Honor/Memorial Acknowledgement Letter

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AC19034
AC19034 ✭
Ancient Membership
in Blackbaud Raiser's Edge NXT®: General Discussion

Hello,

I am trying to teach myself how to use the mail merge in Raiser's Edge. Let's say I want to send a letter to a family member listing the names and addressess of those who gave in memory of a loved one.

 I figured out how to put the Rasier's Edge fields in me word document, but cannot figure out how to get multiple donors on the same letter. Right now, its generating a new letter to the same person, with each letter having only one donor's name and contact info. I hope that makes sense. So instead of sending the Memorial letter ten times to the same loved one, I would like one letter to generate ALL of the people who donated in memory of the deceased during a certain time period.

 

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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    AC19034 :

    Hello,

    I am trying to teach myself how to use the mail merge in Raiser's Edge. Let's say I want to send a letter to a family member listing the names and addressess of those who gave in memory of a loved one.

     I figured out how to put the Rasier's Edge fields in me word document, but cannot figure out how to get multiple donors on the same letter. Right now, its generating a new letter to the same person, with each letter having only one donor's name and contact info. I hope that makes sense. So instead of sending the Memorial letter ten times to the same loved one, I would like one letter to generate ALL of the people who donated in memory of the deceased during a certain time period.

     

    We don't have the tribute module, which it looks like you do so don't know what your option would be within that module. 

    When I need to send the list you describe, I either run a report like cash receipts journal listing donors to that fund, export, remove $ info and include as attachment.  Have also used a query of gifts to the memorial, exported it and then just pasted data into letter.

    Just a work around I've used...

  • Melissa Graves 2
    Melissa Graves 2 ✭
    Ancient Membership Facilitator 2
    AC19034 :

    Hello,

    I am trying to teach myself how to use the mail merge in Raiser's Edge. Let's say I want to send a letter to a family member listing the names and addressess of those who gave in memory of a loved one.

     I figured out how to put the Rasier's Edge fields in me word document, but cannot figure out how to get multiple donors on the same letter. Right now, its generating a new letter to the same person, with each letter having only one donor's name and contact info. I hope that makes sense. So instead of sending the Memorial letter ten times to the same loved one, I would like one letter to generate ALL of the people who donated in memory of the deceased during a certain time period.

     

    Currently we do all of our tribute cards manually and most often have only one contributor per card. Previously, at a different organization I have dealt with what you have. I would consider not merging them but instead sending the "honor/memorial contributors list" in the tribute reports section and attaching it to your letter. It will make your process so much easier.

  • Grace Strother
    Grace Strother ✭
    Ancient Membership Facilitator 1 Photogenic
    AC19034 :

    Hello,

    I am trying to teach myself how to use the mail merge in Raiser's Edge. Let's say I want to send a letter to a family member listing the names and addressess of those who gave in memory of a loved one.

     I figured out how to put the Rasier's Edge fields in me word document, but cannot figure out how to get multiple donors on the same letter. Right now, its generating a new letter to the same person, with each letter having only one donor's name and contact info. I hope that makes sense. So instead of sending the Memorial letter ten times to the same loved one, I would like one letter to generate ALL of the people who donated in memory of the deceased during a certain time period.

     

    If you have the Tribute module and you're using Honor/Memorial Acknowledgement letters, I recommend the steps in Knowledgebase solution BB486956. You can export multiple gifts per tribute that way. I hope that helps!

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