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Stock Gifts not pulling in Mail Donor Acknowledgement Letters

Kendyl Druffel

Hi all! Turning to this channel in hopes you will be able to help out.

We utilize the Mail function in RE Database view to pull donor acknowledgement letters weekly. We then merge the .csv file to a specific word document for our personalized letters. We have different pulls set up based on letter type: cash, checks, other pay types, etc.

The other pay types is to pull ach payments or stock gifts. However, it is not pulling stock gifts for acknowledgment even though they will pull in the query associated with the mail pull. Any ideas on this?

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Comments

Joe Moretti

@Kendyl Druffel This might sound stupid, but is your RE Mail, which I am assuming is the Donor Acknowledgement Letter, is set to pull the gift types associated with stocks?