Annual recurring gift acknowledgements

Anthony Plamondon
Anthony Plamondon
Name Dropper First Anniversary Facilitator 1 December 2023 Challenge: Season of Giving
in Blackbaud Raiser's Edge NXT®: General Discussions

How do I generate a gift acknowledgement letter to be emailed for recurring gifts that shows giving for all of 2023?

Comments

  • Christine Robertson
    Christine Robertson Community All-Star
    Kudos 5 Name Dropper Participant First Anniversary

    @Anthony Plamondon Have you reviewed the functionality available in Giving Statements in the webview? That sounds like it might be what you are looking for.

  • Anthony Plamondon
    Anthony Plamondon
    Name Dropper First Anniversary Facilitator 1 December 2023 Challenge: Season of Giving

    @Christine Robertson I will check it out. Thank you. I haven't touched RE since 2009 but I have a new job now.

  • Christine Robertson
    Christine Robertson Community All-Star
    Kudos 5 Name Dropper Participant First Anniversary

    @Anthony Plamondon I hope it will do what you need. There's lots of new functionality in webview since you were last in RE (providing that the org you're working with has RE NXT of course!).

  • Dan Snyder
    Dan Snyder Community All-Star
    Tenth Anniversary Kudos 5 bbcon 2025 Attendee Badge PowerUp Challenge: Product Update Briefing Feedback Task 3

    @Anthony Plamondon While I presume you are on NXT, if you do not like the Giving Statements there, you can still create annual giving statements in the reports section of database view (Reports>Financial Reports>Annual Statement Report). You can export that to PDF if you want or even Word if you need to adjust anything.

    Another option, and what we do here, is to export the summary information (number of gifts and total receipt amount), then we merge the total giving into a letter thanking the donors for their contributions over the past year. Other than the export, this is all done outside of RE.

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