E-Receipt Process

Jessica Fennessey · December 2021

Hi all, I am sure many of you heard that we won't be able to send e-receipts through Raiser's Edge as of February 2022. I am wondering if any of you have been able to come up with another successful process (that is CRA compliant) and can share what program you are using to send e-receipts? We are a medium-sized organization, so when we are busy there are often a few hundred to send each week. All suggestions are welcome! Thanks all and Happy New Year!

Austen Brown · December 2021

Hi @Jessica Fennessey - There is recent post that may be of interest to you: CRA Compliant Tax Receipts (Canada Only).

Caitlin Oxley · January 2022

I saw Austen's response, but is there an option for US non-profits? Ours don't need to be password protected but it is important that we continue to send e-receipts and I can't send them one by one to all of our donors.

Austen Brown · January 2022

Hi @Caitlin Oxley - You can use a mail merge through a desktop Word application to send bulk email messages through Outlook. See this link for more information on how to do this: https://support.microsoft.com/en-us/office/use-mail-merge-to-send-bulk-email-messages-0f123521-20ce-4aa8-8b62-ac211dedefa4

Additionally, Power Automate may also be another solution that can help with your receipting needs. I have included links to the site Blackbaud has put together to assist customers with learning more about Power Automate, which provides an on-demand Accelerator Course as well as the opportunity to join Office Hours to receive additional assistance.

Accelerator On-Demand Course: https://docs.blackbaud.com/microsoft-connectors-docs/microsoft-power-platform/getting-started/training
Acknowledgement Solutions + Office Hours: https://docs.blackbaud.com/microsoft-connectors-docs/microsoft-power-platform/power-automate/acknowledgement-tutorial

Lucy Ruiz 3 · February 2022

Hi Caitlin – catching up on some threads. You may have already seen some webinar's addressing your question…just in case…

If you have a purchase full adobe license (approx $20/month) you get the Word plug in. This will allow your organization to use Word to merge (as your normally would) except rather than merging to mail the document; you merge clicking on the Adobe Plugin in, this allow you to send a PDF tax receipt to your donors via email. Let me know if you have any further questions.

Elaine Tucker · February 2022

@Lucy Ruiz do you have a link to “training” or a “how to" on how to do use the Adobe Plug in?

E-Receipt Process

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