Review Planned Gift Acknowledgements

From the Review Acknowledgements tab, view details for each run of your planned gift acknowledgement processes. For example, you can view output information for the Annuity Thank You, Planned Gift Thank You, and Bequest Thank You at the same time in the Acknowledgement processes grid.

The Acknowledgement processes grid lists information such as the Status of the process, when it was Started, and the Number of records processed. Depending on your security rights and system role, you perform functions to manage acknowledgement processes in the database.

  • Download output file: To save a copy of the output file to your hard drive or network, select Download output file. A Save as screen appears for you to name your file and browse to a location on your hard drive or network to save the output file.

  • Merge: To merge the letters for your planned gift acknowledgements, select Merge, letter. The planned gift acknowledgements merge automatically in Word. Save the merged planned gift acknowledgement document on your hard drive or network. To merge the data for your labels, select Merge, label. The labels merge automatically in Word. Save the merged label document on your hard drive or network.

  • Mark acknowledged: If you do not select Mark letters ‘Acknowledged’ when process completes when you add or edit the process, this button is enabled. To mark assigned letters for planned gifts acknowledged, select Mark acknowledged. A confirmation message appears. Select Yes.

  • Clear results: To run a planned gift acknowledgment process again, use Clear results to reverse the process. For example, you process planned gift acknowledgements with the wrong planned gift acknowledgement date. To undo the process, select Clear results. Then, run the process again with the correct planned gift acknowledgement date. When you clear results, the output and merged documents are deleted, the planned gift acknowledgement date is deleted on the planned gift, and the planned gift acknowledgement status becomes Not acknowledged on the planned gift.

  • Refresh List: To make sure you have the latest process information, select Refresh List.

  • Date range: You can also search for a process by date range. In the Date range field, select Last 7 days, Last 30 days, or All. Select Apply. To remove the date range filter, select Reset.