CiviCRM Community Forums (archive)

Hi all,

We received a donation from someone "on behalf of" someone else.  We're not sure how to record this in the database in such a way that we can do both of the following:

(1) Email the "gifter" his tax receipt for his contribution to our organization

(2) Remember to send a renewal letter to the "receipient" next year

If we store the donation with the gifter, we remember to do #1 but forget #2.  If we store the donation with the recipient, we remember #2, but forget #1.

Any ideas on how to handle this?  We are currently running CiviCRM 1.5.7252 with Drupal.

Thanks!

Thanks for the suggestion.  This is a possibility, but it would be extremely difficult, I think, to capture in an automated process.  We tend to do our tax receipts as a batch process at the beginning of the calendar year.  We also tend to do our renewal mailings in batches two to three times a year.  In both cases, it's helpful to include the dollar amount in the receipt/mailing.  If the dollar amount (let's say, $50) is stored in one person's record (either the gifter or recipient), then we're going to need to manually figure out how to get the $50 amount in the other person's tax receipt/renewal letter.

Also, the relationship feature seems better suited, in my mind, to relationships strictly between contacts, rather than relationships involving contributions (since those are all stored in a related table).  And in this case, the gifter might make several contributions to our organization, and only one of those is made on behalf of the recipient.  Or vice versa, the recipient might make several subsequent donations on his own, and only one of those was given by a different gifter.

What would you think about this: creating a new contribution type, called "tax receipt only" and use that to track the gifter's $50 contribution.  When we do any financial reports, we would exclude all "tax receipt only" entries so as to avoid double-counting the $50.

Thanks,