Add Acknowledgement Process

You establish a process to generate acknowledgements. For example, you can create monthly acknowledgements for major gifts and save the settings you select as an acknowledgement process. Each month, you can call up the process to generate major donor acknowledgements again.

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 section of the help file.

Two types of acknowledgements exist: revenue and tribute. When a constituent makes a payment, you send a revenue acknowledgement to thank the constituent for the revenue. You send a tribute acknowledgement to acknowledgees to notify that a donation has been made for a tribute.