Itemized Tax Acknowledgements

Carly Swanson

Hello! My team is starting to send itemized year tax letters to all donors who gave more than 2 gifts in 2022 totaling $250 or more.

I have been using this great Blackbaud resource from a different tax letter thread: I need to send a year-end tax statement to my donors (blackbaud.com)

We are using Option #2 in this resource - building a query, saving as a selection and then using the appeal function to create our mailing / export for the merge in Word

My questions is: Is there a simpler way to export an itemized list of Date and Amount for each constituent?

Because some donors give monthly, we exported up to 12 payments in the Constituents Marketing Information / Revenue field.

After editing the fields to include Date and Amount, this exported beautifully with all of the needed information to build our letters.

However, many donors gave less than 12 payments a year so after completing the mail merge, we deleted the extra rows for each letter.

Is this the most efficient way? Would love to know what other organizations best practices and procedures may be Thanks!