Receipting mulitple gifts on one receipt
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We often have donors that give to multiple funds with one gift. This causes multiple gifts on the same day, therefore, multiple receipts.
I'm looking for a way to print one receipt per donor that will list out each gift. Is there anyone that is willing to share with me how they set up their Acknowledgement/receipt letter to show multiple gifts using the mail process?
Thank you ahead of time for any help with this.
I'm looking for a way to print one receipt per donor that will list out each gift. Is there anyone that is willing to share with me how they set up their Acknowledgement/receipt letter to show multiple gifts using the mail process?
Thank you ahead of time for any help with this.
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Comments
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You can choose this on a per constituent basis on the Bio2/Org2 tab; "Receipt Type." But it consolidates the gifts into a single total amount, not split by Fund. RE does not have any built-in method to create one letter with multiple gifts detailed.
We just use the standard "One receipt per gift" method and manually combine the multiple letters produced into a single letter.2 -
Thank you for your reply. That is what I thought. But I was hopeful ..........
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We do one receipt for multiple funds/donations for the day's banking - listing them separately, with a total donation amt for the day, but we hired a company to create a SQL plug in for it. Not supported by BB if it goes wrong. But its based on the daily banking, and its an export. Maybe worth playing around with query/export when you have some down time?0
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Have you considered generating a statement report instead of (or in addition to) a letter, listing all the gifts given on a particular date? At the beginning of the year, we generate Annual Statement Reports for our donors that make multiple gifts throughout the year, you could do something similar with a shorter date parameter.1
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We also have this situation on a regular basis: One donor with a gift that gets split to multiple funds.
We handle it by bypassing the regular "Letter" function in RE (too limiting) and instead we handle all our acknowledgement letters with a Gift Export to a Word Mail Merge. So each GIFT gets one letter to the donor and the multiple splits can listed out as Fund1, Fund2, etc.
This only works if you split gifts.
If you're truly putting in multiple gifts for the same donor on the same day then you *might* be able to create a query and Constituent export that selects all the DONORS for that one day and then exports out all the GIFTS they made on that one day.3 -
Our donors very often split their gifts 2-4 ways. With very few exceptions, I split the gifts in the single gift record for the day/check received. Receipting is handled through the acknowledgement letters by including the initial unsplit amount to acknowledge that, then the split gift amounts and corresponding funds in the language in the letter:
"Thank you for your gift of <<Amount>>. Per your request, we have designated your gift as such: <<Split_Amount_1>> to <<Fund_ID_1>>, <<Split_Amount_2>> to <<Fund_ID_2>>, <<Split_Amount_3>> to <<Fund_ID_3>>, <<Split_Amount_4>> to <<Fund_ID_4>>."
I then have a macro in Word that removes the extraneous language from those letters that are effectively blank/nonexistent splits (using wildcards, replace ", to *." with "."). If it's a single, unsplit gift I use a different letter.
If you want, here's the VB Macro code:
Public Sub BlankFundRemoval()
'
' BlankFundRemoval Macro
'
'
Selection.Find.ClearFormatting
Selection.Find.Replacement.ClearFormatting
With Selection.Find
.Text = ", to *."
.Replacement.Text = "."
.Forward = True
.Wrap = wdFindContinue
.Format = False
.MatchCase = False
.MatchWholeWord = False
.MatchWildcards = True
.MatchSoundsLike = False
.MatchAllWordForms = False
End With
Selection.Find.Execute Replace:=wdReplaceAll
End Sub1 -
All of your answers have been very helpful. I will have to try some of these when I have down time.
We separate the split gifts that come through in batch so I may try an export for the days gifts. My DBM will not allow split gifts.
When I have multiple receipts with multiple gifts, printing the statement might work.
Tim and Tom, this technical stuff is what I was looking for. Thank you for taking the time to reply. This will give me something to work onThis may even help me on creating a pledge/Invoice that can include multiple installments listed out.
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