Acknowledging vs. Receipting

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We currently send out our acknowledgment "thank you" letter as our receipt, in which it includes the specific gift amount and other necessary receipt info. But I've heard best practice is to keep the receipt short and specific and soon after send a thoughtful "thank you" letter to help culttivate donors to continue to give.

Any tips on best practices or how your org does things?

Is it wrong to send both together on seperate papers to make the "thank you" and receipt more clear?

We currently include donation reply slips with the receipt to include with thier next gift and seems to have a good monetary return (not sure about actual numbers compared to how many are actually sent our or what would happen if we stopped including it though)- Anyone do something similar or think it is a faux pas?

I'm trying to find ways to receive and acknowledge/thank donors while also keeping costs down from separate mailings? We also recently started it where sustaining donors don't receive a monthly receipt because it's emailed to them, pitched in the form of "help us reduce cost and waste by only receiving one itemized receipt a year." Should I still be mailing them the monthly acknowledgment thank you? Because then doesn't that defeat the point and put us back to square one in terms or cost and waste?

Any advice much appreciated! Thanks!

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  • Kent Gilliam
    Kent Gilliam Blackbaud Employee
    Ancient Membership 2500 Comments 100 Likes Name Dropper

    Tiffany,

    These are great questions and definitely something many orgs scratch their heads and try to figure out. It really depends on your constituents. If they are familiar with receiveing certain responses after each donation then you'll want to address any change should you reduce the amount or type of post-donation response.

    Now when you talk about these "thank you" letters, are you referring to online gifts, offline gifts, or both? In today's time most orgs don't do paper thank you letters for online gifts. The autoresponder and then any post-donation stewardship email usually will suffice. You're communicating with your donor to show your gratitude but the cost is much less. Plus, if your donors are like me, I hate going to the mailbox and would rather get all my stuff via email. Now saying that, those same orgs often have a giving amount that triggers the need for a postal letter. I've seen that amount be $250+ or $500+. Again it depends on your donors and your org. I would say that if you have an older donor base (50+) they may still want postal acknowledgements. But gen X, Y and Z are just as satisfied with an email.

    As for sustaining donors I don't know of any org that sends a postal letter each month. They might send an year-end wrap-up or something but that's about it. Some orgs even simply provide a dynamic page where donors can go and see all of their sustaining gifts. Here is a thread that shows how you can achieve that.

    Best rule is, when in doubt, ask your donors. Ask them if they want monthly postal letters. You can automatically group those who want them and then run a report each month. But it's really about testing and asking.

    I hope this helps!

    Kent

  • Kent Gilliam:

    Tiffany,

    These are great questions and definitely something many orgs scratch their heads and try to figure out. It really depends on your constituents. If they are familiar with receiveing certain responses after each donation then you'll want to address any change should you reduce the amount or type of post-donation response.

    Now when you talk about these "thank you" letters, are you referring to online gifts, offline gifts, or both? In today's time most orgs don't do paper thank you letters for online gifts. The autoresponder and then any post-donation stewardship email usually will suffice. You're communicating with your donor to show your gratitude but the cost is much less. Plus, if your donors are like me, I hate going to the mailbox and would rather get all my stuff via email. Now saying that, those same orgs often have a giving amount that triggers the need for a postal letter. I've seen that amount be $250+ or $500+. Again it depends on your donors and your org. I would say that if you have an older donor base (50+) they may still want postal acknowledgements. But gen X, Y and Z are just as satisfied with an email.

    As for sustaining donors I don't know of any org that sends a postal letter each month. They might send an year-end wrap-up or something but that's about it. Some orgs even simply provide a dynamic page where donors can go and see all of their sustaining gifts. Here is a thread that shows how you can achieve that.

    Best rule is, when in doubt, ask your donors. Ask them if they want monthly postal letters. You can automatically group those who want them and then run a report each month. But it's really about testing and asking.

    I hope this helps!

    Kent

    Kent,



    Thanks for the input. I do think it would benefit us to at least not paper acknowledge the online gifts.



    We currently send an ack/receipt to every donation over $5 that comes through our doors. So my original question covers both offline and online gifts.



    I've been hearing a lot of webinars and discussion that we should always provide a "thank you" and some kind of followup to keep donors engaged. I'm til really interested on possibly getting more feedback from other members of the community who are part of a non-profit org.



    As for our response, we do get a considerate amount of repeat donations through the reply slip with the receipt/ack. But I sometimes wonder if it may put other donors off and we would actually see a great increase of 2nd, 3rd, repeat giving if those passive asks weren't with the "thank you"/receipt? Any thoughts?
  • Kent Gilliam
    Kent Gilliam Blackbaud Employee
    Ancient Membership 2500 Comments 100 Likes Name Dropper
    Tiffany Alioto:
    Kent,



    Thanks for the input. I do think it would benefit us to at least not paper acknowledge the online gifts.



