Streamline Your NPO's Billing with Invoice Template Software for NPOs

Invoice template software for NPOs

each non for-profit organization or charitable organization here in the US supposed to provide tax receipt with either each donation or at the end of the year we strongly recommend for you to do it with each donation because it's much simpler to do I will not go over the technical side but today I would like to show you donation receipt example from one organization that I'm volunteering for I did build this for them I did the automated system so each person when they donate either dollar or $5,000 or even one million doll they automatically receive this kind of receipt so let's go to my computer and let's break down the receipt as you can see here first of all we have a logo because you want to have some kind of branding on your receipt so even if you go to the store you do need to show some branding of your organization then we want to personalize so we put gear and the first name of the Donar this is then the statement uh let them know what is this all about and by the way please stay to the to the end of this video because there's one more thing outside of that which you see on the screen that important for you to do this is donation receip for your recent contribution you can keep it as a proof and use it for tax deduction purposes so if you don't have any like donor management system sometimes it's extremely hard for you to calculate each donation from the household from each person to do this receipt at the end of the year so why I like this matters better because is each receipt they can collect from you and submit it to their CPA and submit it to IRS for tax uh deduction so then this is the one of the most important information so here we have a donor's full name first and last name then donor's amount this is extremely important when the donation was made sometimes um when the donation was made and when you record it is two different dates so I strongly recommend to put it the date is when they donated because it might through the donor off let's say if they donated in November and you send them receipt with a December date and they like oh wow hold on did you charge me again or something so I strongly recommend to use a date when they give gave you the check or send you PayPal or Zell last thing if you use any CRM system or donor donor management system I strongly recommend to include that donation ID in our case we use sales Force because Salesforce comes with 10 licenses for free for all charitable organization here in us so we use Salesforce uh ID for this specific donation and this is uh personalized for each donation and the last thing is that you must include again I'm not a lawyer so please uh check with your legal for exact statement you need to say that no Services was provided for this amount because as a charitable organization you're not able to you you should not provide services for uh for their contribution uh so as you can see here this is the legal thing and then also I said in this email that like if you they have any questions if they have any requests they can email us and I put expectation that with one to two business days we will respond to them and as well as we have just thank you and that's it so now what I promised before very extremely important thing you need to personalize the subject line so this is how the subject line looks for this uh organization is donation receipt then we are looking for the last donation date which will be different for each donation and the uh the value the value of donation why it's important because if you use the same subject line let's say donation receipt and nothing else all those uh emails will be combined together and they will be not visible in Gmail and some provider so it's extremely important to separate those emails and so they do not go in one Trad in Gmail and they not like U simplified so it's extremely important to customize to have something unique in that subject line it can be just simple date so for example every time they donate They will receive this similar subject line but with just with different date want to discover how much money your email marketing can actually bring you if that the case let our team of email marketing experts show you how with our free email marketing audit we'll conduct a comprehensive analysis of your email marketing efforts provide you with action plan and show you how to effectively segment and convert your audience simply go to flo.com audit and book your audit today if you have any questions about or you want to S up but you don't know why strongly recommend to go to our website schedule call and we will be able to consult you or help you out or tell you how you can set it up for your organization we do provide services for non-for-profit and currently have few of our clients who was servicing from email marketing and CRM perspective