the "Exclude" option on the Attributes tab.

 An alternate method would be to create a gift business rule to warn when entering a gift, so that you can mark that gift appropriately during data entry.

 Rick