Fundraising: Settings

Staff users can configure the default frequency with which fundraising receipts can be delivered to donors. This allows you to set the preferences of donors who do not want to be inundated with tax documents throughout the year.

Fundraising receipts are normally sent to donors at the moment a donation is processed. This setting enables donors to specify that they will receive fundraising receipts at alternate intervals. For example, if a donor wanted to receive only one gift receipt per year for tax purposes, the donor would specify Annual. The donor would then receive one gift receipt with a complete summary of their donations for the year.

You can specify a Default Receipt Preference for how frequently a charity or other organization that accepts charitable contributions or donations will send a donor receipts for any gifts the donor makes.

Changing donor fundraising receipt preferences

Staff users and donors can adjust the frequency with which fundraising receipts can be delivered to donors. Staff users can amend the receipt preferences of specific donors from the account page or On behalf of non-staff users. Additionally, non-staff users can update their receipt preferences through the account page in the Member site.

1. As a staff user, locate the desired donor account page and go to the Preferences tab.
2. Under Gift preferences, select the Receipt preference for the donor:
   • None
   • Immediate
   • Annual
   • Quarterly
   • Monthly

📘 Note

A contact’s preference is not populated with this global setting; however, if a contact does not define a value, their receipting preference will use the value selected in this setting.

3. Click Save.
4. (optional) From the Staff site, the new GiftsByReceiptingPreference query in the $/Fundraising/DefaultSystem/Queries/Receipts folder allows you to query gifts using the Receipting Preference.

This is where you can edit all gift items your organization has set up:

1. Select a gift item.
2. (Profile tab) Edit any details of the gift item, then click Save.
3. (Contents tab) The basic properties of a gift item.
4. (Price Sheets tab) Gift items do not use Price Sheets, so this tab will be empty.
5. (Accounting tab) Here you can edit accounting options for the gift item. Click Save.

To learn about the variety of Gift Aid (UK) settings, please see Gift Aid (UK).