Hi all! Me again with a few more questions:
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?
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?
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?
Thanks again for your time, and I look forward to hearing back from you all!
Meaghan
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
Thank you!