Including Original Donor Information in Export Templates
In this weekend’s release, we’ll be adding a new function to Export Templates Formulas that will make it easier to include the original donor information for soft credits, matching gifts or notifications in your receipts and thank you letters. Here’s how it works:
Using Original Donor Information in Receipts and Letters
Now that you’ve included the original donor information from a soft credit, matching gift or notification in your export, how can you include it in your receipts and thank you letters? For starters, you’ll need to add this new field to your existing letter templates or create a new template.
Here’s an example of a Soft Credit Letter where the original gift information includes the original donor’s first and last name (e.g. Vanguard). In this example, we included the actual merge fields we used and then how they would appear after a merge was done.
Example Soft Credit with Merge Fields
Thank you for giving a gift in the amount of $<<AMOUNT>> on <<GIFT_DATE>> through your Donor Advised Fund of <<OriginalGift>>.
Example Soft Credit After the Merge
Thank you for giving a gift in the amount of $10,000 on 3/15/2017 through your Donor Advised Fund of Vanguard.
Making DonorPerfect Easier to Use One Screen at a Time
This release also includes changes to the Pledge and Import screens, as well as to the report formats for Easy Reports. While we haven’t changed the functionality of these features, we’ve worked hard to provide you with a streamlined design or additional resources or prompts that make using them even easier. For example, the Import screen now includes a link to download one of our many Import Templates. This helps you create a better import file and ultimately improves the results you’ll get when importing in data.
Changes to Export Template Formulas, and the Pledge, Import and Easy Report features aren’t the only changes in this release! Read about the enhancements and fixes in the DonorPerfect 2017 Release Notes in the Knowledgebase.