Donor Acknowledgement Letters

Introduction

With Mazlo, you can generate donor acknowledgement letters automatically when you, a team member, or one of your projects tags a donation with a tax-eligible code. You can then customize the tax letter, download it as a PDF, or email the letter directly to the donor.

Enable Accounting Codes to be Tax Eligible

Step 1: Open the Accounting Settings

On the left-side menu, select 'Settings.' Then from the settings menu, select 'Accounting.'

Within your organization's accounting settings, you can open your accounting codes to enable eligibility to receive a donor acknowledgement letter with a tax receipt.

Step 2: Open the Accounting Codes Tab

When you open Accounting, first you'll land on your organization's live P&L. Click on the 'Accounting Codes' tab to start building your chart of accounts.

Step 3: Enable Tax Eligibility for A Revenue Code

Select a revenue code you want to enable the tax letter eligibility for. Click on the code to edit it.

Step 4: Toggle the Tax Eligibility On

It will turn green when it's activated.

Send A Personalized Tax Letter

Step 1: Select a Transaction to Add the Tax-Eligible Accounting Code

Click on the Transaction to open its details.

Step 2: Add the Tax-Eligible Code and Click Save

Step 3: Open 'Tax Letters' on the Navigation Menu

Step 4: Add a Personalized Note

From the drop-down menu, select 'Personalized Note.'

Add the message you'd like to include on the tax acknowledgement. Click Save once complete.

Step 5: Download and Review the PDF of the Tax Letter

Select 'Download PDF' to download a PDF version of the document. You may prefer to print and physically mail tax letters, which makes this option ideal.

Select 'Download Only' or 'Download and Mark as Sent.'

Review the acknowledgement download.

Step 6: Send the Tax Letter via Email

Select 'Send' from the drop-down menu.

Step 7: Success! Your Donor's Tax Acknowledgement Has Been Sent via Email

In seconds, your donor will receive a personalized thank you email with their donation acknowledgment

They will also receive a PDF attachment for easy access.

Review Sent Letters with the Status Filter

Step 1: Add a Filter to Review the Sent Donor Acknowledgement Letters

Step 2: Select 'Status' to Review Sent or Unsent Acknowledgement Letters

Step 3: Select the 'Sent' Filter

With the 'Sent' filter, you can review all the donor acknowledgements that have been sent via email or marked as sent during a download.

Contact Our Team

Please contact our team if you have any questions: [email protected].