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Receipt/Donor Acknowledgement Letters

Last post 07-22-2009 11:44 AM by Laurel Quaintance. 1 replies.
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  • 07-21-2009 4:47 PM

    Receipt/Donor Acknowledgement Letters

    Reply Contact
    I am fairly new to RE and looking for a solution to merge within mail one addressee with multiple gifts into one letter. We are in the process of revising our Receipt/Donor Ack. Letters for our Holiday Tree of Light Donations. We have 6 cities that participate in our TOL ceremonies and our donation envelopes have a light color to select (red = $5.00, green = $10.00, blue = $25.00 ect.).  Last year we had approximately 3,000 donors with 6,000 gifts and of these 5,800 were tributes.  We have a Memorial/Honoree Board (crystal report) set up in each city that displays the memorial/honoree name and the donors name for that fund (city Stockton TOL, Lodi TOL, ect).  A donor may give $100.00 and wants 20 red lights for 20 different tribute names to 3 different funds (cities - Stockton TOL, Tracy TOL, Manteca TOL, ect).  We batch the gifts by city and have a misc batch for multiple cities - we may have up to 100 gifts in each batch and 5 batches in a day.  Last year we had to go through each envelope and edit the letters with multiple tribute names so that we only produced one letter to each constituent on that given day/batch.The problems we are having is merging the multiple tribute names into one constituent letter with a summary gift total and have the record show as acknowledged.

    Donna Villagomez

    Database Administrator

    Hospice of San Joaquin

     

  • 07-22-2009 11:44 AM In reply to

    Re: Receipt/Donor Acknowledgement Letters

    Reply Contact

    I'm not sure i understand completely

    Let me see if I am getting this correct:

    Donor A gives you a total of $300 - $100 For City X, $100 For City Y, $100 For City Z and there are many tributes that have to be linked to the actual fund/city.

    You are currently entering one check as 3 separate gifts and you want to combine it into one receipt. 

    1) Have you tried Choosing Consolidated Receipts on the Bio 2 Tab of your donors?

    2) Have you thought about using Split Gifts and Tribute Type or Tribute Description to manage the cities portion of the gift?

    Laurel Quaintance
    Manager, Fund Development Services
    Friends of Bassett, Inc.
    607/547-3081

    Donate Now! https://www.friendsofbassett.org/fob.php

    Bassett Healthcare: Right Where You Need Us

    Bassett Healthcare, A network of 5 Hospitals and over 25 Health Centers, offers the finest medical care to residents of rural Central New York
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