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...

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!

How can I define rule and add globally addressee/salutation in the following conditions: Condition 1 : Donation was recorded in an individual’s name say Mr. Stephen Khan. He is married which also specify in RE and his spouse name is also appearing under relationship. On addressee/salutation how can system...