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:
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
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!