Saying Thanks with Acknowledgements

The webinar covers the process of sending acknowledgements for donations in the organization's donor management system. It begins by establishing the two main types of donations - online gifts made through the fundraising pages, which automatically generate a tax receipt and thank you, and offline gifts entered manually, which require a more comprehensive acknowledgement. The presenter then demonstrates how to access the acknowledgement functionality, highlighting the ability to create templates for both online and offline donors. Emphasis is placed on leveraging merge fields to personalize the content and the option to attach files like PDFs.

The webinar also covers the process for sending physical acknowledgement letters, including the ability to customize the layout and include mailing labels. The presenter encourages the attendees to establish a consistent rhythm for sending acknowledgements, whether weekly or within 48-72 hours of a gift, and to consider building additional templates for specialized donations like in-kind gifts or tributes. The session concludes with guidance on leveraging the soft credit functionality to recognize individuals who influenced a donation but did not directly make the gift.

Saying Thanks with Acknowledgements Presentation Slides