Steve, So you are looking for a way to sum up all payments for last year that are of the type Contributions (but not Event/purchase or Dues)? Are there any other criteria that need to be considered (for example, in the US, I believe portions of contributions that go to "501(c)(4)" activities and/or PACs can't be deducted).
This is possible but would take creating a realtionship filter to key those specific payments to the Names file so you could create a field to display them. How is it you want to use this info? Just in the format of a field to merge into end of year letters? Or do you somehow also need to "report" this data in totals and summaries? Doing this will require using Filemaker and some familiarity with Filemaker relationships and field definitions (as well as layouts if you need to do reporting). Get back with more specifics and I (or someone else) can try and do more to help. Carl Steve Walsh wrote: > > Thanks Carl! > > In our case, dues is not tax deductible as member's receive a benefit. So, > I need a field which shows only the contributions made last year (FIND LAST > YEAR'S CONTRIBUTIONS). > > Steve > > ----- Original Message ----- > From: Carl Paulsen <[EMAIL PROTECTED]> > To: TechRocks Support <[EMAIL PROTECTED]> > Sent: Wednesday, February 06, 2002 11:40 AM > Subject: [support] Re: Calculating Contributions for Last Year > > > Steve, > > > > Tell us what you want. That is, the field FIND LAST MBR AMT gives you > > the total of last year's giving for all contributions (dues, contrib., > > event/purch). In the US, Dues and Contributions are both considered tax > > deductible. Premium gifts for membership are not tax deductible. If > > you want something else, you need to tell us what it is you need. For > > most users, the field above will suffice. If it doesn't, tell us why > > (does it include non-deductible amounts, non-501(c)(3) amounts, etc.?). > > > > Carl > > > > > > Steve Walsh wrote: > > > I am having a hard time calculating an individual's cumulative > contributions for last year in order to produce tax receipts (Canada). > Everything I have tried so far either gives me the sum of last year's > payments, dues and contributions together, or, the sum of an individuals > lifetime contributions. > > > > Suggestions? > > > > Steve > > > > > > -- > > Carl Paulsen > > New Hampshire Rivers Council > > 54 Portsmouth Street > > Concord, NH 03301 > > 603-228-6472 > > 603-228-0423 Fax > > [EMAIL PROTECTED] > > > > ------------------ > > Reminder to each recipient: To change your list account preferences, go to > > http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the > email address you used to subscribe to the ebase support list:: > [EMAIL PROTECTED] > > > > To unsubscribe send a blank email to [EMAIL PROTECTED] > > --------------------------------------------------------------------- > > ebase - Relationship Management for Nonprofits, http://www.ebase.org > > --------------------------------------------------------------------- > > > > > > ------------------ > Reminder to each recipient: To change your list account preferences, go to > http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email >address you used to subscribe to the ebase support list:: [EMAIL PROTECTED] > > To unsubscribe send a blank email to [EMAIL PROTECTED] > --------------------------------------------------------------------- > ebase - Relationship Management for Nonprofits, http://www.ebase.org > --------------------------------------------------------------------- -- Carl Paulsen New Hampshire Rivers Council 54 Portsmouth Street Concord, NH 03301 603-228-6472 603-228-0423 Fax [EMAIL PROTECTED] ------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [email protected] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
