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receipts (RSS)
  • Re: receipting gifts in batch

    Hi Jocelyn, Here's a monkey wrench for you - we don't use the receipted section of gift entry. We send out acknowledgment letters that have an attached receipt. We call it our Master Gift letter. All donors receive this type of letter when the gift is between $101 - $10,000. Gifts $100 or under...
    Posted to Forum by Karen H. Hartt on 02-03-2012
  • Acknowledgment Letters - Update

    Hello, Does anyone happen to have good examples of donor acknowledgement letters? I have been assigned to update all our acknowledgment letters that we have been using for over five years now and don't know how they should sound like! I would appreciate any help on this. -Abby
    Posted to Forum by Abigail Castillo on 01-31-2012
  • Re: receipting gifts in batch

    Thanks for the reply JoAnn! Sorry, I think my initial question had a poor choice of words. Not trying to update receipt info, rather just enter as we're batching. This has come up for us a few times as we're entering gifts into RE from our online solution vendor. The gifts are e-receipted automatically...
    Posted to Forum by Jocelyn Brulotte on 01-10-2012
  • receipting gifts in batch

    I'm wondering if anyone knows if updating the receipt information in batch and then committing the batch will update the receipt history information on the constituents gift record? I would try this in the sample database, but it seems that ours is out of date and it's a bit of a process to update...
    Posted to Forum by Jocelyn Brulotte on 01-09-2012
  • Re: Acknowledging Monthly Pledge Payments

    Not Melissa, but will throw in my 2 cents.... For our payroll deductions, we run a consolidated receipt (receipt option on Bio 2 tab of records) using essentially the same receipt we use for other gifts. I just pull up receipt, save it with name that reflects EOY PR - end of year payroll in name, in...
    Posted to Forum by JoAnn Strommen on 01-03-2012
  • Tax Receipts and Donors

    I am not new to using Raiser's Edge or to receipting gifts, but I have an issue I need to share. My manager wants me to send thank you letters to folks for a gift I haven't received from them. We received a check from a company and now someone from the company is saying please send tax receipts...
    Posted to Forum by LaShawnda Cousins on 12-22-2011
  • Custom Data File for 3-up Receipts

    Is anyone using something like this that you'd like to share? We use the pre-printed receipt forms, but I'd like to try setting up a custom data file to get more options in formatting and fields. Just not sure where to start.
    Posted to Forum by Nicole S. on 12-07-2011
  • Split Donations One Receipt

    Does anyone have an easier way to merge split gifts that have to be posted separately due to tribute information, but the donor actually sent only one check? I don't want to send them 3-4 letters for one gift, but I need the tribute names separately! HELP!
    Posted to Forum by Debra Watford on 11-09-2011
  • Annual Receipts + Gift Date vs. Receipt Date

    Hello! I am setting up annual receipts for our organization. In the past it has always been a difficult process so I am trying to standardize it and make it as easy as possible. When you do consolidated receipts do people usually use gift date or receipt date? Is the gift date the date of the last gift...
    Posted to Forum by Meaghan Gilmour on 09-28-2011
  • SPECIAL EVENTS - SILENT AUCTION PURCHASES

    We had our 6th Annual Golf Outing on September 1. The dinner/award reception included live & silent auction, & raffle. We've had live/silent auction in the past & no one has asked for a receipt. This year, one of the winning bidders is asking for a receipt for tax purposes. I’m thinking...
    Posted to Forum by Rowenna De Jesus on 09-28-2011
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