Elevated Event Acknowledgement

I am having some trouble merging my elevated event data into an acknowledgement letter for recognition, and would prefer not to do it manually.  What "cookbook" criteria do I need to set up as a merge field in order to retrieve 1) total paid and 2) tax-deductible portion of the gift?

Parents
  • Editing for Clarification:

    If you set up the Levels under the Elevated Event under Campaigns this will work if you set the Event information correctly on the Event tab in Contribution Processing with each gift entry. That should result in the goods_services_value in the Excel output of the Print Acknowledgment Letters utility being populated by the Non Ded Amt that you set for each Level of giving to the Elevated Event.

    Then, before you pull the data into letters in Word through a Mail Merge, you can insert a column and have it subtract the goods_services_value from the recd_amt and that new column will be your tax-deductible portion of the gift. A little bit of extra work, but it'll probably save at least a little bit of time on this.



    [edited by: Brian Parker at 5:47 PM (GMT -6) on 5 Jan 2017]
Reply
  • Editing for Clarification:

    If you set up the Levels under the Elevated Event under Campaigns this will work if you set the Event information correctly on the Event tab in Contribution Processing with each gift entry. That should result in the goods_services_value in the Excel output of the Print Acknowledgment Letters utility being populated by the Non Ded Amt that you set for each Level of giving to the Elevated Event.

    Then, before you pull the data into letters in Word through a Mail Merge, you can insert a column and have it subtract the goods_services_value from the recd_amt and that new column will be your tax-deductible portion of the gift. A little bit of extra work, but it'll probably save at least a little bit of time on this.



    [edited by: Brian Parker at 5:47 PM (GMT -6) on 5 Jan 2017]
Children
No Data