Gift Receipting

To help donors track their charitable giving, you should provide a receipt for their gifts. You can issue a single receipt per gift or send donors a statement for all the gifts they've donated within a selected date range. From Fundraising, Gift receipting, you can send receipts via email or PDF, set the receipt status of gifts, create email templates, and receipt series. Receipts in Gift receipting include organizational information that is often required or expected on a receipt document. For more information, see Acknowledgments and Receipts.

The following gifts can be receipted in Gift Receipting:

  • Gifts with a Gift type of One-time, Recurring gift payment, Pledge payment, Gift-in-kind, Other, Stock, and Sold stock.

  • Gifts added directly to a record

  • Gifts added through Import, if the gift type can be receipted and the current Gift Receipt Status is Not receipted.

    Note: If the gift is still in a batch, the batch must be approved before it can be receipted. For more information see Gift Batches.

Not receipted includes a list of gifts with the Needs receipt status on their record.

To mark a gift as Do not receipt or Receipted, select the option from its Generate and view a receipt menu.

To email a receipt for one or more gifts at a time, select the constituents and select Email receipts.

Note: $0 gifts and gifts with $0 contribution amount appear for reference but can't be receipted.

Note: You can't send a receipt for a gift if its contribution amount is greater than the gift amount. To receipt these gifts, first update the contribution amount in the database view.

PDFs displays all the PDFs you've generated for gifts. You can download the ZIP file once the PDFs have been generated to print out to send to your constituents for specific gifts. For more information, see Gift Receipting PDFs.

Tip: Send the printed giving statement in a #9 double window envelope to ensure that your organization's name and address appears in the top window and the constituent's name and address appears in the bottom window.

Receipt templates allow you to create customized reusable content for your emailed receipts. Under Email receipt templates, you can create or edit the default template, change the status of a template, or view the date a template was last modified. For more information, see Email receipt templates.

Under Failed gift receipts, you can review any receipt emails that failed to send.

Select the name of the donor, and select an action under Resolve failure:

  • Mark as reviewed to remove the failure from the list.

  • Duplicate receipt to resend the receipt with the same receipt number and date.

  • Replace receipt to resend the receipt with a new receipt number.

Note: It may take up to 30 minutes for new or updated gift information to appear in lists.

From Fundraising, Gift receipting, you can adjust which the gifts display by date and fund using the Filter Filter. For more information, see Gift Receipting Filters.

If you issued a receipt for a gift outside of Raiser's Edge NXT, you can mark the gift as receipted, which will update the gift's status to Receipted without generating or sending a receipt. Under Not receipted, from the gift's Generate/View Receipt menu, select Mark as receipted.

Note: Marking a gift as Receipted doesn't update acknowledgment details. For more information, see Acknowledgements and Receipts.

If a gift does not need a receipt, under Not receipted, select it and then select Mark as "Do not receipt". The gift will be removed from the Not receipted list.

You can email receipts for multiple gifts at once to save time.

  1. In Fundraising, Gift receipting, select gifts that need receipts under Not receipted.

  2. Select Email receipts (#).

  3. Under Receipt template, select an email template that will apply to all the receipts you email out.

    Note: To edit the default receipt template or create new ones, see Email receipt templates.

  4. To automatically update the gifts' status on their records, select Mark as receipted or Mark as acknowledged. The status is updated on the gift record as soon as you select Save.

  5. Select Send.

Tip: Check the status of emails in Status under Email tasks.

  1. Under Constituents, select one or more constituents.

  2. Select Generate PDF receipts (#).

  3. Keep the default PDF task name or enter a different one. The PDF task name displays under the PDFs tab for you to identify and download the PDFs once they've generated. For more information, see Gift Receipting PDFs.

  4. Choose whether to mark the gifts as receipted or acknowledged.

  5. Select Generate (#).

    Note: To download the generated PDFs, select the PDFs tab.

Tip: TheContribution amount field on the receipt is called the Receipt amount on the gift's record.

Note: If you're using optimized donation forms to take test donations, receipts aren't generated for test donations. Don't have optimized donation forms? Expect its wider release in a future update.