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letters (RSS)
  • IRS current recognition letter

    Has anyone been asked to supply a current recognition letter from the IRS? Recently, in our area organizations, making a donation to, are requiring current IRS documentation. We've always supplied them with our IRS verification of our registration with the state. Obviously, this documentation is...
    Posted to Forum by Zoe LaRocca on 09-30-2009
  • 9/9 Forums Roundup

    Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Changing Pledge Amounts for Appeals - more efficient method seeked. Events Module Conditional Mail Merge - Letter Criteria Unanswered Posts: Yearly Appeals or not? Conditional Mail Merge Printing a Range...
    Posted to Weblog by Douglas Clinton on 09-09-2009
  • 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
  • Letters Table

    I am trying to determine how the Letters table works in Configuration. Our letters table has 5 menu items but only under "Gift" are there any letters. The information about these letters is sparse as well. ie) We have a letter in this table called "Mailer" and that's it, that's...
    Posted to Forum by Rose Orr on 08-22-2009
  • Receipt Template

    I am new to Raiser's Edge so, while what I'm trying to do maybe easy, I have wasted a tremendous amount of time trying to figure it out on my own. Our organization recently changed it's logo and have about 20 different receipt letters in which have the logo on them. Currently I run a batch...
    Posted to Forum by Rose Orr on 07-10-2009
  • Weird printing thing when merging letter directly from record

    Any idea why this happens sometimes when I hit print on a letter I have merged directly from a gift record? This only happens with the letters set up in config and only about 20% of the time, but it's still annoying and a waste of paper since I can't tell if it will happen until after I hit print...
    Posted to Forum by Erin Cunningham on 07-02-2009
  • Constituent Corner: Creating Letters in Configuration

    The Raiser's Edge works well in bulk. When you need to create a mailing for groups of constituents, Mail and Export offer you plenty of options. There are times where a more surgical approach is called for, when only a single letter is necessary for a constituent (or gift or action), in which case...
    Posted to Weblog by Douglas Clinton on 04-13-2009
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