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Send a donation receipt reply

Donors ask for receipts for taxes and records. A quick, accurate reply protects trust and makes the next gift easier.

Last reviewed

Thank them first

Open with thanks before the paperwork.

Confirm the gift details

Check the date, amount and name on the gift.

Send the receipt

Attach it or link to it, with your organisation's registration details.

State what it can be used for

Say plainly whether the gift is tax deductible, without giving tax advice.

Offer corrections

Invite them to tell you if a name or address is wrong.

Record the reissue

Note the request so a second ask is easy to answer.

Questions

Can we reissue an old receipt?

Yes, if your records allow it. Say which year it covers.

What if the donor wants it in a different name?

Follow your policy, and tell them what you need to change it.

Can the AI send receipts?

It can explain the process. Receipts should come from your donation system.

Written by Flatdesk, a help desk for small support teams at one flat price per agent. Try it free for 14 days, no card.