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Nonprofit Year End Donation Receipt

Create tables of last year's gifts to include in emailed tax receipts

Overview

After running this app, you'll be ready to email all your donors with a tax receipt for the donations they made last year!

1 of 4

  • Creates a table listing date, amount and campaign name (optional).

  • Simply include a custom field as a merge field in an email to send it.

  • Use the included sample email template or create your own.

Send all your donors an email in January listing all of last year's donations to help them prepare for tax season. This tool inserts a grid of last year's won donations into a custom field. Use the template included in the package to email your donors through Salesforce or send through your favorite email marketing tool. This app is part of the Force™ Collection. You can see it here: https://sforce.co/33fkLT7

Categories

Personas
Administrator
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code

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