Hello!
I'm writing to see if anyone knows or has created a way to directly connect an Acknowledgement Letter to a Gift given by a Constituent?
My Director of Development is very insistent that we do this for ALL gifts ($1-$1M). We come from using Raiser's Edge software - where as a Gift was entered it allowed you to make a Word Document Letter immediately and directly tied to that Contribution/Gift.
The only option we've possibly found is to do is run an Acknowledgement letter, mail merge, separate each letter, save each letter, go to a Constituent record, create a plan where I add in their letter, go back to their Contribution and then add in the plan... Is there another/easier way?
Our company is new to Tessitura and we're slowly figure out all the bells and whistles of the software; so i greatly appreciate any advice!
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Salvatore VastaArtistic Manager, Madison Opera
Hi Salvatore,
I think that many orgs do the excel/merge sequence for acknowledgements. However when I worked at Fort Worth Symphony we had a report that did that work, and we printed straight to letterhead. The formatting/content was updated via our DBA. The report did update the gift that the acknowledgement had been printed.
You may want to connect with them.
Megan HallSeattle Symphony