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Automatic donation acknowledgements inform your donors and staff that a donation was received.
To set up an automatic donation acknowledgement, an email template must be created. In addition, the IRS requires certain information to be included in written donation receipts. Create and Edit an Email Template provides guidance.
Set Up Automatic Donation Acknowledgements for Donors
Automatic donation acknowledgements offer a quick and effective way to immediately thank donors after they donate through the donation hub or an embedded single opportunity form.
- Navigate to Profiles and click Configurations on the navigation bar.
- Click Edit.
- Select the Default Donation Acknowledgement template from the drop-down menu, and then click Save.
- Only email templates with a template type of Fundraising can be used as a donation template.
- The automatic donation acknowledgement will be sent to any donor that gives a donation through the donation hub, no matter the opportunity.
- It is recommended that this donation acknowledgement is a general appreciation and does not include details about a specific opportunity.
Set Up Automatic Donation Acknowledgements for Staff
Automatic donation received acknowledgements inform your nonprofit staff immediately once a donation has been received.
- Navigate to Profiles and click Configurations on the navigation bar.
- Click Edit.
- Select the Default Donation Received template from the drop-down menu.
- Only email templates with a template type of Fundraising can be used as a donation received template.
- Only email templates with a template type of Fundraising can be used as a donation received template.
- Select the Donation Received Assignee user from the drop-down menu, and then click Save.