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Nonprofit Year End Donation Receipt

By Salesforce Labs

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

Free  

Never requires payment

Try It
Requires
Sales Cloud

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

  • Demo

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Additional Requirements
Requires Nonprofit Success Pack

App Details

Version
YearEndTax/YearEndTaxFlow 1.4.0
Listed On
01/12/2022
Latest Release
01/12/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/14/2022

Additional Details

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

Need help?

Salesforce Labs

San Francisco, CA, USA

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