Including a Matching Gift Company name in letter text

Anonymous Blackbaud User

I am trying to get RE to pull in the name of the company that matched the donor's gift on a soft credit thank you letter. Is there a way to do this at all? So far we manually type it in each time and I'm just not seeing how it can be fixed.

JoAnn Strommen

Anonymous Blackbaud User:

I am trying to get RE to pull in the name of the company that matched the donor's gift on a soft credit thank you letter. Is there a way to do this at all? So far we manually type it in each time and I'm just not seeing how it can be fixed.

 Katie,

First question just to be sure - is the MG company soft-credited for the gift?  If so, in whatever mail function you are using chose the option to "Soft credit gifts to: soft credit recipients."  You can also select what amount to use based on what you have on the gift record. Then for what records to include you can do it by batch/date/etc or just choose that one record.  

That should do it...

Anonymous Blackbaud User

JoAnn Strommen:

 Katie,

First question just to be sure - is the MG company soft-credited for the gift?  If so, in whatever mail function you are using chose the option to "Soft credit gifts to: soft credit recipients."  You can also select what amount to use based on what you have on the gift record. Then for what records to include you can do it by batch/date/etc or just choose that one record.  

That should do it...

 The donor is the soft credit in this case -- the hard credit is the MG Company. In the Fields to Include tab, I can't seem to figure out which field will populate that MG Company name in the soft credit letter to the donor.

JoAnn Strommen

Anonymous Blackbaud User:

 The donor is the soft credit in this case -- the hard credit is the MG Company. In the Fields to Include tab, I can't seem to figure out which field will populate that MG Company name in the soft credit letter to the donor.

[:^)]   Maybe I'm getting it now.  You are trying to do a soft credit letter to the individual and want to just pull in the name of the HC MG company.  I know you can do the reverse: pull SC recipient into a letter.  Don't think you can pull it the other way.

Just checked knowledgebase:

BB450440Product:  The Raiser's Edge 7Published:  02/27/2008Updated:  09/23/2009

 

Description

Unable to include donor name in acknowledgement letter when sending the letter to the soft credit recipient.

Answer

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Doesn't look like it's a field that's available.