Nonprofit finance: send tax receipts when gifts recorded

Finance coordinators overlook tax receipts after gifts are logged, creating audit gaps. Automated receipts deliver donor tax documents and update finance records.

Overview

Missed tax receipts create donor confusion and audit exposure for finance teams. This workflow issues tax-deductible receipts as gifts are logged and marks accounting records, eliminating manual follow-up and helping teams report faster reconciliations and consistent donor documentation.

Notable Features

Send receipt when gift recorded
Attach donation details to email
Mark gift record as receipt sent