Acknowledgements via “Snail Mail” Letters
Other nonprofits prefer to send acknowledgements via “snail mail” - especially those organizations whose donors are used to a more traditional giving approach.
You can easily create these types of “direct mail” acknowledgements in Donor Management by clicking on the orange exclamation point next to a donation, and selecting “Write Letter.”
Our direct mail editing tool should then load a basic acknowledgement letter from one of the available direct mail acknowledgement templates.
You can make any edits to the text (including formatting edits) by clicking on the blue “Edit” button in the top left corner of the template’s text. You can also adjust the margins of the letter by clicking on the “Edit Margins” button – that way, your images or text won’t get cut off when the letter is printed.
You can also adjust the “setup options,” such as the subject of the email, by clicking on the “Setup Options” button towards the top right of the screen.
Once you’re satisfied with how the mailing looks, you can click on the orange “Download” button in the top-right corner, then selecting “Download letter PDF.”
This will download a copy of the letter to your computer as a PDF, for you to review and make sure it looks perfect! (If not, you can always go back and edit the draft, then re-download the updated copy.)
Once you’ve printed out the final copy of your acknowledgement letter, you’ll want to check the “Mark as acknowledged” box, before pressing “Save & Exit” at the top of the screen.
By checking that box, that specific donation will reflect as being “acknowledged” in Donor Management – and then you can send that letter off to your grateful donors!