Donation acknowledgments and receipts
Separate the finance system's verified payment record from the messaging action. Reconcile the contribution reference before preparing any personalized acknowledgment.
Putting the guide into practice
Have the finance owner approve the workflow, use only the necessary fields, and route corrections or refund questions to the appropriate campaign contact.
- Verified record
- Minimal fields
- Approved wording
- Finance handoff
Limits and review decisions
Do not send sensitive payment details in a text or fabricate a receipt number. An acknowledgment is not a tax or legal conclusion.