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Ellucian Colleague users...

  • 1.  Ellucian Colleague users...

    Posted 27 days ago
    If you are an Ellucian Colleague user with experience creating gift letters/acknowledgements via Colleague:

    We are trying to create an IRA acknowledgement letter sent to, essentially, the soft credit letting them know we received the monies from their IRA provider (we are currently doing them ad hoc).  For couples, we are getting two letters (one for each spouse) rather than one joint letter. Best we can tell, the document is set up exactly like our other receipts/acknowledgements, so we haven't been able to determine why this is happening. Might anyone out there with experience in doing this have any hints or suggestions? Some setting on a particular screen I should check?

    I have no documentation or instructions and have not been able to find any.

    Thanks.

    Julie

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    Julie Domel
    Assistant Director of Advancement Services
    Trinity University
    jdomel@trinity.edu
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