As a nonprofit organization, your team works hard to conserve and stretch resources. You don't have time for tools that serve a singular purpose. We understand! That's why we've established an automated process to collect donations and send donation receipts. Simply add this donation form template to your site, and Formstack Documents will work for your team as a donation receipt generator. Integrate with Stash, our cloud storage platform, to complete the process and keep your team organized. Your donors will appreciate receiving documentation on their donation, and your team will be ready when tax season rolls around.
With this donation receipt process template, you can:
Collect donations directly on your website
Acknowledge and thank donors for their contribution
Organize and store important financial documents
What You Need
Getting started with this automated workflow is a breeze using Formstack Forms. Features like our drag-and-drop form builder, Theme Editor, Conditional Logic, and add-ons help you create professional looking forms with ease. Simply add this template to your Formstack Forms account to start gathering data you need.
Stash by Formstack is a secure cloud storage tool. With in-app comments and file editing, unique folder permissions, and version tracking, Stash by Formstack makes it easy to save your files in the cloud and keep your team organized.
When potential donors find your website and want to support your cause, make it easy for them to make a contribution. Simply embed this form on your website to start collecting donations right away. Easily customize this template with your organization's logo and colors to create a branded donation experience.
With Formstack Documents, you no longer need to manually create and email receipts. After your donors submit the donation form, their receipt is automatically populated in Formstack Documents and emailed to them. Your staff doesn't need to lift a finger!
Log in to your Formstack Documents account, and select donation receipt from the list of templates. Next, you'll need to identify where your data is coming from. Select "Use a data collection form."
Store and organize your documents using our cloud storage tool, Stash by Formstack. Choose the "Save my documents in Stash" option, or integrate with other cloud storage tools under the "Deliver" tab.
Navigate to the "Deliver" tab to automate your receipt delivery. Select "New Delivery," and choose email. Using merge fields, you can send the receipt to the email address included on the donation form.
Next, log in to Formstack to connect your donation receipt template. Under "Settings," select "Integrations." Choose the Formstack Documents integration and select your donation receipt template from the list of documents
Review all fields to ensure your Formstack data is correctly mapped to your donation receipt template. Turn on your workflow and send contractors your link to start automatically populating your donation receipt document.