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?
If there were a report that didn’t require a lot of custom work, we would definitely do this. But it’s a complicated matter (I’m told) to separate out cash payments from pledges, etc.
_______________
Julie P. Hamre
Finance/Development Associate
Strathmore Hall Foundation, Inc.
5301 Tuckerman Lane
North Bethesda, MD 20852-3385
301.581.5136; fax 301.581.5201
in office Monday-Tuesday-Thursday
www.strathmore.org
Support what you love. Strathmore Stars enjoy
10% off Strathmore performance tickets, advance
ticket purchase, discounts in the Shops at
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From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Laura Fichtenberg Sent: Tuesday, January 28, 2014 3:48 PM To: Julie Hamre Subject: Re: [Tessitura Development Forum] Total giving for calendar year
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
From: Jess Levy <bounce-jesslevy9859@tessituranetwork.com> Sent: 1/27/2014 6:18:14 PM
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
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