End-of-year tax statements
I'm sure this is a top subject matter right now, but even after reading some of the discussions, I still don't know where to even start the process of running my statements. I tried running it in webview but I need to make some edits to some as well as include our school header but it won't allow me. It also didn't pull all gifts like recurring, stock, etc.
Anyone willing to hold my hand and walk me through the process? 
Comments
-
@Jolynn Uyehara I wouldn't suggest you even attempt to run these through NXT. I'd start with two parts, your letter template and creating a query with the appropriate fields. Knowing all the fields to export is super important. Creating the query and double checking it will take some time, as will formatting the letter, if that is also your responsibility. From there, do a mail merge.
Obviously, that is a very simplistic way to look at it. Others run very complex reports in Crystal or another tool or super complex merges. Regardless of how you will do it, the process I've seen most and used the most is an external merge of some sort.
1 -
@Jolynn Uyehara, I have written up a pdf of How To Create Year End Tax Statements (in database view) after having to figure it out last year. If you'd like me to email this, let me know. ?
If anyone else would like to receive it, please post it in this thread I've started so it's easier for me to keep track. Thank you!
1 -
@Dana Burton I would love that PDF. I have spent so much time and effort. We hoped to send the end of year statements via webview but keep encountering hiccups.
1 -
@Dana Burton I would love a copy.
Molly Kerr mkerr@ctking.com
0 -
@Dana Burton Yes please share that with me! My email address is juyehara@hba.net
Thank you so much!
0 -
@Anna ONeill, @Molly Kerr, @Jolynn Uyehara - Sent ✔
1 -
@Dariel Dixon thank you so much for sharing. It is complex. I tried running it through database and it's pulling husband/wife separately but I need them together. When we would run it in the past, all the gifts would list and then there is a total and our verbiage would be on there too. Basically it was one page. I would prefer not to have husband and wife's statement separate, AND a letter on top of that. Thoughts?
0 -
@Dana Burton Can I please, pretty please, get a copy of this PDF? jolea.payne@kipptexas.org
0 -
@Dana Burton Dana, may I also have a copy of your PDF? Thank you so much for sharing. Vicki
vdanklefsen@rosaryhs.com
1 -
@Jolynn Uyehara Are you using Primary Addressee and Primary Salutations for the name (not Name)?
1 -
@Jolea Payne and @Vicki Danklefsen Sent it! ?
0 -
@Jolynn Uyehara I get it. We had the same issues at my last employer. However, because we used HOH processing, we ran the export for only HOH and included soft credits. We did have some gifts that we had to manually edit and change, but there's almost no getting around some edits.
It sounds like you want to list all the gifts separately as opposed to having a basic summary statement. While I prefer this approach, it does make the letter potentially longer, which is fine as long as you account for it. These letters have a lot of potential as stewardship and donor relations pieces, and I think that's more important that the length of the letter.
0 -
@Dana Burton
Could you send me this PDF. I am experiencing some problems with running the statements as well0 -
@Dana Burton
kchesso4@nccu.edu Thank you for your time!!1 -
@Kelly Chesson Done!
0 -
@Dana Burton could you send me a copy of the pdf also? kris_countryman@loomis.org
0 -
@Kris Countryman, done!
If anyone else would like to receive it, please post it in this thread I've started so it's easier for me to keep track. Thank you!
0 -
@Dana Burton could you send me a copy of the PDF? We just migrated to NXT and I'm sure it's something we will need for next tax season. Thanks!
0 -
@Jennifer Barker, I uploaded the PDF to a hosting site if you'd like to view it that way. It can be found here.
0
Categories
- All Categories
- 6 Blackbaud Community Help
- 213 bbcon®
- 1.4K Blackbaud Altru®
- 403 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 360 Blackbaud eTapestry®
- 2.6K Blackbaud Financial Edge NXT®
- 656 Blackbaud Grantmaking™
- 577 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 939 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.6K Blackbaud Raiser's Edge NXT®
- 3.7K SKY Developer
- 248 ResearchPoint™
- 119 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 241 Member Lounge (Just for Fun)
- 34 Blackbaud Community Challenges
- 37 PowerUp Challenges
- 3 (Open) PowerUp Challenge: Grid View Batch
- 3 (Closed) PowerUp Challenge: Chat for Blackbaud AI
- 3 (Closed) PowerUp Challenge: Data Health
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 794 Community News
- 2.9K Jobs Board
- 54 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)