Acknowledgements
To thank donors for gifts donated to your organization, use Acknowledgements. Using Acknowledgements, you can also send a tribute letter to acknowledgees to notify that a donation has been made for a tribute.
To thank donors for gifts donated to your organization, use Acknowledgements. Using Acknowledgements, you can also send a tribute letter to acknowledgees to notify that a donation has been made for a tribute. You can also send an advance notice letter to inform constituents that a payment will be debited from their bank account.
Note: Advance notice letters are sent only if your organization uses paperless mandates for direct debits. For more information about paperless mandates, see the Revenue Guide.
Generating acknowledgements consists of several main steps. First, we recommend you create an acknowledgement form template in Microsoft Word. The form template contains the text to repeat in each acknowledgement. You merge the template with acknowledgement data to create a personalized letter to send to donors. For example, the letter can read “Thank you for your gift of [gift amount merge field] to restore the Adamson Science Center.” Next, you upload the form template to your acknowledgement process. If you are generating revenue letters, the letter is assigned to the revenue group to acknowledge. For example, the Pledge Thank You letter goes to donors who have recently made a pledge. That revenue letter is assigned to the revenue gift type of Pledge. Lastly, you export the fields to merge with the acknowledgement letter by running the acknowledgement process. This creates the final acknowledgement letter in Word that is sent to constituents.
To begin learning how to use Acknowledgements, see Microsoft Word for Acknowledgements and Acknowledgement Tasks.