FundSvcs Community

I have a staff of gift processors who have widely varying degrees of training. They have been technically trained to do their job, but lack an understanding of the nuances of acknowledgements. Things such as you don't include a value when acknowledging an in kind gift, or Benevity is like a DAF in that you want to thank the donor but not provide tax receipt language. Has anyone created a guide or handbook that lists all these scenarios and the appropriate way to acknowledge? If so, would you be willing to share? I am so grateful to the combined knowledge and generosity of this group. Thank you to all. Dale Hailey Manager of Gift Services Sutter Health Philanthropy haileyds@sutterhealth.org

Hi Dale, I wanted to let you know that I created the ReceipterPro software specifically for this type of situation! It uses user-defined business rules to ensure that no matter who is generating receipts, all receipts look great and are correct BEFORE they go out. In reference to gift-in-kind, ReceipterPro automatically detects these gifts during receipting. It hides the gift amount automatically and applies an "Acknowledgement Only" stamp to the receipt as well. It also handles benefits and QPQ quite nicely as well. Way to many features to list here but you can learn more and schedule a demo at www.receipterpro.com Thanks, Shawn Shawn Steele 828-581-0225 shawn@donortek.com

Hi Shawn, The link below isn't working. Thanks, Tammy Tsakalios Gift Processing Coordinator | Loyola Academy 1100 Laramie Avenue | Wilmette, IL | 60091-1089 P: 847.920.2435 | ttsakalios@loy.org| www.goramblers.org -----Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Shawn Steele Sent: Monday, February 18, 2019 12:15 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Gift Processor Guides Hi Dale, I wanted to let you know that I created the ReceipterPro software specifically for this type of situation! It uses user-defined business rules to ensure that no matter who is generating receipts, all receipts look great and are correct BEFORE they go out. In reference to gift-in-kind, ReceipterPro automatically detects these gifts during receipting. It hides the gift amount automatically and applies an "Acknowledgement Only" stamp to the receipt as well. It also handles benefits and QPQ quite nicely as well. Way to many features to list here but you can learn more and schedule a demo at www.receipterpro.com Thanks, Shawn Shawn Steele 828-581-0225 shawn@donortek.com