Donation thank-yous and acknowledgment letters
SI drafts personal thank-you letters and acknowledgment receipts from donation records, using wording your accountant has approved.
Worth knowing: Tax: acknowledgment requirements depend on where you are and the type of gift. Use wording approved by your accountant; SI does not value in-kind gifts or advise donors on deductions.
The problem
Thank-yous go out weeks late or not at all. Acknowledgment letters need specific details, and preparing them one by one is slow.
What SI does
SI reads new donations from your donor system or payment exports, drafts a thank-you that mentions the gift and any designation, and prepares an acknowledgment with the details your approved template requires. It flags gifts that need special handling, such as large gifts, in-kind gifts or gifts in memory of someone, and compiles year-end summaries per donor.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Food pantry
Gifts from a holiday drive get thank-yous within the week, with in-kind food donations listed by description rather than value.
- Animal rescue
Monthly donors get a short note about the animals adopted that month, and year-end summaries are prepared in January.
- Community theater
Sponsors of a show get a thank-you naming the production and their program listing.
What it takes to set up
Donation records and an acknowledgment template approved by your accountant. Setup is often a few days.
What a human still checks
- A person reviews and sends every letter.
- Acknowledgment wording is approved by the organization's accountant.
- Large, in-kind and memorial gifts are handled personally.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
For donations in [export] since [date], draft a thank-you for each that mentions the gift and designation, using this tone [example]. Prepare acknowledgments using this approved template [file]. Flag gifts over [amount], in-kind gifts and memorial gifts. Pause and show me before sending, submitting, posting or changing anything.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.