Gifts with multiple appeal packages

Ashley Park-Rich

Hi all!  We have an event set up as an appeal with multiple packages.  We have a package for the admission ticket purchase, for raffle ticket purchases, for table purchases, premier table purchases, and a separate package for each sponsorship level.  Within these appeal packages, we have the benefits set up to demonstrate the tax deductible/non deductible amount of each package.  (ie: 1 purchase of a table for 8 people at the price of $1000 has a non-deductible benefit amount of $200). 


Issue: Attendees are purchasing more than 1 package.


For example:  An attendee is purchasing two admission tickets (pkg A) and 5 raffle tickets (pkg C) and we want the letter to populate the correct amounts for the donor thank you/tax acknowledgement.  As I understand from others, doing a SPLIT gift on the gift record causes a lot of issues down the road with regard to reports and queries. 


How do we get the correct amounts to populate in our thank you/acknowledgement letters?  We need the "Thank you for your gift of $Total Amt" to come out correctly as the total gift amount, and the tax information to populate correctly as well.


 

Joshua Bekerman bCLO bCRE

Sounds like this is more than just an acknowledgement letter issue.  How were you planning to enter the gifts with multiple packages?  

Assuming you don't have the events module, I would probably enter the full amount of the "purchase," and enter the overall deductible amount in the Receipt field.  This would give you what you need on the acknowledgement letters.


Then to avoid using split gifts I would use gift attributes indicating which "packages" they purchased.

Ashley Park-Rich

Joshua Bekerman bCRE:

Sounds like this is more than just an acknowledgement letter issue.  How were you planning to enter the gifts with multiple packages?  

Assuming you don't have the events module, I would probably enter the full amount of the "purchase," and enter the overall deductible amount in the Receipt field.  This would give you what you need on the acknowledgement letters.


Then to avoid using split gifts I would use gift attributes indicating which "packages" they purchased.

Hey Joshua- thanks for the reply.


To answer your question- how are the gifts to be entered: That's exactly what I am trying to determine.


If I understand you correctly- It sounds like I should set up the "packages" as attributes instead of as packages, am I following?  In doing so, I don't have to split the "purchase" or single gift entry.  I would instead utilize the attributes in a way to determine what "items" they are purchasing (raffle tix, admission tix, sponsorship, etc.)


Then- instead of having the benefit amount poplulate in our acknowledgement letters we update the receipt amount of the gift to the deductible amount and then have the receipt amount populate in the letter.


Does that sound right?