Does anyone have an extraction formula that gives the total giving for a calendar year for constituents? I could use not only for our January tax letters but to do annual report listings. Right now I am printing out a list of donations for the correct calendar range and adding them up in excel.
There's got to be a better way?
Hi!
We have a custom Tax Statements Report that pulls in all contributions in a specified date range and are willing to share. The report outputs contributions in seperate columns based on campaign category (ie: Operating, Endowment, Capital, etc... are all in different fields).
If you are interested in this report, please email me at jlevy@sfopera.com and I will put you in touch with our DBA.
Best
Jess Levy
San Francisco Opera
jlevy@sfopera.com
415-565-3283
Hi all,
I'm curious how many of you send out tax year receipts for your donors every year and if so, for which level or type of donors.
I welcome your responses!
Laura
Laura Fichtenberg
Director of Individual Giving
Berkeley Repertory Theatre
Theatres: 2025 Addison Street, Berkeley, CA 94704
Offices: 999 Harrison St, Berkeley, CA 94710
(p) 510 647-2907
(f) 510 647-2910
Lfichtenberg@berkeleyrep.org
www.berkeleyrep.org
Laura,
We send them for donors $250 and up. I am new in this job and asked several foundations if they expected the letter (since they only send one donation and receive a receipt with their thank you), they said yes.
Nichole GantsharDevelopment DirectorTulsa Ballet
Hi Laura
We send our calendar year end tax statement to individuals and households who make gifts or pledge payments totalling $3,000 or more.
Let me know if you have any questions.