Set Up Gift Acknowledgments and Tax Receipts in Nonprofit
Help your users quickly and easily create gift acknowledgments and tax receipts for
donors. You can create these individually or in batches.
Required Editions
REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and
Developer Editions with Nonprofit Cloud
Note Enable person accounts before you set up Gift Acknowledgments.
Before you set up Gift Acknowledgments, give admins the DocGen Designer permission set license
and the SalesforceCRM Content User license. Give all users the DocGen User permission set.
Person accounts were not built to work with Nonprofit Success Pack and therefore, are not
supported for use with NPSP. If Person Accounts are not already enabled in your org, don't
enable them. Once you turn on Person Accounts in your organization, you can't turn the
feature off. See NPSP and Person Accounts in NPSP FAQ.
Set Up Document Generation in Nonprofit Enable server-side documentation generation to automatically generate gift acknowledgement and tax receipt documents.
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