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