End of year statements fo Recurring Payments in OLX

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Judy Olejniczak
Judy Olejniczak
Tenth Anniversary First Comment
in Blackbaud Raiser's Edge NXT®: General Discussion
Does anyone do a year end statement for all OLX recurring payments?   If so what field did you use to pull the query for these types of gifts.   The gift type Recurring Gift is used in RE for our employee giving with payroll, therefore that field is not an option.  Looking for best practices.
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  • Faith Murray
    Faith Murray
    Ninth Anniversary 2,500 Likes 1000 Comments Photogenic
    Our OLX gifts are treated just like regular gifts for purposes of year-end tax reports. But if you're needing to separate them out, maybe you could pull all recurring givers, but in the Query exclude those with an Employee Constituent Code or Attribute? I assume there is some marker in the record which indicates who is an employee?
  • Mohammed Abdulkadir
    Mohammed Abdulkadir
    Ancient Membership First Comment Loyalty Badge Pollster Level 1

    Judy Olejniczak:

    Does anyone do a year end statement for all OLX recurring payments?   If so what field did you use to pull the query for these types of gifts.   The gift type Recurring Gift is used in RE for our employee giving with payroll, therefore that field is not an option.  Looking for best practices.

    If you would like to filter for all OLX gifts, then you can use gift query and use "Online Express Transaction ID" field under gift attribute along with gift type Recurring Gift.

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