Generating and sending year-end tax receipts to donors does not have to be a chore. In fact, the process can actually bring in more donations!
Combining year-end receipts with a donor campaign call to action can produce amazing results.
It's generally accepted that existing donors are 5 times more likely to be the source of recurring donations than new donors.
Show your donors your appreciation with a personalized year-end message and opportunity for them to donate more.
Here's a breakdown of a year-end "donor dialogue".
1) Download and customize one of our free iDialogue templates for NPSP.
2) Create a portal personalized with a year end message.
3) Attach a year-end tax receipt document template to the portal
4) Add a stripe payment method to the portal with a personalized call-to-action
5) Add the iDialogue lightning component to Salesforce Account or Contact records
Bay area nonprofits - Let our volunteers do the work!
For a limited time, Pacific Apps will provide unlimited support and volunteers to setup your iDialogue year end campaign.
This video provides an overview of the iDialogue templates. Scroll down to see step-by-step details on how to configure the 5 steps.
Combining year-end receipts with a donor campaign call to action can produce amazing results.
It's generally accepted that existing donors are 5 times more likely to be the source of recurring donations than new donors.
Show your donors your appreciation with a personalized year-end message and opportunity for them to donate more.
Here's a breakdown of a year-end "donor dialogue".
1) Download and customize one of our free iDialogue templates for NPSP.
2) Create a portal personalized with a year end message.
3) Attach a year-end tax receipt document template to the portal
4) Add a stripe payment method to the portal with a personalized call-to-action
5) Add the iDialogue lightning component to Salesforce Account or Contact records
Bay area nonprofits - Let our volunteers do the work!
For a limited time, Pacific Apps will provide unlimited support and volunteers to setup your iDialogue year end campaign.
This video provides an overview of the iDialogue templates. Scroll down to see step-by-step details on how to configure the 5 steps.