Hi bh,

That field coding is taken from the first example under the tutorial's heading 'Using a Dummy Last Record to Generate the Trailing Text Per Group'. As explained there, you need to create a dummy record with just a 0 in the relevant field (in this case, the 'FirstOrganisation' field). You'll see that I did that with the sample workbook attached to my post.

As for the cheque/check #, you can simply add a field coded as:
{IF{MERGEFIELD "check_"}> 0 "(Check #: {MERGEFIELD "check_"})"}
(along with whatever spacing you need) between the fields {MERGEFIELD Date} and {MERGEFIELD "Donation_Amount"}

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]