When setting up a gift receipt template, it's important to know what information you want in your receipt and how to incorporate it. You can easily set up an individual or bulk use template by using merge tags and give your donor(s) an in-depth receipt with contact information, organizational messaging and gift information.
If you want to learn how to manage and create a template, make sure to check out the Managing Templates article.
Below are tables that include the origin of merge tags and directions on how to use them.
Contact Record Fields
These fields will be pulled from an individual, house or organization contact record. It's a quick way to provide a more personalized and professional set up to the receipt, especially if you are sending in a bulk instance
|Contact Record Fields|
Donor First Name
|Donor Last Name||Donor Display Name||Donor Addressee|
|Donor Address 1||Donor Address 2||Donor City|
|Donor State or Province||Donor Postal Code|
Organization Setting Fields
These fields can be accessed and managed by completing the following steps.
- Access your initials in the top right corner of the system
- Click on Settings
- Scroll to and click on Receipt Settings
- Update your messaging or signature and Save
|Organization Setting Fields|
|Organization Name||Organization City||Organization State|
|Organization Postal Code||Organization Receipt Message||Organization Receipt Signature|
|Organization Tax Message|
Gift Record Fields:
These fields come from an individual gift record. It's important to note that if you add any of these fields in you should preface it with a descriptor. Otherwise it will come across as just a number. For example, if you pull in Gift Received Amount, it would just show the numerical value of that last gift, let's say 100. In order to make it clear to your donor, you will need to add something like Gift Amount: $ before the merge tag.
|Gift Record Fields|
|Gift Date||Gift Received Amount||Gift Nondeductible Amount|
|Gift Tax Deductible Amount||Gift Soft Credit Amount||Gift Pledged Amount|
|Gift Payment Note||Gift Honor/Memorial||Gift Tracking Code|
|Gift Campaign||Gift Appeal||Gift Fund|
Calculated Gift Fields:
These fields are great especially for end of year purposes or if you have a donor that needs a summary of gift information. Since they are calculated fields, they deserve a little more explanation, which can review in the below table. Like the Gift Record Fields, it's important to preface these merge tags with a descriptor.
|Calculated Gift Fields|
Donor Total Gifts
The total number of gifts over the lifetime of the donor
Donor Lifetime Giving
Total dollars donated over the lifetime of the donor
Donor Last Gift Date
The last date in which that donor had donated
Donor Last Gift Amount
The dollar amount of the last gift that donor had donated
Donor YTD Gifts
The total number of gifts that a donor has given this year
Donor YTD Giving
The total dollars that a donor has given this year
Donor Last Year Gifts
Total number of gifts that have been donated by that donor last year (January 1-December 31)
Donor Last Year Giving
Total dollars donated by that donor last year (January 1 -December 31)
Donor Average Gift
The average gift amount that a donor donates