Gift Letter Setup

This screen allows you to select the standard letter that will be sent to the primary contact for donations.

As part of the functionality implemented to support donations on the web, donors making tribute donations can identify a person that they would like to be informed of their donation using the online donation wizard control. The letter to be sent to the contact person identified by the donor to be notified of their donation is defined on this screen. The acknowledgement letter is not restricted to just tribute donations, so you can set up acknowledgement letters for any fundraising gift.

To define gift letter setup:

1. From the Gift Info tab on the Gift Summary, select Letter Setup.
   The Letter Setup page displays, as shown below.
   
2. Select the Edit pencil to open the fields for edit.
3. Select the Hard Credit Letter Template from the drop-down.
   This is the letter code for all hard credit acknowledgement merge letters for the donation.
4. Select the Soft Credit Letter Template from the drop-down.
   This is the letter code for all soft credit acknowledgement merge letters for the donation.
5. Select the Salutation from the drop-down for the selected Letter Template.
6. Select the Signor from the drop-down for the selected Letter Template.
7. Select the Letter for Tribute Donation from the drop-down for the selected Letter Template.

Screen Element	Description
Hard Credit Letter Template	Drop-down. The letter codes that are available for hard credits. This is the letter code for all hard credit acknowledgement merge letters for the donation. The options in the drop-down are populated based on the standard letters defined with a LETTER_TYPE of "FND_HARD_CREDIT".
Soft Credit Letter Template	Drop-down. The letter codes that are available for soft credits. This is the letter code for all soft credit acknowledgement merge letters for the donation. The options in the drop-down are populated based on the standard letters defined with a LETTER_TYPE of "FND_SOFT_CREDIT".
Salutation	Drop-down. The default salutation code for the selected Letter Code. Values are populated based on the non-fixed CUS "CUS_SALUTATION" system type.
Signor	Drop-down. The default signor code for the selected Letter Code. Values are populated based on the non-fixed FND "ACK_LETTER_SIGNOR" system type.
Letter for Tribute Donation	Drop-down. Identifies the standard letter that will be used by FND630 to generate a letter to the contact person identified by the donor to be notified of his/her donation. Values in this drop-down are populated based on the standard letters you create on the Standard Letter Maintenance screen. Fundraising letters will be selected and generated on the donation screens and in the Pledge Acknowledgement Letters batch process (FND630).  In regards to acknowledgement letter hierarchy, if a default letter is linked to a fund, campaign, appeal, and product, the system will check for and print the letter in the following order: product, appeal, campaign, and then fund.  As a best practice, if the donor indicated that his/her gift was made anonymously, staff users need to needs to respect that request when sending donation information.