Microsoft Word for Planned Gift Acknowledgements

Before you run planned gift acknowledgements, we recommend you create a planned gift acknowledgement form template in Word. The Word document is the form you merge planned gift acknowledgement data with to create the planned gift acknowledgements you send to constituents. For example, the letter can read “Thank you for your planned gift annuity of [gift amount merge field] to restore the Adamson Science Center.”

When you create the Word form template the first time, generate a header file from the program to use in the form template for merged fields. The header file exports in .csv format. For more information about the fields on this screen, see Generate a Header File and Add a Letter Screen.

After you create the Word form template, you must add a letter to the program. The letter is assigned to the planned gift group to acknowledge. By creating the Word form template and adding letter information first, you can generate merged planned gift acknowledgements easily after you run the planned gift acknowledgement process.

Note: After you merge the planned gift acknowledgement Word form template with planned gift data, you can print the planned gift acknowledgements to mail to constituents. You can send planned gift acknowledgements via email by including the merged file as an attachment to the email.

For assistance with Word merge help, see the Microsoft Word help file. Also, visit www.blackbaud.com for Knowledgebase articles about the merge process with Blackbaud programs.