Donor Lists and Acknowledgments - How do you streamline this process?

Hi there,

Ticketing Tessi user here trying to find a solution for my Development team!

Our issue is that the process of pulling donor lists for acknowledgements is long and manual. We have a range of funds our donors can contribute to, and they often donate multiple times in a 15 month period, so there's a lot of manual work done to prioritise who is acknowledged for which contribution.

As it stands, our process is to:

• Pull a New Contributions Report, incorporating all funds for the past 15 months
• Save to an Excel docco and tidy some columns
• Sort by contribution amount and delete rows with '0' values
• Create a new sheet for each fund
• De-dupe according to fund / amount priority (very manual process)
• Use a pivot table to find out total giving for each constituent
• Import a list of these constituent numbers into List manager
• Execute an Output Set, to pull donor’s “program names” and save to Excel again
• Paste this newly generated report into the previous pivot table and sort by total amount / surname a-z
• Paste names into a word document and format to our company style

It's a long and tedious process at the moment, so we wanted to canvas for any alternative ideas on how this could be done!

Cheers,

Amelia