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Word 2007
Forums Roundup 1/20/2010
Here are the most popular Forums posts as well as unanswered posts from last week: Most Popular Topics: Importing Additional Addressee Volunteer module Individual versus Organization Matching Gifts Posting "Send Mail Check Box" under Address Tab Unanswered Posts: Importing appeal after gift...
Posted to
Weblog
by
Douglas Clinton
on 01-20-2010
transferring to a letter the info found in a donor category report (for donor recognition wall)
I am trying to send out letters to all of our donors to our last capital campaign asking them to verify how they want their information listed on the new donor wall. I used a Donor Category Report to get all the names in the different categories and the total amount that each donor gave. The letter,...
Posted to
Forum
by
Latrelle Burk
on 11-03-2009
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
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
Evaluating and Consolidating Fundraising Appeals
Hi All, I hope someone can give a suggustion. We have about 30,000 active donors. We are working on our new fiscal year budget and because of the economy, drop in contributions and to prevent overlap mailings we decided to consolidate appeals. We have also decided that maybe donors should received two...
Posted to
Forum
by
Andrea Thomas
on 04-14-2009
Statistical Reports for Direct Mail Analysis
Does anyone out there have experience with pulling information to analyze the donor base in terms of what the average donor looks like, gift frequencies, etc. We are working on a new direct marketing program and want to make sure we're concentrating our resources in the right areas. These are the...
Posted to
Forum
by
Amanda Hoskins
on 03-03-2009
combining gift acknowledgement and membership card information
We are moving to new forms, which will have a gift acknowledement/thank you letter at the top, and a tear-off membership card section at the bottom. We are doing this to save on cost. Before, we were generating the acknowledgement letters through Mail/Donor Acknowledgement Letters, and we were generating...
Posted to
Forum
by
Julie Hiland
on 02-11-2009
Do donors to Honor/Memorials really want their name sent?
We have a process for sending donor's information to people they want notified of their gift to an honor/memorial. We are looking at a process to send the names and addresses of all donors of gifts to an honor/memorial, to acknowledgees who might want to write thank yous, or whatever. The how is...
Posted to
Forum
by
Philip Scott
on 09-25-2008
How to write ask letters with specific ask amounts (not % or amt over last yr's donation)?
This is our first annual fund season using RE7. I want to generate letters with specific giving levels/amounts requested; however, they are not standard (% or amount over last year's donation). I can't figure out where to record these 'asks' in RE so I can query based on them and generate...
Posted to
Forum
by
Marcie Beskind
on 09-01-2008
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