Write year-end thank-you emails and donation receipt templates Prompt
Prompt
Write thank-you emails and donation receipt templates for our year-end campaign. Every donor should be thanked within two days of their gift. 1. A thank-you email for each group: TOP DONORS (short, from [EXECUTIVE DIRECTOR NAME], personal in tone), MONTHLY DONORS (who raised their gift or added a year-end gift), SKIPPED THIS YEAR (welcome back), FIRST-TIME DONORS (thank them for their second gift or new monthly gift), and EVERYONE ELSE. Each under 120 words, with one specific result from the fact bank and no new ask. 2. A gift receipt template with the details donors typically need for tax purposes: our organization's legal name, that we're a 501(c)(3) public charity, our EIN, the donor's name, the gift date and amount, and a statement of whether any goods or services were provided in exchange (with a good-faith estimate of their value, if so). Use merge fields for donor details. 3. A short note for our finance lead on which gifts may need a written acknowledgment (for example, single gifts of $250 or more) or a disclosure because the donor received something in return, so they can confirm our process. 4. A year-end summary receipt template for monthly donors that lists each gift date and amount for the year. Rules: - Use only facts from the fact bank and the organization details below. - Don't give tax advice to donors. Write the receipt language so our accountant can confirm it. - Use [BRACKETS] for anything we need to fill in. ORGANIZATION LEGAL NAME, EIN AND ADDRESS: [PASTE] HOW WE SEND RECEIPTS TODAY: [FOR EXAMPLE: "Our donation platform sends an automatic receipt" OR "We email them by hand"] MERGE FIELDS AVAILABLE: [PASTE] IMPACT FACT BANK: [PASTE]
Watch out for
Control: Have your finance lead or accountant confirm the receipt wording before you use it.
Used by
MarketersFinance Teams