Automated donation receipts and tax acknowledgment letters

Purpose

1.1. Enables automated creation and delivery of donation receipts and tax acknowledgment letters to donors, ensuring compliance and timely communication.
1.2. Automates the process for legal and financial record-keeping, alleviating manual work and reducing errors.
1.3. Supports notifying donors instantly after successful payment processing, automating donor engagement workflows.
1.4. Tracks and logs receipts for auditing, reporting, and fulfilling grant compliance needs.

Trigger Conditions

2.1. New donation transaction in payment gateway or CRM.
2.2. Manual or automated batch import of donation data.
2.3. Scheduled periodic (e.g., monthly, annual) tax statement runs.
2.4. API call from fundraising platform signifying donation.
2.5. Webform or event registration submission tied to donation.

Platform Variants

3.1. Salesforce Nonprofit Success Pack
• Feature/Setting: Process Builder/Flow automates donor record updates and triggers receipt email template.
3.2. Blackbaud Raiser's Edge NXT
• Feature/Setting: Workflow automation triggers on new gift, configures acknowledgment templates for auto-delivery.
3.3. Bloomerang
• Feature/Setting: Automated email acknowledgment workflow setup in Email Designer.
3.4. Donorbox
• Feature/Setting: Webhook automates receipts on new donation, connects to email dispatch.
3.5. Classy
• Feature/Setting: Automated Email Receipts, toggle on in campaign automation settings; configure templates.
3.6. NeonCRM
• Feature/Setting: Scheduled Workflow triggers per donation entry, sends customized receipt via Email or DocGen.
3.7. Network for Good
• Feature/Setting: Automated Thank You email, set up in Fundraising Automation panel.
3.8. GiveWP
• Feature/Setting: Email Notifications module, "Donation Receipt" enabled per donation trigger.
3.9. Stripe
• API: `payment_intent.succeeded` webhook, triggers automated receipt generation and email notification.
3.10. PayPal
• API: IPN/Webhooks, automates acknowledgment email using transaction data.
3.11. QuickBooks
• API: `CreateSalesReceipt`, automates record and PDF generation for tax letters.
3.12. Google Workspace
• Setting: Google Apps Script, automates sending receipt templates via Gmail on new Form Submission.
3.13. Zapier
• Feature: Multi-step zap automates pulling donation from CRM and sending via Gmail or Outlook.
3.14. HubSpot
• Workflow: Donation field update triggers automated sequence, sending tax compliant receipt.
3.15. Mailchimp
• API/Automations: "Subscriber joins list" triggers email automation of donor receipt.
3.16. Microsoft Power Automate
• Flow: Schedule or data-detected trigger automates Office 365 email with attached receipt.
3.17. DocuSign
• API: Envelope creation automates acknowledgment letter, digitizes signature and delivery.
3.18. PandaDoc
• API: Automated document generation workflow for receipts, uses donor data merge.
3.19. SendGrid
• Feature: Transactional Templates API, configures dynamic data merge for tax letters.
3.20. ActiveCampaign
• Automation: Tag-based workflow emails receipt with merge fields on donation tag applied.
3.21. Freshdesk
• Workflow Automation: Ticket creation from donation triggers automated acknowledgment response email.

Benefits

4.1. Saves time by automating manual recognition, increasing overall automation in donor management.
4.2. Automates compliance with IRS and funding rules, minimizing risk for arts organizations.
4.3. Ensures donors receive timely, automated receipts, building trust and repeat engagement.
4.4. Reduces manual intervention, leveraging automation and allowing staff to focus on higher-value tasks.
4.5. Automates archive and audit trails, simplifying end-of-year reporting and reducing administrative burden.