    We currently send an ack/receipt to every donation over $5 that comes through our doors. So my original question covers both offline and online gifts.



    I've been hearing a lot of webinars and discussion that we should always provide a "thank you" and some kind of followup to keep donors engaged. I'm til really interested on possibly getting more feedback from other members of the community who are part of a non-profit org.



    As for our response, we do get a considerate amount of repeat donations through the reply slip with the receipt/ack. But I sometimes wonder if it may put other donors off and we would actually see a great increase of 2nd, 3rd, repeat giving if those passive asks weren't with the "thank you"/receipt? Any thoughts?

    One option I'd recommend is trying to convert your offline donors to become online donors. So maybe instead of inserting an envelope you include a sentence or two about the effeciency of donating online and how it provides for electronic tax receipts. I'd recommend stressing how online giving today can often be more secure than sending a check through the mail AND how it costs you less in staff hours to process an online gift. Converting donors to become dual-channel donors should be every org's goal.

    Kent

  • Kent Gilliam:

    One option I'd recommend is trying to convert your offline donors to become online donors. So maybe instead of inserting an envelope you include a sentence or two about the effeciency of donating online and how it provides for electronic tax receipts. I'd recommend stressing how online giving today can often be more secure than sending a check through the mail AND how it costs you less in staff hours to process an online gift. Converting donors to become dual-channel donors should be every org's goal.

    Kent

    Kent,



    Yes thank you, that is something we have already implemented starting this year. we are highly promoting sustained giving and approaching it as a reduced waste and cost so more of your donation goes to the cause.



    One statistic I've heard which is really interesting in this case:



    -93% of $ is raised through offline donors, HOWEVER

    -donors brought in ONline convert to OFFLine more easily than vice versa

    With the intent to reduce cost through switching donors to more online (and the added "bonus" that most donors are older) HOW DO WE SOLVE THIS?



    This is not a question for you but a general question for the non-profit industry that I've had on my brain-

    I think the point you made about younger denerations responding to online, we simply need to find a way to increase our online capabilities to start attracting more of the "younger" generation that's familiar with online engagement :smileyhappy:
  • Tiffany Alioto:
    Kent,



    Yes thank you, that is something we have already implemented starting this year. we are highly promoting sustained giving and approaching it as a reduced waste and cost so more of your donation goes to the cause.



    One statistic I've heard which is really interesting in this case:



    -93% of $ is raised through offline donors, HOWEVER

    -donors brought in ONline convert to OFFLine more easily than vice versa

    With the intent to reduce cost through switching donors to more online (and the added "bonus" that most donors are older) HOW DO WE SOLVE THIS?



    This is not a question for you but a general question for the non-profit industry that I've had on my brain-

    I think the point you made about younger denerations responding to online, we simply need to find a way to increase our online capabilities to start attracting more of the "younger" generation that's familiar with online engagement :smileyhappy:
    Haha, again, I know Blackbaud has an amazing ability for online/email/social media outreach. For our org, it's simply a matter of staff resources to actively and efficiently be using these features that Blackbaud is already offering us :smileyhappy:
  • Hi - just came across this topic. thank you.....


    I'm wondering about the luminate platform and receiving notifications once someone donates.

    We were using greater giving and they had no issue giving us notifications.


    So basically, we're a project partner of the non profit. The non profit is using the luminate platform in order to handle online donations. The problem is that when someone donates, we do not get an email notification. And i heard this isn't possible through the luminate platform, therefore i'm checking in on this....for this scenario can the non profit get an instant notification once someone donates as well as their project partner? If so, how do we make that happen?


    Thank You

    Tom Murphy

    415.272.2012
  • Erik Leaver
    Erik Leaver Blackbaud Employee
    Ancient Membership 250 Likes 100 Comments Photogenic
    Tom, you can create these types of alerts for donations inside of the donation campaign (you can't do it on an individual donation page). Here's a link to the help file on how to do this:


    https://www.blackbaud.com/files/support/helpfiles/luminate-online/help/luminateonline.html#../Subsystems/donation_management/Content/Concepts/Admin_Online_Giving_Management_DonationCampaigns_Create.html?TocPath=Donation%20Management|Online%20Giving|Online%20Giving%20Campaigns|Create%20a%20Donation%20Campaign|_____0


    And here's the part you want to pay attention to:

    In the Large gift notification list area, enter the email address of each person who should be sent the email when a donor gives a gift over the amount specified. Separate the addresses with commas or press Enter to add each one on its own line.


    If you want to receive a notifcation for any gift, just make the dollar amt $1.

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