[sthilali]

I need help sending acknowledgement letters to both legal donors and those who are soft credited -

We have many donors who give via thier company so the company gets the legal aka 'hard' credit and the donor gets soft credit. In Mail if we select "soft credit to both" in the General 1 tab, then I will get a letter for the Corp and a letter for the indivdual - which is fine - except both will have tax language - and only the corp should get the tax break. If we select 'soft credit to donor" then I only get the soft credit donor and not the legal donor - who also needs a letter.

Since the acknowledgement letter is tied to the gift record I can only have one letter type. There does not seem to be a field in the MAIL that I could assiciate w/the soft credit donor's letter so that I could put a conditional statement in thier letter that would let me remove the tax language

I know there has to be a simple answer that I'm missing - HELP!

- Lisa
Southern New Hampshire University

[Melissa Siobhan]

There is an answer but I am not sure I would define it as simple.

You can run the mail letters twice with 2 different setups. First create one for the soft credits with no tax language and run it first. DO NOT say yes when it asks if you want to mark the gift acknowledged or NO hard credit letter will come out.

Then run your regular letters and you will get the second letter for the HC when you run these.

I actually had a special letter type for these because you may not always want a letter to go to the SC person (such as with spuses or family foundations with the same mailing address & contact as the SC individual) so if you selected that letter type during gift entry then a SC letter comes out in the first process (it is generated based on a query looking for that letter type).

Good luck.

[sthilali]

Thank you -
Yikes! I hope someone else out there has a simpler solution... I mean how does everyone else handle providing both legal credit while maintaining proper donor relations for those who are recieving recogniton credit only...

[tsteinhaeufel]

We have a text box at the bottom of each letter with receipt language. After the merge runs, we have two letters (one for the hard credit donor and one for the soft credit donor). We delete the tax receipt language in the text box for all letters going to soft credit donors.

A bit fiddly, but it's working for us so far.

Teri

[Melissa Siobhan]

Quote:

Originally Posted by tsteinhaeufel

We have a text box at the bottom of each letter with receipt language. After the merge runs, we have two letters (one for the hard credit donor and one for the soft credit donor). We delete the tax receipt language in the text box for all letters going to soft credit donors.

A bit fiddly, but it's working for us so far.

Teri

When looking at the 2 letters how do you know which one is the hard and which one is the soft credit? If you are using a manual list that you have to check and re-check to be sure you do not send a fruadulent receipt then I can not imagine that being easier than my autoMagic solution.

[tsteinhaeufel]

Quote:

Originally Posted by Melissa Siobhan

When looking at the 2 letters how do you know which one is the hard and which one is the soft credit?

Well, considering that I've just entered those gifts, it's pretty obvious to me. Plus we have the backup for each gift in front of us as we review the letters. After the letters are printed, they get paper clipped with the backup, are reviewed then distributed to signers, returned to us for sending, copying and filing.

As I said, it's fiddly. We're always on the lookout for more efficent solutions, but multiple merges per batch seems more complicated for some reason.