PSA - folding Donor Statements of Contributions

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
aclawson
Senior Member
Posts: 712
Joined: Fri Jan 19, 2007 6:28 pm
Location: Commerce Twp, MI

PSA - folding Donor Statements of Contributions

Postby aclawson » Sun Nov 10, 2013 12:23 pm

Several "Donor Statement of Contributions" were just sent to our ward. These reports summarize the donations made by that member in wards previously attended this year and contain the mamber's MRN, current address, and a list of units that received donations prior to having their records moved to our unit.

For ease of preparing for distribution while maintaining confidentiality (especially if you have lots of them) it helps to be able to fold the letters so that the member's name shows up through one of the envelope windows in the stock that comes from church distribution.

There is a solid grey spacer bar just above the first ward that shows up on the list. Fold the bottom edge of the letter up so it is flush with the top of the grey spacer bar.

Flip the paper over and fold the top of the sheet backwards until it meets the fold made in step one.

The member's name and address will now perfectly display through a window.

Note that if you intend to actually mail this statement for some reason you will probably need to manually address a non-windowed envelope. It would be better if the letter was re-formatted so the MRN did not appear appended to the member's name, but perhaps that will be corrected in a future release.

elbarto00
New Member
Posts: 4
Joined: Tue Dec 21, 2010 6:46 pm
Location: Glendale, AZ

Re: PSA - folding Donor Statements of Contributions

Postby elbarto00 » Wed Dec 04, 2013 8:38 pm

We are a brand new ward and we received 160 entries in our Donor Statements of Contribution report. Is there a way to sort these? There doesn't seem to be any rhyme or reason to the order of these statements.

aclawson
Senior Member
Posts: 712
Joined: Fri Jan 19, 2007 6:28 pm
Location: Commerce Twp, MI

Re: PSA - folding Donor Statements of Contributions

Postby aclawson » Thu Dec 05, 2013 5:24 am

Nothing that is practical for a one-time task such as this.

Gary_Miller
Senior Member
Posts: 1218
Joined: Thu Dec 08, 2011 10:42 am
Location: Emmett, Idaho

Re: PSA - folding Donor Statements of Contributions

Postby Gary_Miller » Thu Dec 05, 2013 9:09 am

Print them out and sort them alphabetically using a hand sorting machine.:)

lajackson
Community Moderators
Posts: 6142
Joined: Mon Mar 17, 2008 9:27 pm
Location: US

Re: PSA - folding Donor Statements of Contributions

Postby lajackson » Fri Dec 06, 2013 1:52 pm

We use the clerk/assistant clerk method of manual manipulation.

russellhltn
Community Administrator
Posts: 20762
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: PSA - folding Donor Statements of Contributions

Postby russellhltn » Fri Dec 06, 2013 2:13 pm

We sometimes refer to those kinds of things as the "Armstrong" method.
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.


Return to “Local Unit Finance”

Who is online

Users browsing this forum: No registered users and 1 guest