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  • 1.  Tax Receipt - Mail or Email

    Posted yesterday

    Here at University of Richmond, our current practice with regard to processing tax receipts is that gifts made on our online giving page receive an automatic receipt via email directly from the platform. For all other gifts - check, stock, etc - our AS staff processes a receipt the day after the gift is recorded and those receipts are mailed via USPS. We have fielded some questions from Development partners as to whether we should move these receipts to email as well (for those donors for whom we have email addresses) and I am wondering if this is standard practice at other places. My (perhaps dated) assumption was that the receipt should mirror the gift - online gifts receipted online via email, offline gifts receipted with paper. But perhaps the timeliness of email is preferable, and this is a shift we should make. Thank you for your responses!



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    Katie Bell
    University of Richmond
    katie.bell@richmond.edu
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  • 2.  RE: Tax Receipt - Mail or Email

    Posted yesterday
    Katie, using email for these is becoming more common due to the lower cost and timeliness. However, for donors who have not made online donations, and have been notified of the email receipt at the time they gave, you will want to give all other donors the opportunity to opt in or out of email receipts.

    Not all donors want "sensitive" information sent electronically, especially when they use a work email. And just because you have an email address doesn't mean it's still valid.

    You can make this easy on yourself by including a brief statement on solicitation pieces that says, "Unless instructed otherwise, tax receipts will be sent to the email address on file," or something similar. And make sure you include a blank for them to provide a preferred email address.

    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






  • 3.  RE: Tax Receipt - Mail or Email

    Posted yesterday

    Thank you, John! Appreciate your helpful reply!



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    Katie Bell
    University of Richmond
    katie.bell@richmond.edu
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