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Old 05-28-2008, 11:37 AM   #1 (permalink)
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Email Acknowledgments w/out BBNC

We're in the process of purchasing BBNC, but it's going to take a while to get moving. In the meantime, the powers that be are insisting that we should be sending email acknowledgments instead of snail mail ones because of the rise in postage and saving trees and all that.

Please confirm that there is no feasible way to send mass amounts of email acknowledgments out of R.E. w/out Net Community. Or, if I'm wrong - please let me know how this can be done...

Also, can anybody confirm if the rules are still that we only need to provide substantiation for gifts of $250 or more, or has that rule changed?

Thanks...
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Old 05-28-2008, 11:50 AM   #2 (permalink)
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Actually per IRS publiction 1771 (attached) your organization is only REQUIRED to send substantiation if the gift is $75 or more and substantial benefits were provided. The donor is the one who is required to get substantiation for gifts over $250 with no benefits and also for all cash gifts.

99.9% of all non-profits, however, acknowledge each and every gift so as to not have to make the donors request a receipt and also for donor relations purposes at all levels. You never know when that $10 annual donor is going to die and leave you a $1 million bequest (IT HAS HAPPENED - I've seen it twice) and not thanking donors for gifts has been proven to decrease response to future requests and bequest intentions.

As far as I know the e-receipt option is only available in RE if the donor makes their gift online (via netsolutions or netcommunity) but not if the donor sends you a check. As far as I know, to do so you would need to do each one individually as a manually created email they can not be done in bulk.
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File Type: pdf IRS Publication 1771.pdf (317.6 KB, 2 views)
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Old 05-28-2008, 12:11 PM   #3 (permalink)
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Thank you, Melissa! This is exactly what I need...

-Randi
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Old 05-28-2008, 12:15 PM   #4 (permalink)
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Randi,

I just thought I'd throw in that Net Solutions may be a midway solution for you. It's inexpensive and can be set up in a day. It would allow you to email blast using queries from RE. Just a thought...
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Old 05-28-2008, 12:44 PM   #5 (permalink)
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Apparently in RE 7.84 e-receipts can be sent without BBNC or Net Solutions.

Don't know the specifics, but I read that in the BB User's Edge - RE 7.84 Release notes. You could check it out on the BB website. It means upgrading to that version - or maybe you already have?
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Old 05-28-2008, 12:45 PM   #6 (permalink)
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WOO HOO - I'll have to look into that.
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Old 05-28-2008, 12:57 PM   #7 (permalink)
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Well, ho-lee cow... That looks like it does what we need!

Time to do an update... Thanks Ann Marie!
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Old 05-28-2008, 01:13 PM   #8 (permalink)
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You're very welcome! It's something we're interested in too, but have not yet taken the plunge to 7.84.

I'd be interested in hearing if anyone has success with e-receipting in this new version - if anyone goes there, please report back.

Thanks.
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Old 05-28-2008, 01:33 PM   #9 (permalink)
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Geez, I run 7.84. This is correct - it is an option. Here is the text from the help function:
eReceipts Tab

You can use the eReceipts tab to configure and send gift receipts by email. Sending electronic receipts can be very beneficial in reducing the amount of paper and time used to return printed receipts to your donors. An eReceipts tab appears on the Receipts mail task when you select Create custom data file in the Receipt type field on the General tab.
Using the eReceipts tab, you can create a Microsoft Word merge template to be used as a template for a PDF (Portable Document Format) file. The PDF file is sent as an email to the client. For example, you want to send electronic receipts for all gifts you received this week. Configure eReceipts the same way you configure regular receipts for mailing a hard copy receipt. First, use the various tabs for the Receipts mail task to define your gift type, the constituents to include, and additional filters. Then, use the eReceipts tab in the Receipts mail task to configure your email settings, text, and rules for the email. Merge the receipt data into a Microsoft Word template using the Merge button on the eReceipts tab. During the merge process, select whether you want to mark a gift as receipted, receipted and acknowledged, or not updated once you run the receipts. Once the merge is complete, a PDF file is automatically created from the Word document. The email is then sent automatically through SMTP, a subcomponent of Microsoft Internet Information Services (IIS), with the PDF file inserted into the email as an attachment.

We have BBNC and use it to send out email blasts. You should probably talk with your IT staff. I'm not sure the load it would put on your servers and there are other issues to consider. (I'm IT so I'm always looking out for the IT staff. )

At this point, we still acknowlege every gift with a mailed acknowledgement/receipt - even our online gifts. I'll be interested to see if this option becomes widely accepted.
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