RE: Pledge Reminder Letter for Multi-year pledge

Alex Harris $organization over 14 years ago

Hi Anne,

Have you looked into generating these letters through the Pledge Billing utility? If I understand correctly what you’re looking for, I think that could provide you with everything you need.

The documentation for the utility is very thorough, so I would encourage you to start there to see if it’ll work for you.

Hope that helps!

…Alex

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From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Anne Chao
Sent: Tuesday, August 30, 2011 5:43 PM
To: Alex Harris
Subject: Re: [Tessitura Development Forum] Pledge Reminder Letter for Multi-year pledge

Hi All,

Am working on setting up a process for generating pledge reminder letter for our multi-year membership program.

This pledge reminder will need to include 1. current due 2. past due 3. total amount pledge in this year --> used to reference the level of membership. Since the pool of people is not that large, we run bei-monthly. I did find one report that provide all the dollar amount information-- Pledge Receivable by Period, However, I ran into 2 dilemmas: 1) no contribution date for the pledge; and 2) no address info is included.

I am able to use outputset to get the address, however, really need some advice and suggestions on how to insert the contribution_date.

Any other way that you manage this tasks would be also interesting to me to learn..

Thank you very much!!

-Anne

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