Receipts and Acknowledgements slides.pdf

0228 Kindful Academy slides

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We will share the slides and recording of this session with you via email later
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5. Israel Beachy
Israel Beachy is a Kindful database coach. He
was most recently the senior Implementation
Specialist and has personally onboarded over
200 customers. He is part of Bloomerang’s
mentor committee and lives in Nashville, TN.
Kindful Database Coach

6. Kindful Receipts and
Acknowledgements

7. Agenda
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2
3
4
Thanking your Donors
Templates & Tags
Receipts
Acknowledgments
5Q/A

8. Thanking your Donors
Thanking your donors inspires ongoing engagement
●Why - Thanking and acknowledging your donors is critical
to your organization's health and reflects well
●When - The sooner the better:
“First-time donors who get a personal thank you within 48 hours are 4x
more likely to give a second gift”. (McConkey, Johnston International UK)
●How - setting up your templates for automation and
efficiency

9. Templates and Tags
Templates: a sample document that has already customized details in place
●Types of Templates; Receipts, Acknowledgements,
Recurring gifts, Birthday emails, Letters, Tax Summary
●What’s the difference between Receipts and
Acknowledgements?
●Tag definition - Tags insert contact and transaction
information to customize your correspondence
○Tags insert up to date contact data
○Tags will be specific to the template types

10. Working with Templates
Template Demonstration
●Creating a new template
○Name template and Create a Subject
○Choose your template type
○Common tags: First/Formal/Informal Name, Signature, YTD Total. Note
that Formal or Informal name will default to First Name if blank.
○PROTIP - When copying/pasting data, utilize a text editor - text edit,
notepad, etc
○Template Tags Glossary will be linked in resources page.
●Template demonstration
●Q/A time

11. Working with Receipts
Initial response to a donation; confirmation that gift was processed
●All receipting demonstrated is for non-Canadian customers.
Canadian customers are required to enable CRA mode
●Utilizes ‘Transaction and Non-Cash Gift Receipt’ templates
○Uses transaction amount & date tags
●Automated for online gifts
●Manual for offline gifts - including external sources
●Types of receipt templates:
○One-time gifts
○Recurring
○Subsequent recurring gifts
○Specific campaigns
●Custom templates allow you to convey your cultural language

12. Default Receipt settings
Using multiple templates for different types of receipts
●Configure global receipts under ‘Transaction Settings’
●(PROTIP: type transaction Settings into Search By Name field)
●If you don’t have a receipt template, Kindful defaults the
‘Transaction Info for Receipt’ tag




●Campaign Receipts will override the account receipts
○Configure under Campaign settings
●Receipt demonstration & Q/A time

13. Acknowledgements
Responding to donors for specific gifts
●Acknowledgements allow you to apply pre-made templates to
thank donors. This is in addition to the receipt.
●Acknowledgment types: Call, Email, Snailer, Visit
●New donations are automatically sorted into a list to be thanked
●Note that a single activity can only exist in one list at a time
●Acknowledgements create a consistent workflow:
a.Creates the acknowledgement
i.Email - sends in template in bulk
ii.Letter - generates templates into downloadable PDF
b.Marks gifts as ‘acknowledged- yes’
c.Resets the action count back to 0

14. Working with Acknowledgements
Acknowledgement Demonstration
1.Build your acknowledgement template. Include any tags you would
like applied. Common Tags: First/Formal/Informal Name, Last Gift,
Last Campaign
2.Create a new Acknowledgement list: Applies filters for specific
activities for you want to acknowledge.
○Choose the type: Email, Snailer, etc
○EX: To Campaign_campaign name
○All lists automatically filter ‘Acknowledged_No’
○Lists default as day-of but can be backdated to include historic
gifts
3.Prioritize the list using drag/drop

15. Question + Answers

16. Resources
●Template Tags Glossary
●Email/Letter Template Examples
●Understanding Template Types
●Enabling CRA Functionality
●How To Send Tax Summaries Using Kindful's Built-in Tool
On Demand Webinars:
●Thanking your Donors
●Using the Acknowledgement Tool