Generate Year-End Donation Letters for Salesforce NPSP

One of my favorite quotes from Marc Benioff on the foundation of Salesforce and the Pledge One model: 

"It's easy to take the 1-1-1 pledge as a startup because you have no product, you have no money, and you have no time."

-Marc Benioff 

I'm paraphrasing his actual statement, but Marc's message to startups was clear.... build Philanthropy into the DNA of a company early on.

When we launched iDialogue, we borrowed a strategy from the book "Crossing The Chasm" and studied several industry solutions to determine which markets we could most readily serve.

There were so many use cases to choose from, it made the decision very difficult. But our Pledge 1% inner compass kept pointing to "helping others first", which resulted in developing several document templates for the Salesforce Nonprofit Success Pack (NPSP). These templates are now free to download to all Salesforce NPSP Admins.

For Salesforce Administrators at Nonprofits, the task of generating year-end tax donation receipts may seem arduous. But since the majority of new donations come from current donors, this year-end "dialogue" between nonprofits and donors can become an opportunity.

At Pacific Apps, we break this type of campaign down into a few basic steps (which our Concierge support team can help setup and configure).

1. Create a branded document room portal
2. Add a Stripe payment method component to the page layout
3. Add a document component to the page
4. Generate donation letters (see below, either on-demand or in batch)
5. Invite donors to download their donation letters AND ask them to submit a donation

The donation letters support merge tags. Free Microsoft Word templates are available for download and customization. Templates are available for one-time donations or summarizing many donations in table rows.
Generate the documents either on-demand for each Account, Opportunity, Payment or Recurring Donation. Or generate the documents in batch.

Learn more about the iDialogue Accelerator for Salesforce NPSP or watch the video below.