Donor Receipting

Donor Receipting

What is Donor Receipting? 


A donor receipt is a written acknowledgment that a donation was made to a nonprofit organization.  While this is a simple and important concept to understand, it can oftentimes be a complex and cumbersome undertaking.


For example, it's not uncommon for a single donor to sponsor multiple fundraising efforts; including missionaries, their sending agencies, as well as any special projects that may arise.  Each one of these gifts require a receipt - and in reality, not simply just a receipt, but rather a thoughtful acknowledgment to foster good donor relations. 

The Problem:


The typical receipting process entails a hefty amount of manual work.  You may need to repeatedly copy and paste the donor information and keep track of all transactions. You should probably also remember to include an accurate update regarding the overseas work. Don’t forget to keep your messaging consistent with the donor’s context: 

  • Is this a first time donor? 
  • Are they paying with Crypto, Credit Card, ACH? 
  • Do they give monthly, quarterly, or annually? 
  • What cause(s) do they support?


At last, it’s finally time to mail out the receipt: all you need to do is print it out, stuff the envelope, address it and pay for the postage. 


Whew! That’s a lot of things to keep track of, and that’s just 1 donor! 

The solution:  Automated & Personalized Receipting 


An initial proof of concept was created by TEAM.org in 2016. Five years later, Solertiae rebuilt it using a microservices architecture - making it more scalable, powerful, and flexible for more organizations.


We began mapping out all the various donor use cases so that contextualized and personalized receipt templates could be used.  Not only that, we began generating and deploying the documents automatically so that they could be sent out via email. We've generated hundreds of thousands of personalized receipt documents - all handsfree - which has significantly reduced overhead time and costs associated with physical mailing, printing & postage. 


With automated receipts being less transactional and more relational, the end result is a happy donor and nonprofit. 


The tool was so well received, that we decided to reconfigure it in such a way that it could serve multiple audiences - a key factor in keeping the ongoing cost of the tool as low as possible.


The main benefits include...

Contextualized and personalized receipt templates

Automatic deployment via email

100% handsfree

Reduced overhead time and costs

Happy donors and nonprofit staff members

When it comes to advancement, we understand that maintaining good donor relations is only part of the equation... while being able to maximize use of your data serves as the other critical component. 


Click here to learn about how Solertiae is helping organizations augment and automate their Lockbox Integration Solutions!

Data Quality
Checks

Send emails & texts to your members to update/verify their contact records

Discipleship Cultivation

Track internal and external discipleship trends. Learn more...

Disciplemaker.io

Data Quality Checks

Send emails & texts to your members to update/verify their contact records

Discipleship Cultivation

Track internal and external discipleship trends. Learn more...

Disciplemaker.io

Engagement Maximizer

Use engagement indicators to bring less-engaged members towards the center of the fold

Member Journey

Create a consistent yet personalized onboarding experience for new members

Visitor Journey

Be organized & well-prepared
to ensure that all visitors feel properly welcomed

Relational Universe

Harness the information you have to segment your constituents for an optimal marketing and communications strategy

Receipt Orchestration

Make your most common touchpoint with donors less transactional and more relational; regardless of complexity or volume

Offline Giving

Checks and Billpay are inherently inefficient - our automated solutions will increase the velocity and accuracy of your data entry

Online Giving

Off-the-shelf giving platforms have some gaps when it comes to serving nonprofits; let's align them to fit your unique business requirements

Personnel Data Management

Know where your global workforce is serving via intelligent lifecycle reporting-

this includes private contact information management

Building your own bespoke solutions can be costly

Sometimes a best-fit solution doesn’t exist. As a nonprofit, the idea of building something custom or bespoke can be costly territory as the overhead to design, support, and manage the solution once built is usually disproportionate to the cost your organization can carry ongoing. 


This is one of the key reasons we created Solertiae Labs and Work Essentials - to find ingenious solutions for common challenges facing a majority of our customers. We take on the complexity - and deliver you an elegant solution with predictable pricing.

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