The tax receipt and confirmation email that is automatically sent to donors upon completion of a transaction can be altered in a couple ways.
You can edit:
- The email header (e.g. "Hi Sue Green,")
- The "from" sender email
- The "help" email contact listed in the body of the email
- The way the name of your organization appears
Edit any of these items by navigating to your account
Settings (the link is located in the upper right hand corner of any backend page of your account, next to
Sign Out). Click the blue "edit" button. The name of your organization, as it appears in receipts and in other places, is in the "Name" field under
General Entity Information. You can find the "bulk email from sender" and the "help email" settings under
Email Addresses. Finally, look for the email header under
Other Configuration Settings.
These automated emails are intended to be the donor's official tax receipt and confirmation for their tax-deductible gift. The brief "thank you" message is included because we believe in thanking donors at every touch. We recommend sending out your own personal thank you letters to each donor by mail or e-mail.
Pro tip: Consider creating multiple thank-you templates for different types of donors (e.g., recurring, major gifts). Sending out personalized "thank you" messages helps you cultivate a relationship with your donors. Cultivating this relationship is a great way to encourage recurring donations, which are a more sustainable form of giving.
