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Word 2007
Conditional Mail Merge - Letter Criteria
I need to be able to pull pledges w/in a date range an ffrom the reaults, send letter to each constituent based on pledge amount. I have created 4 letters and 4 levels: Less than $25 print Letter 1 $25 - $499 print Letter 2 $500 - $2,499 print Letter 2 Greater than $2,500 print Letter 3 How to set-up...
Posted to
Forum
by
Syphoe
on 09-02-2009
External Payroll pledge/recurring gift processing
We hold funds for hospitals whose employees donate to an annual employee campaign, and many of these are pledges (and we're starting to see some recurring gifts). The Payroll Department processes the actual deductions from employees' pays, which we then receive within a week or so. As our schedules...
Posted to
Forum
by
Tim Bond
on 08-03-2009
how to? my org letterhead as template for individual letters
Hello - When sending a personal letter/note to an individual donor I would like to be able to click on the MS Word icon in the menu bar of the constituent's record, select 'write a letter' and have a template open in Word with my org's letterhead. Right now a blank Word doc opens with...
Posted to
Forum
by
Karen Tingler
on 07-27-2009
Re: Recurring gift acknowledgement
We do the same process: acknowledge recurring gift, payment amount/schedule. However, we include a statement in this acknowledgement that we will send a receipt verifying the payments received at year end. If they wish to receive a receipt for each payment they are asked to contact us. We do that just...
Posted to
Forum
by
JoAnn Strommen
on 07-24-2009
Receipt/Donor Acknowledgement Letters
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...
Posted to
Forum
by
Donna Villagomez
on 07-21-2009
Donor Acknowledgement Letters V Gift Letters
Hi I have been asked by our new Fundraising Director to look at getting out letters more personalised and also to ensure that donors don't receive the same letter over and over again if they give in a small period of time. At the moment we have about 15 Donor Ack Letters set up (for various funds...
Posted to
Forum
by
Lisa Fields
on 06-12-2009
Acknowledging Foundation/CharitableTrust Check (Pledge Payments)
I apologize if this information is posted elsewhere but I was unable to find anything that answered my question and so if it is posted elsewhere, please let me know and I'll be more than happy to read it! Anyway, my question is regarding pledge payments that are received in the form of what appears...
Posted to
Forum
by
EP
on 04-29-2009
4/10 Forums Roundup
Last night, the 25,000th post was added to The Raiser's Edge forum! The milestone post was by Judi Wuebker at the Center for Bioethical Reform in Lake Forest, CA, who posted a question about receipting and acknowledging anonymous gifts. If you have insight you'd like to share, reply to Judi ...
Posted to
Weblog
by
Douglas Clinton
on 04-10-2009
4/8 Forums Roundup
Every day people post questions on our Forums . Sometimes people are looking for help with a specific issue, and other times they might have more general questions about best practices. Here's a list of unanswered posts from the past two weeks: Online Annual Report Creation of "ghost" accounts...
Posted to
Weblog
by
Douglas Clinton
on 04-08-2009
RE / Microsoft Word spelling disfunction
We are having a problem that when ever we mail merge through RE Mail the resulting letters have spell check manually turned off. Now the template has it turned on, it is working on our regular documents but any time RE is involved it gets turned off. I was told by customer support that it was a Microsoft...
Posted to
Forum
by
Aldervan Daly
on 01-15-2009
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