Meaghan, There are orgs that send out thousands of end of year statements; some like us who send only for those on payroll, monthly EFT and if requested; and everything in between. There are a number of posts discussing this on the forums. To find previous posts you may need to search for 'end of...

I need to generate a list for our annual report of our giving sorted by class year along with that persons giving level. I am new to RE and trying to streamline things. In the past they have exported the list by class and then manually added the giving level tag to each donor. There has to be an easier...

Elizabeth, There are a number posts on this - may be referenced as annual statement. May want to pull up and read some of those threads. I'll be blunt - why? Why are you/your org putting all this work, $ and hours into tax statements? Were all these gifts receipted when received? Have any of these...

Frustrating, isn't it. Am guessing you read BB251324 -Unable to print the Annual Statement Report so the name and address fit in an envelope window. I tried preview > export into several different formats but none I did gave options to change margins. We use Office 2010 but I don't think that...

Does anyone know how to print annual statement reports so they fit in a window envelope? I found the BB solution that shows how to adjust the left column to fit in a window; however, I need to know how to move the whole receipt down about an inch on the page.

Hi Everyone! What gift types do you include in your fiscal year annual report donor listing? i.e. cash, pledges, GIK, plege payments. We are having discussions about this in our office and was curious what other organizations do. Please respond if you have a minute. This would be most helpful. If I get...

Hi Mary, Sorry to disappoint, but I didn't move forward with crystal report. We exported everything out, and development staff merged it somehow. To summarize briefly, here's how I would start. This does not include any anonymous or receipting preferences in RE, but you could toss them into the...

Have you tried Annual Statement? I've had good luck with it. Go to Reports/Financial Reports/ Annual Statement Select last calendar year or whatever time frame. Have choice of which gifts to be included or not ( Cash, other, Gift in Kind). Can use receipt amount instead of gift amount so non-deductibles...

[quote user="Kelly Mccollum"] Also - Anonymous gifts from donors do not appear with donor's name on it, but rather just "Anonymous" and are printed on a separate sheet. Is there any way for the report to indicate with a symbol (* or something) that certain gifts on someone's...

Hello Susie, There's not a way to output the total receipt amount only on the Annual Statement report, but you can output that information in a constituent query. Check out Knowledgebase solution BB571400 . Hope that helps!