Fundraising
Operations
Easy
Donation Acknowledgment Email Automator
by Civic Dialog Team5.0 (1 reviews)Today21 downloads
Automatically send IRS-compliant donation acknowledgment emails to donors within minutes of a gift being recorded in your CRM or payment processor.
Problem This Solves
Nonprofit development staff spend hours manually writing and sending donation acknowledgment letters. Late or missing acknowledgments damage donor relationships and create IRS compliance risk for donors claiming deductions on gifts over $250.
Prerequisites
- Zapier free plan (or Make free plan)
- Salesforce NPSP, HubSpot, or Bloomerang CRM — OR — Stripe/PayPal account
- Gmail or any SMTP email account
Setup Steps
- 1Copy the provided Zap template into your Zapier account
- 2Connect your CRM or payment processor trigger
- 3Paste the provided email template into the Gmail Send Email action
- 4Update the template with your organization name, EIN, and mailing address
- 5Test with a $1 test donation — verify email arrives within 5 minutes
- 6Enable the Zap
Inputs
| Field | Type | Description |
|---|---|---|
| donor_name | string | Full name of the donor |
| donor_email | string | Donor's email address |
| gift_amount | number | Gift amount in USD |
| gift_date | date | Date the gift was received |
Outputs
| Output | Type | Description |
|---|---|---|
| acknowledgment_email | IRS-compliant acknowledgment email sent to donor |
Reviews(1)
C
Civic Dialog Admin
Today
This saved our development team 3 hours per week. Setup took about 30 minutes with the clear instructions.