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3 separate gifts one merged letter, is that possible?

Last post 09-02-2008 9:48 AM by Sarah McBride. 2 replies.
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  • 08-29-2008 3:11 PM

    • Lara Hermann
    • Not Ranked
    • Posts 2
    • Organization: Beloit Memorial Hospital Foundation Inc.

    3 separate gifts one merged letter, is that possible?

    We have one major golf event. There are many different parts to it. Sponsorship, dinner and silent auction. Each gift is entered separately, but now that the event is over we need to send a thank you letter with their tax deductions, I don't want to send three letters, how can I send one letter listing all of their deductions from three different gifts? Anyone?

    Lara Hermann

    Foundation Assistant

    Beloit Memorial Hospital Foundation, Inc.

    1969 West Hart Road

    Beloit, WI 53511-2299

    Phone: (608) 363-5822

    FAX: (608) 363-5702

    Email: lhermann@beloitmemorialhospital.org

    Website: www.BeloitMemorialHospital.org

  • 08-30-2008 7:50 PM In reply to

    • Sheryl Root
    • Not Ranked
    • User Since: 2007
    • Posts 7
    • Organization: Book of Hope International
    • Products:  The Raiser's Edge

    Re: 3 separate gifts one merged letter, is that possible?

    Hi Lara,

    Sure, you can do that. I'm assuming you have specific appeal codes for each gift (or fund/campaign codes ... some way to make each gift distinct)? You would need to set up a constituent query to pull all donors to those codes, then set up a constituent export linked to your query with whatever mailing info you need as well as 3 gift fields. You'll set up each gift field to only pull 1 gift, and then filter it to be only the appeal (fund/campaign) code that you want to export. That should work.

    Blessings,

    Sheryl Root

    Database Manager

    Book of Hope International

    Sheryl Root
    Database Manager
    Book of Hope International
    sherylroot@bookofhope.net
  • 09-02-2008 9:48 AM In reply to

    • Sarah McBride
    • Top 75 Contributor
    • User Since: 2005
    • Posts 68
    • Organization: Blackbaud, Inc.
    • Products:  The Education Edge, The Raiser's Edge

    Re: 3 separate gifts one merged letter, is that possible?

    Hi, Lara. Sheryl's right that you can do this through a constituent export. See the third alternative solution (starting with creating a constituent query) in BB75747 for detailed steps.

    If you don't need to list each gift amount separately, you can also do this through donor acknowledgement letters. On the Fields to Include tab, select per donor in the Send one letter to each donor drop-down. This will create one letter for each donor that displays the cumulative amount of the donor's unacknowledged gifts; to limit it to the event gifts that have not been acknowledged, you can filter the mailing on a date range, gift query, etc. See BB29914: How to print consolidated donor acknowledgement letters (one letter for multiple gifts). 

    Hope this helps!

    Sarah McBride
    Filed under:
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