Receipts and Confirmation Emails

Note: For WAMs only.

Payment options within Philanthropy Cloud include credit card, cash/check, stock, and payroll. Philanthropy Cloud automatically sends tax receipts via email with an attached PDF for all credit card donations. For cash/check and stock pledges, Philanthropy Cloud sends a pledge confirmation email, and the Local United Way follows up with information when the pledge is fulfilled. For payroll, a tax receipt should be obtained via the employer. Tax receipts vary per country.

Only processors (e.g., Local United Ways) can configure the confirmation emails and tax receipts that Philanthropy Cloud sends.

You can create email messages for a Tax Receipt, Payroll Deduction, Stock Pledge, and/or Cash/Check Pledge by clicking on the appropriate tab at the top of the page and entering the necessary information. A Preview appears to the right of the page for each type.

Note: Configuring your tax receipt settings is required, else donation functionality is disabled. Configuring payroll, stock, and cash/check settings is optional, but if you do not configure the settings, these giving options are not available to your customers.

Logo

To add a logo:

  1. Navigate to Receipts and Confirmation Emails.

  2. In the Logo section, drop an image in the appropriate area or select Browse to select a file.

    The optimal size for an image is 69px high by 150px wide.

    File formats supported are .jpg, .gif, .syg, .png. Maximum file size is 5MB.

Body Content

Use this section to say thank you, provide information about how you will follow up to collect, or other marketing content.

To add body content:

  1. Click Receipts and Confirmation Emails.
  2. Under Body Content, enter the appropriate content. Plain text only.

Contact Information

Use this section to provide contact information in case a donor has a question about their gift, or other concerns.

To add contact information:

  1. Click Receipts and Confirmation Emails.
  2. Under Contact Information, enter contact information in case someone has a question or concern. Plain text only.

Click Send Sample Confirmation Email at the top right hand corner of the page when you have completed creating or editing your email confirmations.

Enter an Email Address and click Send. A confirmation email is sent to the addressee.

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