In contributions with a combination of a pledge and then subsequent monthly payments is it possible to create an acknowledgement letter at the end of the membership term with one tax receipt for the full amount given, as opposed to generating twelve receipts through the course of the membership, acknowledging each individual payment?
Or just thinking about the calendar year, can I print an ack letter with tax receipt for payments to date? For example a membership runs April 2009-April 2010. Can I generate an ack with one receipt for all payments April-December 2009, then a second for Jan-Mar 2010?
And is this something that I can find readily available in Tessitura or would this require customization?
Thanks,
Duane
Duane,
Probably the easiest thing to do is make an acknowledgement rule using Final Pmt rather than Pmt. That way you get one acknowledgment letter when the last payment for the pledge comes in rather than one for each payment. If you want to enumerate the multiple payments in the acknowledgement (rather than acknowledging the full amount) then I am with Ryan on the merge grouping on contribution or constituent.
One caution on the Final Payment option is when adjusting, if the pledge is adjusted to the point that it is fully paid that action will not trigger the final payment and you may need to add an acknowledgement manually to the adjusted pledge.
Best,
Anna
Anna E. Wessely
Manager Asia Pacific/Senior Application Specialist
Tessitura Network, Inc
+1 888 643 5778 x 308
awessely@tessituranetwork.com
www.tessituranetwork.com
Good point, however I don't think the final payment option will help on the second example of the payment schedule April 2009-April 2010 if you are trying to get a tax receipt out at the end of the year 2009.
Thanks Ryan and Anna,
I'll try a few things out with our development team and will follow up if I have any more questions in this regard.
And yes, I guess determining how to generate two receipts to incorporate the calendar year end is still an issue.
As always, thanks to all for their suggestions and ideas.
I would love to know the answer to this question as well. The fact that I figure out how to run cumulative receipts – especially calendar year receipts -- is a major impediment for us implementing monthly membership billing. Thanks!
_______________
Julie P. Hamre
Development Associate
Strathmore Hall Foundation, Inc.
5301 Tuckerman Lane
North Bethesda, MD 20852-3385
301.581.5136; fax 301.581.5201
www.strathmore.org
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-----Original Message----- From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Duane Woods Sent: Tuesday, June 16, 2009 3:27 PM To: Julie Hamre Subject: Re: [Tessitura Development Forum] Membership monthly payments - one acknowledgement w/tax receipt for full amount Thanks Ryan and Anna, I'll try a few things out with our development team and will follow up if I have any more questions in this regard. And yes, I guess determining how to generate two receipts to incorporate the calendar year end is still an issue. As always, thanks to all for their suggestions and ideas. Duane From: Ryan Rowell <bounce-ryanrowell5634@tessituranetwork.com> Sent: 6/16/2009 1:33:25 PM Good point, however I don't think the final payment option will help on the second example of the payment schedule April 2009-April 2010 if you are trying to get a tax receipt out at the end of the year 2009. This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
From: Ryan Rowell <bounce-ryanrowell5634@tessituranetwork.com> Sent: 6/16/2009 1:33:25 PM
This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
There was some discussion about a year end report on the forum in May: http://www.tessituranetwork.com/COMMUNITY/forums/t/464.aspx.
-----Original Message-----From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Duane WoodsSent: Tuesday, June 16, 2009 3:27 PMTo: Julie HamreSubject: Re: [Tessitura Development Forum] Membership monthly payments - one acknowledgement w/tax receipt for full amount
From: Ryan Rowell <bounce-ryanrowell5634@tessituranetwork.com>Sent: 6/16/2009 1:33:25 PM