Incorporating Reports in Tribute Acknowledgement Letters

Kristin Donaldson

Is is possible to import information from a report into acknowledgement letters? For example, when we send honor/memorial acknowledgements, we would like to send the letters out quarterly (or perhaps monthly). Instead of sending a separate letter for each gift, we would like to send one letter that lists all of the donors that have contributed to the memorial fund. I know there is a report that I can run that lists all gifts to the memorial fund in a set date range, but I'm not sure how to pull that data into the acknowledgement letter. 


I'm VERY new to RE, and completely self-taught. I've been trying to find the answer to this for several days with no luck. Any help will be appreciated!

Dariel Dixon 2

Are you using the mail functionality to create your letter, or creating an export and doing it in Word?  Either way, I don't think it changes much.  If you're using the mail function in RE, make sure you change the drop down to per donor as opposed to per gift, and set your gifts to consolidate.


I do a lot of this, and what I've found best is a process where I can see how many gifts have come in per tribute, and determine how to proceed.  Our standard letter only has room for up to 3 names & addresses per sheet.  Any more than that, I edit the letter to enclose the acknowledgement report.  We send our letters our monthly.

Theresa Rogers

We send each donor an acknowledgment letter from the organization.  Then, weekly, we run the donor Tribute report per person that has had honorarium or memorial gifts made in their name.  I hand write a note to the family of the deceased/honored individual, explaining the Tribute report.  The family can then write their own additional acknowledgment notes if they choose.   That way, we are not trying to mail merge the whole list into one letter for the acknowledgee.