E-receipting/donation for acknowledgements

Erika Layfield 2

We are in the midst of a review of our receipting process for online donations and I would like to learn a bit more about what other clients that use BBCRM and BBIS donation and event registration forms are doing.

Right now we have different receipting rules for the three different types of BBIS forms we are using to take payments:

- We have a few single donation forms that we use for specific programs that rely on the donation form part. These are great because they leverage the out-of-the-box e-receipting functionality which integrates well with our receipting process in CRM

- For ticketed event registrations, we do not generate a receipt through the CRM receipting process. We are using the form acknowledgement to create a receipt-like message and then creating a notification that sends us a copy of what the registrant receives via email, so that we have it for our records.

- For non-ticketed events where we ask for an additional contributions, those gifts are receipted through our general CRM receipt process.

- For our general donation form we are using the donation form with payment 2.0 part, where eReceipts aren't available unless you are using direct payment and it is not possible to create a notification that would send us a copy of the donor's acknowledgement message. Donations on this form are receipted as a cash gift would be through our CRM receipting process.

I would very much like to standardize the way online payments are receipted, but until eReceipting is available on all types of payment forms, our current plan is to move forward with creating receipt-like acknowledgment messages for all these forms and be at peace with not having a copy of what the donor receives (we can always generate one of our standard receipts if a copy is requested by the donor).

I am assuming that other institutions do this (have the form acknowledgement serve as a receipt), but my question is, how does this integrate with your general CRM receipting process for cash gifts? Do you mark these as "Do not receipt" or do you mark them as Receipted and generate a false receipt number (since no number can be assigned to acknowledgments) for them? Do you have another work around? I would love to learn more about what you are doing.

Thank you!

Michael Felberbaum 2

Hi Erika,   We use smartfields and marketing acknowledgments, and we have a number of different processes.   Be happy to connect you with a member of our team who knows the most about it.  You can email me directly at michael . felberbaum (at) Yale.edu.     Thanks, Michael

Erika Layfield:
We are in the midst of a review of our receipting process for online donations and I would like to learn a bit more about what other clients that use BBCRM and BBIS donation and event registration forms are doing.

Right now we have different receipting rules for the three different types of BBIS forms we are using to take payments:

- We have a few single donation forms that we use for specific programs that rely on the donation form part. These are great because they leverage the out-of-the-box e-receipting functionality which integrates well with our receipting process in CRM

- For ticketed event registrations, we do not generate a receipt through the CRM receipting process. We are using the form acknowledgement to create a receipt-like message and then creating a notification that sends us a copy of what the registrant receives via email, so that we have it for our records.

- For non-ticketed events where we ask for an additional contributions, those gifts are receipted through our general CRM receipt process.

- For our general donation form we are using the donation form with payment 2.0 part, where eReceipts aren't available unless you are using direct payment and it is not possible to create a notification that would send us a copy of the donor's acknowledgement message. Donations on this form are receipted as a cash gift would be through our CRM receipting process.

I would very much like to standardize the way online payments are receipted, but until eReceipting is available on all types of payment forms, our current plan is to move forward with creating receipt-like acknowledgment messages for all these forms and be at peace with not having a copy of what the donor receives (we can always generate one of our standard receipts if a copy is requested by the donor).

I am assuming that other institutions do this (have the form acknowledgement serve as a receipt), but my question is, how does this integrate with your general CRM receipting process for cash gifts? Do you mark these as "Do not receipt" or do you mark them as Receipted and generate a false receipt number (since no number can be assigned to acknowledgments) for them? Do you have another work around? I would love to learn more about what you are doing.

Thank you!