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Letters
- 29 Oct 2024
- 2 Minutes to read
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Letters
- Updated on 29 Oct 2024
- 2 Minutes to read
- Print
- DarkLight
- PDF
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Letters
The Admire Rebuild has completely revamped the concept of donor correspondence with our Letters feature.
With Letters, in a few clicks you can set up your templates, set your preferences and possible exceptions and all your donor mailings are automatically generated. This greatly simplifies and enhances data entry workflow and saves you lots of time. Letters allows you to offboard the entire task of receipts and invoices etc. to an automated system set according to your company's preferences.
Click here to learn more about what happens for Letters, when a single payment is used to pay up multiple pledges.
Letters Options
Here are the Donor mailings that can be auto sent or generated via Admire, with more coming soon.
Receipts:
A receipt is sent to a donor for a tax-deductible payment.
It is available for review by an Admire user.
It includes a thank you letter for the payment and the required tax receipt information.
Set to send out one time only.
Cumulative Receipts: **Coming Soon!**
This feature is currently not available but will be available soon!
A cumulative receipt is sent to a donor a the end of the calendar year for a series of tax-deductible payments made throughout the past year.
Payment Acknowledgements:
A payment acknowledgement is sent to a donor for non-deductible payments.
A non-deductible payment in Admire, is a payment that came from a source that does not require it to receive a tax-deductible receipt. For example the payment came from an Entity called a DAF (Donor Advised Fund). Learn more about this here.
It is available for review by an Admire user.
It is essentially a thank you letter for a payment.
Set to send out one time only.
Invoices:
An invoice is sent to a donor for an outstanding pledge that was not paid within a certain time frame.
Can be set to be sent out until pledge is completely paid.
Option for emailing a link to the donor to make online payment!
Not available for review (see A Closer Look below for more details).
Pledge Acknowledgements:
A pledge acknowledgement is sent to a donor for an outstanding pledge or to a donor of a Recurring pledge for an expected .
It is essentially a thank you letter for the pledge, (reminding that it has not been paid yet).
Sent one time immediately after a pledge is entered.
Pledge Acknowledgements must be reviewed before being sent out.
A Closer Look:
Invoices VS Pledge Acknowledgements
Invoices and Pledge Acknowledgements serve different functions and therefore differ in the following ways:
Timing: Pledge Acknowledgements are sent out right after the pledge is put into your database while an Invoice is sent after some time has elapsed.
Frequency: While the Pledge Acknowledgement is only sent out once, an Invoice is sent repeatedly until the pledge is all paid.
Review: The Pledge Acknowledgement will not be sent out without review to verify that it is error-free. In order to maintain the accuracy of Invoices they are not available for review. This is due to the time-lapse of a review process, since payments may be made in the interim that would create inaccuracies.
Admire Quick Tip!
When entering a payment that is linked to an Entity:
Entity will receive a Receipt or Payment Acknowledgement depending on if it is set up as a Business, DAF or Foundation.
In addition the linked Admire Account individual will receive a Payment Acknowledgement.
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