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Year End Tax Report

Monika Jouvert (Past Member)
$organization

We are in the process of creating a Year End Tax report for our donors. I had posted a request to the shared reports forum to see if any one had such a report available.  However, it does not seem to be the case? Once I have ours , I am happy to share it if there is any interest.

While putting together the specifications I do have some questions though, that I was hoping to get some feedback on.

Do you ever get requests from donors for calendar year-end tax receipts, and how do you fulfill them?

When receipting a pledge with a non-dedcutible portion that spans multiple calendar years, do you account for the whole value of goods and services in the first year or do you pro-rate that?

thanks for your feedback!!

Monika

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  • Former Member
    Former Member $organization
    Hi Miki,

    We don't have a custom report but are still sending the 2017 tax report with these steps:

    - Build list of 2017 donors
    - Build output set with information you detailed, export to Excel (one gift per line)
    - Use of lookupconcat UDF in excel to get all the gift fields in one string per constituent
    - Text-to-columns to get each field in their cell.  All 2017 gifts are now in one row
    - Remove duplicates
    - Merge to Word

    Is this enough detail? Feel free to ask for clarification.

    Good luck!

    Louis
    PS: I've found this letter to be a surprisingly good appeal, just adding something like "If at this time you would like to make your 2018 gift, then..."

    Louis Diez
    Director of the Annual Fund
    Baltimore Symphony Orchestra

  • $organization in reply to Former Member

    Hi Louis, 

    Would you mind sharing your lookupconcat UDF formula? I know that it will be very specific to your spreadsheet, but I'd love to see if I can figure out how to adapt it to my data.

    I'm trying to do exactly what you describe: in a spreadsheet which lists all gifts on separate rows, I'd like to use an Excel formula to get all gift fields for a constituent into a single row. I'd classify my Excel skills as advanced beginner, but so far I've been unable to accomplish it. 

    Thanks, 

    Sarah

    Sarah M. Marrs
    Senior Manager of Individual Giving
    Children's Theatre Company 

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  • $organization in reply to Former Member

    Hi Louis, 

    Would you mind sharing your lookupconcat UDF formula? I know that it will be very specific to your spreadsheet, but I'd love to see if I can figure out how to adapt it to my data.

    I'm trying to do exactly what you describe: in a spreadsheet which lists all gifts on separate rows, I'd like to use an Excel formula to get all gift fields for a constituent into a single row. I'd classify my Excel skills as advanced beginner, but so far I've been unable to accomplish it. 

    Thanks, 

    Sarah

    Sarah M. Marrs
    Senior Manager of Individual Giving
    Children's Theatre Company 

Children
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