Gift Reports, Purchase and Letters
 

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Gift Reports (in the yellow box on the Form Sponsors tab)

Choose the gift packet from the drop-down box.  Print the following reports based upon that packet code:

Monthly Gift List--Provides a list of class 43 (birthday), 44 (Christmas) and 72 (special) donations made by sponsors.  Contact your rep if there are gifts indicated without student number.  CommentsToField provide instructions provided by the sponsor.  The currency symbol is a user-definable value (go to Setup form, Country tab, "Gift and Currency Preferences" box).

Gifts to Purchase List

  • Provides a list of the same students from the gift list, according to the packet code entered in the previous step.  Additional name, birth date, sex, grade, and previous gift money (and gifts purchased for the student) are included to assist with the purchase of gifts.

  • The amount on the "Gifts to Purchase List" report are net funds.  The calculation is:

    • AMOUNT RECEIVED  X  NET AVAILABLE (0.90)  X  CURRENCY CONVERSION

  • The "Net Available" and "Currency Conversion" are user-definable values (go to Setup form, Country tab, "Gift and Currency Preferences" box).

Labels for Gifts report—Provides a sheet of labels of students who print on the list above.  The labels are designed to place on the gift.  Note: This report may be printed on plain paper and the individual “labels” can be pasted on to the gift.

Gift List to Schools—Provides a summary report by school of all letterhead sheets sent to a school.  The school can use the report as a checklist.

Gift Control to Schools—Provides a summary report by school of all letterhead sheets sent to a school that provides a place for the student to sign that he received his or her gift.

Letterhead for Students—Provides a one page per student report formatted to use student letterhead.  The Publisher file with letterhead ideas can be download from the SMP website (http://lacc-smp/files/LetterheadIdeas.zip).  Insert the appropriate student response letterhead into the printer and print the report.  Each country can develop this letterhead to taste.  Larger programs may want to have various pieces of letterhead with different graphics.  It is important that the area where the information prints be left blank.  These letters are then distributed to the schools with the list as a cover and distributed to students to write a letter to their sponsor and return the letter to the country sponsorship office.

Photo Letterhead for Students--The same letterhead above is available with both the student data and a photo of the student.

Note: the following report is also available:

Print Overdue Gift List— Enter beginning and ending packet code (or leave blank to return all codes).  Provides a list of students who received a gift from their sponsor but who have not written a letter of response to their sponsor.

Go to the next step:  Purchase/ Record Gifts, Send Gifts/ Letterhead

Preview of remaining steps:

  1. Purchase gifts.  Record gifts purchased on Student Letters tab.

  2. Send gifts, lists and student letterhead to schools.

  3. Receive and record receipt of student letters in Student Letters tab.

  4. Prepare student letter packet to send to the SCO.

  5. Upload student letter data file and send email advisory and report.