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