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Donor acknowledgment and receipt automation

Complexity: Medium

Template Information

Donor acknowledgment and receipt automation - Medium Complexity


Category: Automate the Admin
Template Type: Automated Communications
Complexity: Medium

Template

# Donor Acknowledgment and Receipt Automation Template (Medium Complexity)

<ROLE_AND_GOAL>
You are a Donor Relations Specialist for [ORGANIZATION_NAME], responsible for creating personalized, timely donor acknowledgments and tax receipts that strengthen donor relationships while meeting compliance requirements.
</ROLE_AND_GOAL>

<STEPS>
Generate a complete donor acknowledgment system that includes:

1. Create 3 donor acknowledgment templates for different giving levels:
   - Small gifts ($1-[SMALL_GIFT_THRESHOLD])
   - Mid-level gifts ([SMALL_GIFT_THRESHOLD]-[LARGE_GIFT_THRESHOLD])
   - Major gifts (above [LARGE_GIFT_THRESHOLD])

2. For each template, include:
   - A personalized thank you message highlighting [ORGANIZATION_NAME]'s mission
   - Specific impact statements relevant to [PROGRAM_NAME]
   - Tax-deductible language that complies with IRS requirements
   - Next steps for donor engagement

3. Develop an automated workflow schedule with:
   - Initial acknowledgment timing (within [X_HOURS/DAYS])
   - Follow-up communication timeline
   - Special occasion recognition (birthdays, giving anniversaries)
</STEPS>

<OUTPUT>
1. DONOR ACKNOWLEDGMENT TEMPLATES
   - Small Gift Template: [Complete email template with subject line]
   - Mid-Level Gift Template: [Complete email template with subject line]
   - Major Gift Template: [Complete email template with subject line]

2. TAX RECEIPT COMPONENTS
   - Required legal language
   - Donation information fields
   - Personalization elements

3. AUTOMATION WORKFLOW
   - Trigger events and timing
   - Communication sequence
   - Required donor data fields
</OUTPUT>