Donor Advisor Letters Report

Donor Advisor Letters Report

This report generates an addressed letter containing Fund’s Grant history for a selected time period. It is designed to create a calendar year-end letter for Donor advisors.

NOTE: The letter text that you enter when you generate these letters is not stored for repeated use, but you can store the text in a word processing document and copy it into the text editing fields at run time.

NOTE: You can access this report from anywhere in FIMS by selecting Reports > Grants > Donor Advisor Letters.

Running the Donor Advisor Letters Report

1. In the Grantee and Grant Management module, select Reports > Donor Advisor Letters. The Donor Advisor Letters window opens.

Donor Advisor Letters Window

2. In the Filters section, enter ranges in the following fields to limit the letters that are generated:

• Fund Representative Type: The Fund Representative code(s) that you want to include in the report.
• Grant Dates: The date range that you want to use as the basis for the report.
• Grant Batch Value: The Grant batch number(s) that you want to include in the report.
• Project Code: The project code(s) that you want to include in the report.
• FundID: The Fund(s) that you want to include in the report.
• Fund Subtype Code: The subtype code(s) associated with the Funds you want to include in the report.

NOTE: You will not be able to see all of these fields at one time. Use the scroll bar to see everything that is available in this section.

3. In the Letter Information section, enter the information that you want to use for the body of the letter: 

• Date at Top of Letter: This date will appear in the heading section of each letter. 
• Upper Text Block: This is the initial text of the letter. It will be followed by a list of the Grants that have been awarded by the selected Fund. 
• After Grant List: This is the closing text of the letter. It appears below the list of Grants that have been awarded by the selected Fund. 
• Top / Bottom Margin: The size of the top and bottom margins for the letter.

4. If you want to include the check number for paid Grants in the letter, select the Include Check # in Grant Verbiage checkbox.

5. If you have a Donor letter set up for merging, use the Integration with MS-Word section to select the merge document and automatically launch it when you run the report.

6. Click OK.