I would like to have an MS-Access 2007 or 2010 Database created, using an MS-Excel spreadsheet (attached) as the database field/record template. The spreadsheet is organized with each row representing a record of an individual contributor / donor to a non-profit funded foundation. Each record needs to have the associative ability to have a "macthing" corporate donor amount attached to it as is shown in the spreadsheet currently also. The primary purpose of this spreadsheet it to facilitate the following three items:
a. summation of donations by month for all donors in total
b. summation breakout in a above of matching donations
c. cumulative donations for any reportable period, periods being selectable from a date box from / to, for any single donor
d. ability to produce thank-you form letters witht the cumulative donation for the period preset in the letter for donor tax filing purposes.
The attached files contain the MS-Excel database and a sample of the thank-you letter that the database would be expected to produce. This should suffice to create a first draft of the database. The expected deliverable is a completed, fully functional MS-Access database free of passwords or other restrictions delivered via e-mail. Follow-on expansion work may be available depending on the needs of our foundation.