---
schema_version: "1"
id: 72d9bc698a4398a3e7ad5ae47359a1be18d5855954f75d0f3e365fc926cdf09f
title: Set Up Gift Acknowledgments and Tax Receipts in Education
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_fundraising_set_up_gift_acknowledgments_and_tax_receipts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_set_up_gift_acknowledgments_and_tax_receipts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f76396c47629e7c2246c476f60b21dba42369dfbc1487aea886885c3307e3106
description: Help your users quickly and easily create gift acknowledgments and tax receipts for donors. You can create these individually or in batches.
products:
  - Education Cloud
release: "264"
---
# Set Up Gift Acknowledgments and Tax Receipts in Education

Help your users quickly and easily create gift acknowledgments and tax receipts for donors. You can create these individually or in batches.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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      <thead class="slds-text-title_caps ">
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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69656e39">REQUIRED EDITIONS</th>
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      </thead>
      <tbody>
        <tr class="">
          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d69656e39 ">Available in: Lightning Experience</td>

        </tr>
        <tr class="">
          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d69656e39 ">
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>,
              and <strong>Developer</strong> Editions with Education Cloud</p>
          </td>

        </tr>
      </tbody>
    </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)

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](https://help.salesforce.com/s/articleView?id=sfdo.npsp_faq.htm&language=en_US).

- **[Format Gift Acknowledgments, Receipts, Donor Reports by Using Templates in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_format_gift_acknowledgments_and_receipts_with_templates.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_set_up_gift_acknowledgments.htm&release=264.0.0&type=5)**  
    Enable server-side documentation generation to automatically generate gift acknowledgement and tax receipt documents.
- **[Provide Template Access for Acknowledgment Generation in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_provide_template_access_for_acknowledgment_generation.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_add_gift_acknowledgment_and_tax_receipt_templates.htm&release=264.0.0&type=5)**  
    Add gift acknowledgment and tax receipt templates to generate your gift receipt letters.
- **[Add Generate Document Button to Page Layouts in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_add_generate_document_button_to_page_layouts.htm&release=264.0.0&type=5)**  
    To access single acknowledgment generation, add the Generate Document button to the page layouts.