---
schema_version: "1"
id: 1bc5dd74eb26c9583c391c4474fb237b77e65e76decbf6ba96f74ba2795fdf22
title: Gift Acknowledgments and Tax Receipts in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_gift_acknowledgments_and_tax_receipts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_acknowledgments_and_tax_receipts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 625b62d4ca9dd1d6dfe28edec9abb590eff23dcdc1e9071b8238584e3bf123ec
description: Quickly and easily provide acknowledgments and tax receipts to your donors.
products:
  - Nonprofit
release: "264"
---
# Gift Acknowledgments and Tax Receipts in Nonprofit

Quickly and easily provide acknowledgments and tax receipts to your donors.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d19019e41">REQUIRED EDITIONS</th>
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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d19019e41 ">Available in: Lightning Experience</td>

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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d19019e41 ">
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and
                <strong>Developer</strong> Editions with Nonprofit Cloud
              </p>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <td class="slds-cell-wrap" style="vertical-align:top;">USER PERMISSIONS NEEDED </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">&nbsp;</td>

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            <td class="slds-cell-wrap" style="vertical-align:top;"> To use Fundraising features: </td>

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              <p dir="ltr">FundraisingAccess permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">DocGen User permission set</p>
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Thank your donors for their contributions, comply with tax laws, and foster positive relationships with your constituents by providing timely, accurate and personalized gift acknowledgments. Encourage future donor support and constituent engagement when you easily create, store, share, and print tax receipts and gift acknowledgments.

## How Acknowledgment Generation Works

Acknowledgment generation uses templates and Salesforce DocGen to create personalized and accurate receipts.

Acknowledgment generation is powered by Salesforce DocGen and is formatted with templates that you customize for your organization. Select the filter criteria to include donations for when you conduct a batch generation of acknowledgments. When you generate single tax receipts, select the status and date range of the transaction. You can also update the acknowledgment status of the transaction record by generating the acknowledgment.

## Generate a Single Donation Receipt

Create single, personalized donation receipts from the Account pages in the Fundraising Strategy or Donor Engagement apps.

1. From the Fundraising Strategy or Donor Engagement apps, go to **Accounts**.
2. Open the account and click **Generate Document**.
3. Enter a name for the document generation job.
    
    For example: Q1 Smith Receipt. The date and time is automatically appended to the file name.
4. In the **Document Template** field, select the template that you want to use for the acknowledgment.
    
    To see what the template that you selected looks like, click **Preview**.
5. Select the **Start Date** and **End Date** for the transaction date range.
    
    You must select at least one date.
6. If you want to include transaction status as a filter type, from the **Transaction Status** list, select the transaction status that you want to use as a filter.
7. To include acknowledgment status as a filter, from the Acknowledgment Status list, select the status of the acknowledgment.
    
    The number of transactions that match the criteria appears below the Transaction Status field.
8. To update the acknowledgment status of the Gift Transaction records, select **Update the acknowledgment status of these gift transactions**.
9. From the Acknowledgment Status list, select the status that you want to apply to this acknowledged transaction record.
10. Generate the receipt.
    
    The generation job begins. When it's complete, the Document Generation Query Result record opens.
11. From the Document Generation Query Result record, click the **Related** tab.
    
    The PDF file of your acknowledgment is available under Files.

## Generate a Batch of Gift Acknowledgments

Quickly and easily create a batch of personalized gift acknowledgments from the Fundraising Operations app Home page.

1. From the Fundraising Operations app Home page, click **Generate Document Batch**.
2. Enter a name for the batch.
    
    For example: Q1 Donor Tax Receipts. The date and time is automatically appended to this file name.
3. In the Document Template field, search for and select the template that you want to apply to this batch.
    
    To see what the template that you selected looks like, click **Preview**.
4. To set the range for transactions that are included in this batch, select a start and end date.
5. Further filter the transactions to include by choosing an object, field, operator, and by entering a value.
    
    You can select any object that Gift Transaction has a look up to, as well as Gift Designation.
6. To further filter the number of transactions included in the batch, click **Add Filter** and repeat step 5.
    
    There's no limit on the number of rows of filter criteria that you can add.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/images/icon_note.png)
    
    Note
    
    To exclude transactions that are already acknowledged, add this criteria: Gift Transaction Acknowledgment Status Not equals Sent.
7. After you select the criteria for the gift transactions to include, click **Refresh** or **Update Matches** in the info bar to see an updated count of transactions included in the batch.
8. To automatically update the acknowledgment status on the transactions included in the batch, select **Update the Acknowledgment Status of these Gift Transactions**.
9. From the Acknowledgment Status list, select the status to apply to the transactions acknowledged in the batch.
    
    If you update the acknowledgment status, the gift transactions will be updated after the DocGen job is completed.
10. To automatically update the tax receipt status of the transactions included in the batch, click **Update the tax receipt status of these gift transactions**.
11. From the Tax Receipt Status list, select the status to apply to the transactions in the batch.
12. To include data in the acknowledgment from a Gift Transaction custom field, select **Include data from a Gift Transaction custom field**.
    
    Select this checkbox if you have a custom tax-related field that you want to include in the acknowledgment.
13. From the Gift Transaction Field list, select the custom field.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/images/icon_note.png)
    
    Note Before you generate the batch, make sure that this custom field is included in the template.
14. To get a report of all of the donors (and their details) included in this batch, click **Generate a report with all donors included in this batch**.
    
    Generating this report for the first time creates the Fundraising Acknowledged Donors custom report type which you can modify in Settings. Find this report in the Report Folder field under the Details tab on the Document Generation Query Result page. Use the report to print mailing addresses for your acknowledgment letters.
15. Generate the acknowledgment batch.
    
    The generation job begins. When it's complete, the Document Generation Query Result record opens.
16. From the Document Generation Query Result page, click the **Related** tab.
    
    The PDF file of your batch of donor acknowledgments is available under Files. Each donor acknowledgment is on a separate page of the PDF file.

## Recent Gift Acknowledgment Batches

To review the results of all batches run in the past 7 days, open the Recent Batches tab.

The Recent Batches tab on the Generate Gift Acknowledgments page shows a table of all of the batches run during the past 7 days. It's a one-stop shop for auditing a week's worth of acknowledgment batches. The table includes:

- Status of each batch job
- Run date of each batch job
- Links to the DocGenerationQueryResult object
- Links to the document template that was used for each job

## Data Types Excluded From Filter Criteria For Batch Acknowledgment Generation

Review the list of data types that you can't include in the criteria for a batch of acknowledgments.

You can't use these data types as filter criteria for batch acknowledgment generation.

- TextArea
- URL
- Percent
- MultiPicklist
- MasterRecord
- Location
- JunctionIdList
- EncryptedString
- DataCategoryGroupPreference
- Calculated
- AnyType
- Address

SEE ALSO:

[Set Up Gift Acknowledgments](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_gift_acknowledgments_and_tax_receipts.htm&release=264.0.0&type=5 "Help your users quickly and easily create gift acknowledgments and tax receipts for donors. You can create these individually or in batches.")