How to print Ack letters for Soft Credits?

Acks for creditees get set up (attached to campaigns) the same way other gift acks do—adding the letter in T_FORMAT_INFO and going to Campaigns > References > Acknowledgements to set up the rules for use.

The letter must be set up before the gift gets processed in order to apply it.

Lucie

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From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sabina Spilkin
Sent: Wednesday, September 30, 2015 2:42 PM
To: Lucie Spieler <lspieler@fgo.org>
Subject: [Tessitura Development Forum] How to print Ack letters for Soft Credits?

Hello,

Our development department need to generate a bunch of Ack letters for soft credits  -  I can't find a way to automatically flag a records for a letter in the contribution entry screen.  Looking for  ideas :)

Thank you,

Sabina 

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Thank you !

There is a way to enter “Matching Funds/Soft Credits” that generate a thank you letter for the contributing entity and the soft credit entity.

There is a “Match/Credit Tab” at the point of contribution entry.

My process is to:

·         Click on that tab

·         Enter the value in the “Amount to be Credited” field, press TAB on your keyboard

·         The “Add Creditee” button becomes active, click on that

·         Locate the record of the person to receive the soft credit – select the appropriate record

·         Information then appears in the Creditee box

·         Select the appropriate “Creditee Type”

·         I make a note in the Notes Tab with the name and account number for BOTH entities – ie “Contribution from Merck Matching Gifts (123456) on behalf of Mr. Richard Smith (987654)

o    I do this so that I can trace the soft credit from either record

o    I also have an affiliation on their records notating the relationship between the constituent records.

·         Do anything else you need to this entry, and save

·         Then when you go to print the letters, BOTH will populate in your word document

OR

Because it sounds like you may not have done the above mentioned steps, it looks like this is just a list/mail merge process at this point

·         If possible, make a list of who needs a soft credit letter

·         Execute an output set with all or as much as you can of the information you need

·         Save to excel, add or remove information as necessary

·         Then merge into your letter

I hope this helps and gives some direction for your process moving forward.

Thanks,

Marie

---

Marie Kocher | Development Assistant

Kansas City Ballet | Todd Bolender Center for Dance & Creativity

500 W. Pershing Road, Kansas City, MO 64108

816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

kcballet.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sabina Spilkin
Sent: Wednesday, September 30, 2015 1:44 PM
To: Marie Kocher <mkocher@kcballet.org>
Subject: [Tessitura Development Forum] How to print Ack letters for Soft Credits?

Hello,

Our development department need to generate a bunch of Ack letters for soft credits  -  I can't find a way to automatically flag a records for a letter in the contribution entry screen.  Looking for  ideas :)

Thank you,

Sabina 

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Thank you !

Just to add that if you want 2 ack letters to populate in the export file, before you start your gift entry be sure to set up the acknowledgment letters under Campaign/References/Acknowledgements and select All for the Creditee indicator and type.  Otherwise only 1 row of data will pull depending on the selection of these drop downs.

There is a way to enter “Matching Funds/Soft Credits” that generate a thank you letter for the contributing entity and the soft credit entity.

There is a “Match/Credit Tab” at the point of contribution entry.

My process is to:

·         Click on that tab

·         Enter the value in the “Amount to be Credited” field, press TAB on your keyboard

·         The “Add Creditee” button becomes active, click on that

·         Locate the record of the person to receive the soft credit – select the appropriate record

·         Information then appears in the Creditee box

·         Select the appropriate “Creditee Type”

·         I make a note in the Notes Tab with the name and account number for BOTH entities – ie “Contribution from Merck Matching Gifts (123456) on behalf of Mr. Richard Smith (987654)

o    I do this so that I can trace the soft credit from either record

o    I also have an affiliation on their records notating the relationship between the constituent records.

·         Do anything else you need to this entry, and save

·         Then when you go to print the letters, BOTH will populate in your word document

OR

Because it sounds like you may not have done the above mentioned steps, it looks like this is just a list/mail merge process at this point

·         If possible, make a list of who needs a soft credit letter

·         Execute an output set with all or as much as you can of the information you need

·         Save to excel, add or remove information as necessary

·         Then merge into your letter

I hope this helps and gives some direction for your process moving forward.

Thanks,

Marie

---

Marie Kocher | Development Assistant

Kansas City Ballet | Todd Bolender Center for Dance & Creativity

500 W. Pershing Road, Kansas City, MO 64108

816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

kcballet.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sabina Spilkin
Sent: Wednesday, September 30, 2015 1:44 PM
To: Marie Kocher <mkocher@kcballet.org>
Subject: [Tessitura Development Forum] How to print Ack letters for Soft Credits?

Hello,

Our development department need to generate a bunch of Ack letters for soft credits  -  I can't find a way to automatically flag a records for a letter in the contribution entry screen.  Looking for  ideas :)

Thank you,

Sabina 

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

T.C. – YES!! Excellent. I forgot about that set up functionality. It was set up for me, and I forgot that step.

Just to add that if you want 2 ack letters to populate in the export file, before you start your gift entry be sure to set up the acknowledgment letters under Campaign/References/Acknowledgements and select All for the Creditee indicator and type.  Otherwise only 1 row of data will pull depending on the selection of these drop downs.

There is a way to enter “Matching Funds/Soft Credits” that generate a thank you letter for the contributing entity and the soft credit entity.

There is a “Match/Credit Tab” at the point of contribution entry.

My process is to:

·         Click on that tab

·         Enter the value in the “Amount to be Credited” field, press TAB on your keyboard

·         The “Add Creditee” button becomes active, click on that

·         Locate the record of the person to receive the soft credit – select the appropriate record

·         Information then appears in the Creditee box

·         Select the appropriate “Creditee Type”

·         I make a note in the Notes Tab with the name and account number for BOTH entities – ie “Contribution from Merck Matching Gifts (123456) on behalf of Mr. Richard Smith (987654)

o    I do this so that I can trace the soft credit from either record

o    I also have an affiliation on their records notating the relationship between the constituent records.

·         Do anything else you need to this entry, and save

·         Then when you go to print the letters, BOTH will populate in your word document

OR

Because it sounds like you may not have done the above mentioned steps, it looks like this is just a list/mail merge process at this point

·         If possible, make a list of who needs a soft credit letter

·         Execute an output set with all or as much as you can of the information you need

·         Save to excel, add or remove information as necessary

·         Then merge into your letter

I hope this helps and gives some direction for your process moving forward.

Thanks,

Marie

---

Marie Kocher | Development Assistant

Kansas City Ballet | Todd Bolender Center for Dance & Creativity

500 W. Pershing Road, Kansas City, MO 64108

816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

kcballet.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sabina Spilkin
Sent: Wednesday, September 30, 2015 1:44 PM
To: Marie Kocher <mkocher@kcballet.org>
Subject: [Tessitura Development Forum] How to print Ack letters for Soft Credits?

Hello,

Our development department need to generate a bunch of Ack letters for soft credits  -  I can't find a way to automatically flag a records for a letter in the contribution entry screen.  Looking for  ideas :)

Thank you,

Sabina 

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!