Preparing for Acknowledgement Letters and Receipts

Various pages in the system affect the setup of acknowledgement letter processing:

• On the Institution Installation 2 page, you select an Event ID to identify your institution's default receipt.

  You also enter numbers to represent the priority the system looks at when identifying which acknowledgment letter to send to a donor. Finally, you select check boxes to indicate whether to acknowledge soft credits, adjusted gifts, and adjusted pledges.

• On the Recognition Types page, the system has included code to ensure that hard credits are always given top priority when determining what to acknowledge.

  If you select the Soft Credits check box on the Institution Installation 2 page to acknowledge soft credit, that soft credit is only acknowledged when no hard credit exists for the donor of the gift.

• On the Designation Funds 2 page, you can select an event ID or a role to associate with a specific designation fund.

  When the acknowledgement process runs, it checks to see if the commitment has been allocated to a designation fund that requires a separate acknowledgement. If so, it creates a communications record for the letter or assigns the acknowledgement to the ID of the person with the role.

• On the Acknowledgement Setup pages, you define the rules that determine what acknowledgement letter is sent to a donor in a particular situation.

  The five items you prioritized on the Institution Installation 2 page are now assigned event IDs or roles.