Recently we had a discussion in our office regarding electronic vs. hardcopy donor correspondence records. Currently we are keeping hardcopies of letters to donors of $250+ and have recently begun keeping e-copies of all gift acknowledgement letters and donor proposals on RE. My question for the group...

Hello everyone: I'm curious what steps your organizations might have in place for gifts you receive that are in memory or honor of an individual? When an acknowledgee is provided, whether it's the individual being honored or a loved one of the deceased, what is your current process for making...

Thanks for all the advice, everyone! I have something working now, though I might be flipping some pieces around a little bit. First, I definitely do NOT want to thank the main company for a gift from a smaller branch or subsidiary. We have no relationship with the main company in many cases and I wouldn't...

We just received a donation in the form of a retirement distribution check. My research shows that the tax advantages for this type of donation ended December 2009. I receipt this as if a personal check was received, correct? Thanks for your help!

Coming in a little bit late here, but my organization has 46 letter types, and each letter has three to six sub-types for a total of 182 different letters. On any given day, any one of these 182 letters might need to be sent, and 95% of these letters include enclosures - informational brochures, EFT...

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...

We put the following at the bottom of our acknowledgement letters: Donor Recognition: We plan to list your name as follows in our Annual Report and/or other publications; please notify us if incorrect:... I use this conditional statement to get the names there: {IF {MERGEFIELD Gift_is_anonymous} = "Yes"...