Hi all,
I have a question about how other organizations handle acknowledgements when a donor declines benefits. We can't find a way to make automation work for us because we have to manually change the GSV on the receipts, depending on whether or not they have declined benefits. Is this what all organizations are doing? Is there some work-around we are missing?
Thank you!
Learning more about acknowledgements and automating the process is on my to-do list. I'm currently manually editing letters for donors that decline benefits, so you're not alone at least!
Hi Valeri,
If you are using memberships, you could select the Decline Benefits check box on the membership tab during gift entry.
This field pulls into the Print Ack Letter report, which you could then use to create conditional content in a mail merge to apply the proper sentence, depending on whether they declined benefits or not.
Hope that helps.
T.C.
That is what we are currently doing and it's time consuming. We want to be able to use the automated processes that Tess offers, but there doesn't seem to be a way to do it because Tess won't export the appropriate GSV depending on the acceptance/decline of benefits, only the GSV listed in the membership, regardless of whether or not that person has accepted/declined. It seems pointless to offer automation when the information the donor would receive is incorrect unless there is some way around it that we are missing.