Receipt Amount/Gift Amount

Joanne Felci:

Denise Hawks:

Hi all,

I have an existing Custom Crystal Report for my Annual Giving Statements. My issue is that it currently uses "Amount" and I need to change it to "Receipt Amount".

I made sure that "Receipt Amount" is in my export, I just need to know how to change the Crystal Report field.

Of course, time is of the essence here.

Please and Thank you.

 

Denise

Click on the Design tab and find the field for amount and delete it then in the fields drop down (on the right hand side) click the + sign next to Database Fields and find the field for Receipt Amount and put in on the Design tab where the amount field used to be


Hopefully I'm understanding your question

Joanne

 

Melissa Graves:

If you are giving these to people for tax reasons they do not need receipt amount. Per IRS publication 1771 an IRS acknowledgement needs full amount they gave and a listing of the benefits received (description and value).

Jen Claudy:

If you sent an acknowledgement listing the FMV of benefits at the time you received the gift, you technically do not need to send anything more.  However, if you are electing to send a year-end summary, you would want to include the FMV of all benefits received.  Otherwise, the donor will still need to locate the original letter to find that FMV or they'll call you and ask for it, which defeats part of the purpose of sending a year-end statement.