Pulling single gift amount into consolidated recurring gift receipt

JoAnn Strommen

BB chat support suggested asking on the forums as they really didn't have an answer



Am running receipts in Mail for recurring monthly gifts.  It is a consolidated receipt of total giving for the year.  Pulls total gift amount just fine. But we also have a statement in receipt that donor has "given $X per month added to their YMCA membership payment."   Apparently there is no option to pull installment amount, first gift amount, last gift amount, recurring gift amount, or any fied that would work for the receipt. 



Their suggestion was to run receipts in Mail to generate desired receipt #, take query to export pull the needed field and then generate receipts using Simple Word Merge doc in Export.  Not option we are looking for. 



Other than manually editing monthly gift amount, my only idea is to put in an attribute with the monthly amount on each record and pull that field into the receipt. 



Does anyone out there have a better solution? 



Thanks

Ellen Turner

Would using the summary option at the bottom to pull the total receipt amount work?

Jen Claudy

One of the reasons I don't like using Mail or canned Reports...my former boss used to say that RE will do everything you want in those features until the very last piece.



Could you Export the data and set up a mail merge outside of RE?  Other than that, I think the Gift Attribute is your best bet.  I do know that if you put the Attribute on the Pledge or Recurring Gift Record, it will copy over to all Payment Gift Records.  Which means that this time through will be a struggle, but next time will be easier because the Attribute will be added to every payment record as you enter them.  Not sure, but I think you can use Import to create a file, add this Attribute information, and Import the Attribute back into RE.  (Obviously, this should be tested first...)



One thing I've started doing as well is to repurpose a field (Finder ID, I think) on the Misc Tab of the Gift Record to be Pledge ID.  When entering a Pledge or Recurring Gift, I copy-and-paste the Gift ID generated by RE to that field.  That text is also pulled forward to payment records.  Then when I'm dealing with data in reports or lists of raw data outside of RE, I know easily which payments are applied to which pledges/recurring gifts.



Good luck!

JoAnn Strommen

Thanks for the responses, Ellen & Jennifer. 



As I said in my post, total amount is not the issue.  I want to pull the amount of the recurring gift or single payment.  And BB suggestion was to run receipts via Export. 



I don't think putting in the gift attribute would be too difficult and it wouldn't matter if it appeared on each payment record when I auto-generate them.  Don't see that I need pledge/recurring gift ID for any purpose.