Support for BatchCalcs

Back for your annual – or semiannual, or monthly – BatchCalcs job? You’ll find what you need to get started here.

What You Provide:  

• A data file with birthdates or ages and names (or unique IDs). You can also provide addresses and salutations if we will be handling the mail merge of your deliverables. You can use the same target gift amount for all records, or custom gift amounts for different records.

• We add calculated values of your choosing to your date file, including charitable deduction, payment rate, tax-free portion of payments, and more.
• We can provide printer-ready Summary of Benefits charts for each record.
• We can merge the calculated values into your letter template and provide printer-ready letters for each record.

• Complete the BatchCalcs Client Data Form (available below) with the details for your job.
• We can send you an encrypted email to ensure a secure transfer of your data file. 
• Our standard turnaround time is 5 business days. 
• See below for pricing.

Pricing for BatchCalcs is based on the number of client records processed and whether those values are merged into emails and/or letters. Contact us, and we can provide you with a custom quote. 

• $750 for up to 500 records 
• Each record from 501 - 5,000 is $0.40/record
• Each record from 5,001 - 10,000 is $0.30/record
• Each record from 10,001 - 15,000 is $0.20/record
• Each record from 15,001 and up is $0.10/record
• Merged Summary of Benefits charts: available for no additional charge
• Merged letters: $225/hour (typically takes 1-2 hours)