Help your users quickly and easily create gift acknowledgments and tax receipts for donors. You can create these individually or in batches.
Required Editions
| REQUIRED EDITIONS |
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| Available in: Lightning Experience |
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Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
Note Enable person accounts before you set up Gift Acknowledgments.
Before you set up Gift Acknowledgments, give admins the DocGen Designer permission set license
and the SalesforceCRM Content User license. Give all users the DocGen User permission set.
Person accounts were not built to work with Nonprofit Success Pack and therefore, are not supported for use with NPSP. If Person Accounts are not already enabled in your org, don't enable them. Once you turn on Person Accounts in your organization, you can't turn the feature off. See NPSP and Person Accounts in NPSP FAQ.
- Format Gift Acknowledgments, Receipts, Donor Reports by Using Templates in Education
Salesforce provides sample templates for batch gift acknowledgments and single donation tax receipts. These samples are a starting point for customizing templates for your organization. - Set Up Document Generation in Education
Enable server-side documentation generation to automatically generate gift acknowledgement and tax receipt documents. - Provide Template Access for Acknowledgment Generation in Education
Create a public group to assign users with the permissions and access to generate gift acknowledgments. - Add Gift Acknowledgment and Tax Receipt Templates in Education
Add gift acknowledgment and tax receipt templates to generate your gift receipt letters. - Add Generate Document Button to Page Layouts in Education
To access single acknowledgment generation, add the Generate Document button to the page layouts.