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Electronic Gift Receipting and Addressee

  • 1.  Electronic Gift Receipting and Addressee

    Posted 19 days ago

    Good morning collegues,

     

    I am reaching out to other non-profit organizations and SUS schools to inquire about certain policies and procedures followed regarding tax receipts. I hope that you will take the time to answer a few questions for us!

     

    Digital Receipting

    The University of North Florida Foundation is growing rapidly, and we are looking into options to provide receipts to donors via email for larger crowdfunding campaigns and events like Giving Day.

    • Does your organization utilize digital receipting in any capacity?
      • If yes, is this achieved through your current CRM or are you using an additional platform to assist with receipting?
        • Have you experienced any significant push back from donors who would prefer to receive a physical receipt in the mail?
        • Has it been a positive, negative, or neutral change for your gift processing team's workflow and why?
      • If no, is digital receipting something that is being discussed or considered at your organization at all?

    Addressing Receipts with spouse name included

    When a donor makes a gift, does your organization address the tax receipt only to the hard-credited donor or do you ever include a spouse name if that information is available/verified?

    • Do you find that you have donors requesting that spouses be named on receipts?

     

     

    Olga Igolnikov

    AVP, Advancement Operations

     

    University of North Florida

    1 UNF Drive | Jacksonville, Florida | 32224

    O: 904.620.5250 | C: 814.571.9170

    E: o.igolnikov@unf.edu

     

     

     



  • 2.  RE: Electronic Gift Receipting and Addressee

    Posted 19 days ago
    Olga, I wanted to address the addressee question. However, you will want to ensure that you obtain permission (or tell donors upfront) to send electronic receipts.  While an electronic receipt is implied for online donations by having the donor provide their email address, you cannot assume that all donors want electronic receipts.  Many do not.

    As for the addressee, I would follow the same protocol as for paper receipts.  My own opinion is always to include the names of both legal partners unless told otherwise.  And, when stacking names (my preference), I list the legal donor above the partner.  The salutation is the same way.

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987






  • 3.  RE: Electronic Gift Receipting and Addressee

    Posted 19 days ago

    Thank you so much John!

     






  • 4.  RE: Electronic Gift Receipting and Addressee

    Posted 19 days ago
    Hi Olga,

    We've worked with a few different clients on these issues. The biggest pushback we encounter in moving to digital receipting is from inside of Advancement, typically from the same MGOs who are two months behind on their acknowledgements. 

    When it comes to giving days and crowdfunding, the impact of a mailed paper receipt is so much smaller than the digital engagement work.

    Thank you,
    Isaac Shalev
    CRM Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now: