I am looking to get some information on how tax information letters are pulled from Tessitura? Does anyone have documentation that they can share? Thank you.
Hi Qaya,
Are you after info on Acknowledgement letters (the Tessitura standard training is good https://www.tessituranetwork.com/en/Items/Videos/Training/Acknowledgements) or the Cumulative Giving Summary which is pretty great ( https://www.tessituranetwork.com/Help_System/Content/Topics/CGS%20Receipts/Overview.htm ).
H
Qaya,
Like Heath said, there is the Cumulative Giving Summary, but it isn't itemized. At SLSO, we do itemized cumulative giving summaries. We currently have two custom letters: one for calendar year giving of 1,500 and up, and another for 1,499 and below.
The script and letter template for the 1,499 and below were written by my predecessor. I think that was the only letter we had until last year. I guess my coworkers wanted a more personalized letter for the 1,500 and up group. So last year I took the script from this report shared by the Tulsa Arts Management Consortium (link) and modified it for our purposed. My coworkers wrote a letter in Word and (this year) I exported the data for them to do a mail merge (their choice, not mine). However, next year I think I am going to take their letter template and prepare a Visual Studio template, because that mail merge was a headache for them this year.
Ashley Elliott
Database Administrator
St. Louis Symphony Orchestra
314-286-4198
ashleye@slso.org