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  • 1.  Receipting Monthly Donors

    Posted 8 days ago

    Good morning,

    We're making some updates to our autoresponders for our online donation forms, specifically for recurring gifts. Any thoughts on sending a thank you/receipt after each installment? Currently we have the receipt/thank you function turned off for recurring/monthly gifts since we send a summary at the beginning of each year for their previous year's gift. However, there is no "tax" language in those summaries. 



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    Karry Morton
    Director, Gift Services
    Children's Hospital Colorado Foundation
    kmorton@children's Colorado Foundation
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  • 2.  RE: Receipting Monthly Donors

    Posted 8 days ago
    I would change your end-of-year summary for these gifts ONLY and include that tax language. Make sure when donors sign up, that they are advised that they will only receive an annual receipt for their recurring donations.

    John

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987