Recurring Donations Communication to Donors
Currently, there does not appear to be a way for C-Suite to generate information in a tax receipt that includes confirmation of the set up of a recurring gift if a donor sets this up online. So, there is no communication generated to the donor thanking them for their recurring gift. Instead, they only receive the standard email/tax receipt acknowledging the current gift.
If we wanted to send a communication to our donors acknowledging the details of the recurring gift (how often, amount, end date etc.), we would have to send emails manually. I am concerned about the extra steps this would require if we were to receive a large volume of recurring gifts in connection with a specific fundraising campaign.
Cyndi Vara
shared this idea
Recurring donation fields were added to the tax receipt template on 1/26/24:
Templates: Added the Recurring donation fields to the Tax Receipt Template{{recurring.description}}, {{recurring.end_date}}, {{recurring.end_date_iso}}, {{recurring.interval}}, {{recurring.next_date}},{{recurring.next_date_iso}} , {{recurring.rc_donation_id}} , {{recurring.start_date}}, {{recurring.start_date_iso}}
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Madison Mussell
commented
Definitely critical. Currently we send manual notices with the details of the recurring gift, but if we were to have a large volume of them it would be a lot of extra work.
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Jennie Dawes
commented
This is happening now. We are managing a project fund whose volunteers are doing a great job of fundraising and many donors are using the online gift feature and setting up recurring gifts. All but one donor who put specific instructions in a note have to be contacted. Since these donors are not giving directly to us but to a specific project, this likely is neither what they wanted or expected. And, it's a great deal more work for us - and also widens the margin of error. If our primary function was to be fundraising, we probably would be using different software.