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Build · Month 8
Donation Receipts & Thank-You Letters
Tax-compliant receipts and thank-yous that retain donors.
Overview
Every donor needs a receipt, and the IRS requires specific language on gifts of $250 or more. This module covers what a compliant donation receipt must contain, the difference between a receipt and an acknowledgment, the required IRS disclosure for quid pro quo donations, and how to write a thank-you letter that makes a donor want to give again. You'll leave with templates for both.
What you'll be able to do
- Issue receipts that meet IRS substantiation rules
- Include the required disclosure for quid pro quo donations
- Write thank-you letters that retain donors
- Provide a letter donors can use for their own tax records
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