Can RE issue consolidated tax receipt for gift-in-kind donation?

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Catherine Han
Catherine Han
Ancient Membership 100 Comments Name Dropper 5 Likes
in Blackbaud Raiser's Edge NXT®: General Discussion
Some of our donors donated gift-in-kind (same type) time to time to our organization, and would like to get a consolidated tax receipt. Is it possible in RE?


Catherine
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  • Aaron Rothberg
    Aaron Rothberg
    Eighth Anniversary 500 Likes 100 Comments Name Dropper
    Hi Catherine-


    It sure is. Build a constituent query with the population you're interested in (or you can run it against the whole database) and feed that query into a Constituent Export. In the Constituent Export select Summary Information -> Total Gift Amount and restrict your Gift Type to only In Kind gifts.

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  • Jennifer Johnson
    Jennifer Johnson
    Ancient Membership First Comment
    You can also change this selection in your mail process:
  • Sunshine Reinken Watson
    Sunshine Reinken Watson Community All-Star
    Ancient Membership 1,000 Likes 500 Comments Photogenic
    You can use the Annual Statements Report if they would like a list of each gift.

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