One small recommendation...I've worked in a shop that transitioned from doing recurring gift receipts on a monthly basis to doing them on an annual basis. A surprising number of these donors gave to other things (i.e. outside of their recurring gift plan) during the year. Some of these individuals would be surprised at the end of the year when their receipts were only for the amount of the recurring gifts (i.e. and not their entire giving for the year). In response to this, we added text to the year-end receipts indicating that the receipts were ONLY for those gifts given during the recurring gift plan throughout the year – and other gifts were receipted at the time they were made.
Sometimes these donors would respond and ask for a receipt for their cumulative giving for the entire year. Our process was to send them a receipt with text to the effect of "..this receipt takes the place of and supersedes any other gift receipts you received from [Organization Name] in [Calendar Year]."
That's just my 2 cents (2.66 cents in Canada, given today's published exchange rates).
Michael Halverson, Ed.D.
Office: (305) 284-1608
Mobile: (320) 363-4987
Hi, My 2 cents is that if you want to create customized letters and you use NXT, take a look at how customizable you can make your letters using ReceipterPro®. It has a built-in image management system that allows you to "Brand" your organization so you send beautiful looking letters instead of the plain vanilla letters most organizations send out. Contact me offline at email@example.com or simply at firstname.lastname@example.org. Be well and stay safe, Art