HELP! Preparation and sending of recurring gift receipts at year end of Canadian donors

Marilyn Field
Marilyn Field
Kudos 1 Name Dropper Participant First Anniversary
in Blackbaud eTapestry® General Discussions

Hi everyone,

I'm new to eTapestry and would really like some direction on recurring gift receipts. In Canada, we need to send receipts for donations within the calendar year. Typically, if a donation arrives online it is automatically issued a tax receipt - this works well. However, if a donor signs on for monthly donations, one receipt is issued for the first gift but then no other receipt is sent (to our knowledge). Ideally, I'd like to consolidate the donations into one receipt to provide to monthly donors annually but can't find resources that talk about the options. I do not believe the consolidated receipt happens automatically, and I suspect a custom receipt would be required that would then need to be populated through a query to determine the donors and their consolidated calendar year giving and then the process run manually. Is this correct? If so, does anyone know what the steps are or where the information can be found?

I appreciate any input and direction! Marilyn

Comments

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

    @Judith Youngblood - Do you know the answer to this eTapestry receipts question?

  • Judith Youngblood
    Judith Youngblood
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Marilyn Field - there is a receipt template that can show all gifts. You do need to start with a query that holds all gifts for a given year. I believe that Blackbaud offer the year-end receipting function again this year (at least I hope so!), so that should make it easier. Contact me at judith@wistdata.com if you need more help.

    (Thanks, @Christine Robertson!)

  • Marilyn Field
    Marilyn Field
    Kudos 1 Name Dropper Participant First Anniversary

    @Christine Robertson - Thank you for the redirection!

  • Marilyn Field
    Marilyn Field
    Kudos 1 Name Dropper Participant First Anniversary

    @Judith Youngblood - Thanks for the info. I haven't been able to find this yet, but I'll keep looking. If I can't, I will definitely reach out to you - thank you for the offer!

  • Judith Youngblood
    Judith Youngblood
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Marilyn Field Go under Communications > Receipts. Click New Document or Classic Email Template. Give it a name, and click Next. Then click Letter with Gift List. That's the template you will want to use to get all the giving for a period of time. Edit the template to say what you want to say and look like what you would like.

    Make a query with the criteria of received amount greater than or equal to $1 and the journal date in the range you desire. The output needs to be journal entries. From the query, click Save and Manage Communications. Choose the letter you just created and run it.

    Obviously, the instructions I gave probably lack a certain nuance, but they will get you headed in the right direction. Best of luck!

  • Marilyn Field
    Marilyn Field
    Kudos 1 Name Dropper Participant First Anniversary

    @Judith Youngblood Thanks for the instructions. In Canada, we can't use just a list of donations, we need to have an official receipt. But thankfully, I believe I've figured it out with the information contained in this template. I believe I am good to go now. Thanks so much for your help!!

  • Marilyn Field
    Marilyn Field
    Kudos 1 Name Dropper Participant First Anniversary

    @Marilyn Field After some digging, the solution was found! If anyone else has this issue, please reach out as I'm happy to share the information.

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