Planned Gift Acknowledgements

To thank donors for planned gifts donated to your organization, use Planned Gift Acknowledgements. Generating planned gift acknowledgements consists of four main steps. First, we recommend you create an planned gift acknowledgement form template in Microsoft Word. The form template contains the text to repeat in each planned gift acknowledgement. You merge the template with planned gift acknowledgement data to create a personalized letter to send to donors. For example, the letter can read “Thank you for your planned gift annuity of [gift amount merge field] to restore the Adamson Science Center.” Next, you upload the form template to your planned gift acknowledgement process. The letter is assigned to the revenue group to acknowledge. For example, the Planned Gift Thank You letter goes to donors who have recently made a planned gift. That letter is assigned to the revenue gift type of Planned Gift. Lastly, you export the fields to merge with the planned gift acknowledgement letter by running the planned gift acknowledgement process. This creates the final planned gift acknowledgement letter in Word that is sent to donors.

To begin learning how to use Receipts, see Microsoft Word for Planned Gift Acknowledgements and Planned Gift Acknowledgement Tasks.