Hello,
I'm curious if anyone out there does e-mailed tax acknowledgements for donations. Our typical practice has been mailing out acknowledgments, but I don't want to see our acknowledgements back up too much while we are working remotely.
I know that Tessitura has e-mailed confirmations out of Ticket Orders, but is that a function that can be set up for Contributions?
What other techniques do people use to stream line this?
Any advice would be helpful,
Corri
Hi Corri,
Mailing acknowledgements has been our typical process as well. Since transitioning to a remote-work format, we have been taking a two-pronged approach for emailing tax acknowledgments. Firstly, we created Wordfly templates for a few of our common acknowledgement types that only require data fields for email address, donation amount, and donation date, which we import using a CSV built from our typical output set.
Secondly, we have started generating PDF acknowledgements and emailing to donors individually for receipts that require customized and/or more detailed information. Like Michael Joyal mentioned, you can use the paid version of Acrobat to easily split a PDF containing multiple tax receipts. If you don't have the paid version of Acrobat but have access to a MacOS computing environment, you can use the Preview app to accomplish the same task; simply click-and-drag individual pages into their own PDF files or use an Automator macro that does the task automatically. Neither is the most elegant solution, but it has been reliable for us so far.
I'm looking forward to the comping service pack--hoping that will help us streamline our process further. In the meantime, I hope this helps!
All the best,
Sean