RE-NXT Donor Advised Fund Acknowledgement practices

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Wanda Johnson 2
Wanda Johnson 2
Sixth Anniversary First Comment
in Blackbaud Raiser's Edge NXT®: General Discussion
Has anyone mastered a way to generate an automatic acknowledgment for DAF's??

Either a workflow or letter, specifically. Any info is appreciated! Thanks!
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  • Joan Blue
    Joan Blue
    Fifth Anniversary 5 Likes First Comment Activity: First Reply
    Are you creating your donor ack letters in RE Mail?  If so, and If you don't use soft-credits extensively all over your database, this is not a difficult method to set-up; then processing is as simple as all your other letters.   I'm happy to share - but if you're doing them through NXT, I can't help you.

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