RE-NXT Donor Advised Fund Acknowledgement practices

Wanda Johnson

Has anyone mastered a way to generate an automatic acknowledgment for DAF's??

Either a workflow or letter, specifically. Any info is appreciated! Thanks!

Joan Blue

Are you creating your donor ack letters in RE Mail?  If so, and If you don't use soft-credits extensively all over your database, this is not a difficult method to set-up; then processing is as simple as all your other letters.   I'm happy to share - but if you're doing them through NXT, I can't help you.