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>