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Format Gift Acknowledgments, Receipts, Donor Reports by Using Templates in Nonprofit
Salesforce provides sample templates for batch gift acknowledgments and single donation tax receipts. These samples are a starting point for customizing templates for your organization.
Required Editions
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
| User Permissions Needed | |
|---|---|
| To download and customize templates: | Fundraising_Admin permission set group AND DocGen Designer |
Download these templates as .docx files and customize them for your organization:
Customize these aspects of the templates:
- Logo
- All currency symbols
- Tax year (for the Donor Tax Summary Receipt template)
- Complimentary close
- Organizational signature block
For organizations that accept multiple currencies, create templates for each currency that you accept. When you generate the batch, you can filter the batch for the currency that's used in the template. If you have a custom field on the Gift Transaction object for currency type, you can add that field to the template so that the correct currency for each gift is printed on the acknowledgment.
Include all the Gift Transaction fields that hold the data that you want to include in the acknowledgment letter in the template. Acknowledgment generation supports these fields.
Account ("Donor") object
- BillingCity, BillingCountry, BillingPostalCode, BillingState, BillingStreet
- FirstName
- LastName
- Name
- PersonMailingCity, PersonMailingCountry, PersonMailingPostalCode, PersonMailingState, PersonMailingStreet, PersonMailingTitle
- Salutation
Gift Commitment object (Multiple gift commitments can be related to a donor.)
- EffectiveStartDate
- EffectiveTransactionPeriod
- ExpectedEndDate
- ExpectedTotalCmtAmount
- CampaignName
Gift Transaction object (Multiple gift transactions can be related to a Donor and a Gift Commitment.)
- CampaignName
- CheckDate
- CurrentAmount
- DonorCoverAmount
- GiftType
- Id
- IsPaid
- NonTaxDeductibleAmount
- PaymentIdentifier
- PaymentMethod
- Status
- TransactionDate
- TransactionDueDate
- +1 standard or custom field of your choice (in batch acknowledgments
only)
Note To include a Gift Transaction custom field, make sure it's added to the Transactions section of the template in camel case (styled as camelCase) format.
Gift Transaction Designation object (Multiple gift designations can be related to a gift transaction.)
- Amount
- Name
Gift Tribute object (Multiple gift tributes can be related to a Gift Commitment or Gift Transaction.)
- HonoreeName
- NotificationChannel
- NotificationContactName
- NotificationDate
- NotificationStatus
Aggregate Fields
- TotalAllTransactions — Aggregated at the donor level
- TotalNonCommitmentTransactions — Aggregated at the donor level
- TotalCommitmentTransactions — Aggregated at the donor level
- TransactionTotal — Aggregated at the transaction or commitment level
To customize the donor report, from Settings, search for and select Report Types and copy and edit the Fundraising Acknowledged Donors custom report type.
SEE ALSO
- Organization-Wide Sharing Defaults
- Configure an Accounting Set for Fundraising
- Data Processing Engine (DPE)
- Run Data Processing Engine Definitions
- Use a Schedule-Triggered Flow to Run a Data Processing Engine Definition
- Run a Data Processing Engine Definition in Flows
- Get Started with Accounting Subledger
- Plan Your Accounting Subledger Implementation
- Configure an Accounting Set for Fundraising
- Get Started Using Data Cloud
- Set up the Salesforce CRM Connection
- Install Standard Data Bundles Powered by Data Kits
- Create a Salesforce CRM Data Stream
- Data Kits
- Batch Management Workflow
- Fundraising Flows
- Automate Gift Operation Processes
- Omnistudio Document Generation Document Templates
- Salesforce Sandbox Preview Instructions
