Salesforce NPSP Year-End Donation Receipts

For Salesforce Administrators at Nonprofits, the task of generating year-end tax donation receipts may seem arduous. But since the majority of new donations come from current donors, this year-end "dialogue" between nonprofits and donors can become an opportunity.

At Pacific Apps, we break this type of campaign down into a few basic steps (which our Concierge support team can help setup and configure)

1. Create a branded document room portal
2. Add a Stripe payment component to the page layout
3. Add a document component to the page
4. Generate documents
5. Invite donors to download their donation letters AND ask them to submit a donation

The donation letters support merge tags. Free Microsoft Word templates are available for download and customization. Templates are available for one-time donations or summarizing many donations in table rows.

Generate the documents either on-demand for each Account, Opportunity, Payment or Recurring Donation. Or generate the documents in batch.

Learn more about the iDialogue Accelerator for Salesforce NPSP or watch the video below.