When a donor uses DAFpay to initiate their grant to your nonprofit, they typically receive 2 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, the nonprofit immediately knows every time a donor submits a DAF donation to their organization. If the nonprofit is using a DAFpay Tool directly on its website (i.e., like the DAFpay Tile on the DAF "Ways to Give" page), they will receive an email as soon as the donor clicks "Submit". After this, they can send the donor any "thank you" or "see your impact" email specifically designed for DAF donations.
For nonprofits that are using DAFpay via a fundraising platform integration - the same automated "thank you" emails that normally go out should be triggered. In this case, it's important to update the DAF-specific "thank you" emails to not include a tax receipt. Donors receive these tax receipts from their Donor Advised Fund providers directly at the time of account funding and thus do not need a tax receipt when issuing grants out of their DAFs to nonprofits.
If removing the tax receipt language for DAF-specific donations isn't possible, we recommend that nonprofits 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:
