Luminate online consolidate tax receipt template

Catherine Han

Hi:


Does anyone have consolidated tax receipt template (canadian version) for luminate online monthly donation? Is it good idea to do it online or offline?


Any ideas are helpful? 


Thanks!


Catherine

Erik Leaver

Catherine Han:

Hi:


Does anyone have consolidated tax receipt template (canadian version) for luminate online monthly donation? Is it good idea to do it online or offline?


Any ideas are helpful? 


Thanks!


Catherine

Catherine-


I think you'll want to run a report to capture the total amount of gifts from all of your monthly donors. Then use the csv version of that report to do a mail merge into a receipt template.


There are several ways you can run this report, but here's one that I find fairly easy:


Go to Fundraising -> Donation Management -> Donation Reports


Then select a "Donations by Donor" report. In that report in step 4 "Payment Filtering", uncheck "one-time gifts" and "installment gifts" this should leave you with just sustaining gifts selected. Click next (important, that saves the selections).


Then go to step 9 and select "Date Filtering" and select "Last Calendar Year" under the pre-defined ranges and click Next.


Then you can review the selections in "configuration summary". If everything looks good, give the report a label and run it. After you run it there are options to download the report.


Good Luck!

Erik

Erik Leaver

Catherine Han:

Hi:


Does anyone have consolidated tax receipt template (canadian version) for luminate online monthly donation? Is it good idea to do it online or offline?


Any ideas are helpful? 


Thanks!


Catherine

And just today, this upcoming webinar was announced! 


Annualized Tax Receipts

Wednesday, February 1, 2017 at 1:00 p.m. ET

Learn how to create receipts for sustaining gifts, also known as recurring gifts, in Luminate Online. We will show you how to easily issue your CRA compliant annualized tax receipts.


Register here: https://hello.blackbaud.com/Tips-and-Timesavers-WebinarSeries-LOTR.html