I have two questions:
(1) Sometimes we have donors who may contribute to different funds. The acknowledgement letter will generate a duplicate for the donor: For example, Jane Doe makes a donation of $50 to the Annual Fund and $100 to the Education Fund, so both letters show up. Is it possible to enter a command in the field code that will merge both letters into one? I would like one letter to populate that thanks Jane Doe for making a $150 contribution to the Annual Fund and the Education Fund.
(2) My second question is: I would like to alter text in the merged acknowledgement letters for anyone who makes a donation equal to or more than $2,500. The conditional formatting command has been useful for that scenario, but I also want to have alternate text display for anyone who donates between $1,000 and $2,499, and for no special text to be displayed to anyone who's donated less than $1,000 and I'm not sure how to do that. To simplify, below is an example of what I'm trying to accomplish with the special text:
NO SPECIAL TEXT (Membership level below $1,000)
Special text: (Membership level $1,000 - $2,499) The cost of goods and services for your level of support is $80 for (1) one After Concert Party
Special text: (Membership level $2,500 - $50,000+)The cost of goods and services for your level of support is $250 for (3) Musician Dinners (1) one After Concert Party
Thank you for any assistance!
Hi Lauren,
1) I do not know of a way to get around this via field codes in Word. However, this is how I handle this situation. When I am processing the gifts in Tessitura, I manually remove one of the acknowledgement letters that is automatically added during gift entry and I put a contribution note on the other gift that says something like "**ALSO THANK FOR $100 EDUCATION GIFT." That way, after I run the acknowledgement report and merged it with my Word template, I can search for instances of "**" to find special notes and edit letters as needed.
2) I would use 2 IF THEN statements for this scenario: (use CTL-F9 to insert brackets)
{ IF { = AND ({COMPARE {MERGEFIELD cont_amt} >= "1000" }, {COMPARE{MERGEFIELD cont_amt} < "2500" })} = 1 "The cost of goods and services for your level of support is $80 for (1) one AfterConcert Party" ""}{IF {MERGEFIELD cont_amt} >= "2500" "The cost of goods and services for your level of support is $250 for (3) Musician Dinners (1) one After Concert Party" ""}
Odele