Does anyone have a process they can share for sending electronic tax receipts/acknowledgements?

StephanieCohen

We are considering going to a hybrid approach of tax receipts/acknowledgement letters and was wondering if anyone was willing to share what they currently do within their organization. I guess my main question is how do you know if the donor has an email already set up in the system or now to know they type of template to use?

We are thinking of setting up two different tax receipts - 1 for mailed acknowledgements that will be printed on letterhead and 1 for emailed acknowledgements with template already set up on letterhead. However, when a donation comes in and I find the donor name - how do I quickly check to see if they have an email so I know which template to use? That information doesn't populate when entering the donation.

Any suggestions are much appreciated! Thanks in advance.