Acknowledgment question

Lisa,

Our new President/CEO also likes to send personal notes for our major donors.  However, we’ve started a process where the devo staff lets him know when a major gift has come in and he sends his own semi-canned TY note and we send our usual donor receipt with the IRS info.  Kills a few more trees, but we feel the additional touches are worth it.

If you’d like the language he’s using, I’ll be happy to ask if he’s willing to share.

Julie

Julie Olsen

Annual Giving and Engagement Officer

Walton Arts Center

P.O. Box 3547

Fayetteville, AR  72702

jolsen@waltonartscenter.org

ph.  479.571.2759

fax  479.443.6461

Visit www.waltonartscenter.org - choose your own seats online!

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Hi all -

We are in the process of reviewing and/or overhauling our acknowledgment process.  I am looking for some feedback.

Our managing director wants to play a bigger role in acknowledging our donors, which is great.  However, he is pretty dead-set against including the standard IRS "language" at the bottom of the letter (which is what we've always done).  He wants the letter to be more personal, and feels that the tax language destroys this somehow.

After some discussion, we think we may have arrived at a solution of sorts, which is to run the letter sans the IRS language, and include some kind of a "buck slip" which would detail the gift specifics (amount, date received) plus the language.

I am wondering what other organizations are currently doing, and/or if anyone would be willing to share samples of their acknowledgment letters and/or receipts.

Thanks much!

-Lisa McColgan

Annual Fund Coordinator, Huntington Theatre Company

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