Organization Manual Merge Fields for use in GivingData Document Templates

A list of organization merge fields that are not included in the Microsoft Word Add-In. These fields can be added manually to GivingData document templates.

Please note: The { } symbols in the merge field formulas below indicate that there is a unique value that should be inserted based on your instance of GivingData. When inserting a merge field, remember to omit the { } symbols.

To learn how to insert manual merge fields into a GivingData document template, please click here.

Organization Primary Contact

Field name in GivingData	Merge Field
Org Primary Contact - First Name	Organization.Contact_FirstName
Org Primary Contact - Middle Name	Organization.Contact_MiddleName
Org Primary Contact - Last Name	Organization.Contact_LastName
Org Primary Contact - Prefix	Organization.Contact_Prefix
Org Primary Contact - Suffix	Organization.Contact_Suffix
Org Primary Contact - Email	Organization.Contact_Email
Org Primary Contact - Notes	Organization.Contact_Notes

Organization Contact Roles

Merge Field Format	Examples
Organization.Contact_{Role}_{Contact Field}	Organization.Contact_President_FullName Organization.Contact_Trustee_FirstName Organization.Contact_CFO_LastName Organization.Contact_Executive Director_Prefix Organization.Contact_Signatory_Salutation

If the organization has more than one contact in the same organization contact role, the merge field will populate the contact that was most recently added to the role.

Learn more about inserting contact role merge fields.

Organization Alerts

Merge Field Format	Example	What Displays
Organization.Alert_{Alert Type}	Organization.Alert_Conflict of Interest	Alert notes of the alert type specified

If the organization has more than one alert of the same type, the merge field will populate the alert notes from the most recent alert.

If the alert type contains more than one word (such as 'Conflict of Interest'), remember to include the space(s) between words so that the Alert Type name matches what is in GivingData.

Organization Custom Fields

Merge Field Format	Example
Organization.CustomField_{CustomFieldID}	Organization.CustomField_5

Learn more about inserting custom field merge fields.

Organization Coding

Merge Field Format	What Displays
Organization.Coding_{CodeTypeID}	Primary code Full coding path Code short name
Organization.Coding_{CodeTypeID}_Secondary	Secondary code Full coding path Code short name
Organization.Coding_{CodeTypeID}_All	Primary and secondary code selections in a comma separated list Full coding path Code short name
Organization.Coding_{CodeTypeID}_Primary_LowestLevel	Primary code Lowest level of code Code short name
Organization.Coding_{CodeTypeID}_Secondary_LowestLevel	Secondary code(s) in a comma separated list Lowest level of code Code short name

Learn more about inserting coding merge fields.

Other Organization Fields

Field name in GD	Merge Field	What Displays
Organization Address	Organization.AddressWithoutCountry	Full organization address, without the country
Organization Financials > Expenses Total	Organization.Financials_MostRecentYear_ExpensesTotal	Expenses total of the most recent year
Organization Financials > Revenue Total	Organization.Financials_MostRecentYear_RevenueTotal	Revenue total of the most recent year
Organization Financials > Assets	Organization.Financials_MostRecentYear_Assets	Assets of the most recent year
Organization Financials > Liabilities	Organization.Financials_MostRecentYear_Liabilities	Liabilities of the most recent year
Organization financials from previous years can also be mapped in, using the following merge field format:
Organization.Financials_MostRecentYearMinus1_ExpensesTotal		Expenses Total from last year
Organization.Financials_MostRecentYearMinus2_RevenueTotal		Revenue Total from two years ago