When a donor uses DAFpay to initiate their grant to your nonprofit, they typically receive 3 emails.
An email from their DAF provider letting them know the grant has been initiated
An email from the nonprofit or fundraising platform thanking them for their donation
1. Confirmation of grant initiation from the DAF provider
While every DAF provider's email messaging and cadence differs, it is typical for the DAF provider to send an email letting the donor know the grant recommendation has been initiated.
Daffy example below:
2. Thank you from the nonprofit or fundraising platform
With DAFpay you now know instantly every time a donor submits a DAF donation to your organization. If you are using a DAFpay Tool directly on your website (ie, like the DAFpay Tile on your DAF ways to give page), you will receive an email as soon as the donor clicks submit. After this, you can send the donor any "thank you" or "see your impact" email specifically designed for DAF donations.
If you are using DAFpay via a Chariot integration with your fundraising platform, the same automated thank you emails that normally go out should be triggered. In this case, it's important to update your thank you emails to not include a tax receipt. Remember that donors receive these tax receipts from their Donor Advised Fund providers and do not need a tax receipt when issuing grants out of their DAFs.
If removing the tax receipt language for DAF-specific donations isn't possible, we recommend that you amend the tax receipt line as follows for all gifts:
Please regard this email as your tax receipt to print and save for your records. Note: This excludes any gifts made from Donor Advised Funds
See an example of how PETA sends their DAF receipts:
