A few more questions about the new Canadian Tax Receipt functionality

Hi Meaghan, 

1. We would likely want the option to have a few various letters based on company and fund.  

2. Company - charitable registration, logo. Fund would simply be copy, so referencing that receipts were for a membership donations, a special appeal or sponsorship etc.

3. We do not ask or track preferences at this point.  If they donate online we issue an e-receipt.  If a donor specifically requests an e-receipt we run the receipt save as a pdf and manually send.  

Hope this is helpful. Feel free to reach out if I have not been clear or if you would like more information. 

Ceairy 

Stratford Festival 

Hi Megan here is what I can add to this conversation from our perspective at the Canadian Museum of Nature: 

1. When sending the annual summary tax receipt, how many cover letter/email formats do you use? For example, is there just one generic "thanks for your support this year and your tax receipt is attached" letter, or do you use a variety of different letters? We use different letters. 

2. If there are many letters, then what is the difference between them? For example, do they vary based on campaign, fund, amount, constituent type, etc? They are based on different campaigns and depending on the year there will be at least 4 different letters used.

3. For those constituents who have expressed their preference for only email or only hard copy tax receipts, how are you capturing and storing that information? We are not capturing and storing the information...we are by default sending a tax receipt via email and mention in the letter that if they wish to receive a hardcopy to notify us and we are happy to send it that way. We get very few requests to do this but  having the ability to track this somewhere could indeed be useful. 

Thank you!

Thank you!