Consolidated Annual Receipts

Melina Abraham
Melina Abraham
First Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussions

Can anyone tell me how I create a consolidated annual tax receipt? Not a giving statement. My multiannual donors want one receipt at the end of the year and I cannot figure out how to do it. Thank you.

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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge 2025 bbcon Attendee Badge

    @Melina Abraham Welcome to the BB community forums.

    (I have not tried this in webview so don't know how/if it works there.)

    The record needs to be coded on Bio 2 tab for consolidated receipt. A gift can only be receipted once so the gifts this will pull is those marked Not Receipted. We mark our monthly donors' gifts as Do Not Receipt and I do a global change to that before running the receipt.
    In db view, I have a query of records needing EOY receipt that are marked for consolidated. Once I've changed the receipt I run the query through Mail >Receipt. Use that csv file to merge into my Word receipt. We include language that this is for gift received via EFT/payroll deductions/cash gifts not previously receipted.

    If gifts have already been receipted, I then would use the annual statement report displaying the receipt # and a charitable contribution statement.

    This is just a brief response. Not sure of your experience with RE so you may have more questions.

    There are several articles in KB like this one:

    What are consolidated receipts and how do I set up constituents to receive them?

    Consolidated receipts include the total amount of a constituent's gifts that meet the criteria; individual gifts are not itemized. ... Select Consolidated receipts in the Receipt type field.

    Raiser's Edge

    Article Number: 41583

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