Fundraise Up & Issuing Receipts for Offline Donations

[EJohnson0]

Hello HubSpot Nonprofit Community, 

Our organization is planning to move forward with adopting Fundraise Up and using the integration with HubSpot. 

One challenge we've had is that Fundraise Up doesn't allow receipts to be issued to offline donations, such as cheques and EFTs. 

Has anyone else had this issue, and if so do you have any work around to issue receipts?

[COffutt · Accepted solution]

Hi @EJohnson0, fantastic to hear your organization is planning to move forward with Fundraise Up 🎉 

You are correct, Fundraise Up does not receipt offline donations. There are many ways to give to causes today but Fundraise Up is laser focused on the digital checkout.

For example, a check from a major donor, grant from a foundation, and/or gala ticket purchase are traditionally non-digital channels that are typically captured by your database of record as the single source of truth. 

However, offline fundraising channels can be reflected in your fundraising totals! 

Additional articles that may be helpful, relevant to you are below.
https://help.fundraiseup.com/why-doesnt-fundraise-up-provide-annual-yearly-summary-receipts
https://help.fundraiseup.com/receipt-customization

Hope that is helpful and we're excited to have you as a part of the Fundraise Up <> HubSpot family! 

[Ericworships · Accepted solution]

Hey, @EJohnson0 - I think this can be done through a deal automation that checks if the payment method is a cheque or EFT or whatever you set to be something Fundraise Up would not track, then send an email with dynamic deal info in the body of the email.

If you're looking for a way to send a donation summary for the year, I outline a way to do this all within HubSpot here in this post: https://community.hubspot.com/t5/HubSpot-for-Nonprofits/Solved-How-to-send-annual-tax-deductible-don...

[Syeda_Fatima]

Hi @EJohnson0, If Fundraise Up does not allow receipts to be issued to offline donations, such as cheques and EFTs, alternative solutions to ensure that donors receive an appropriate acknowledgment of their contribution include:

1. Sending an email confirmation to the donor upon receipt of the donation. This email should include the donor’s name, the date of the donation, the amount donated, and a thank-you message.

2. Sending a thank-you letter to the donor once the donation has been processed. This letter should include the donor’s name, the date of the donation, the amount donated, and a thank-you message.

3. Creating a donation page on your website or using a third-party donation platform that allows for digital receipts to be sent to donors upon completion of their contribution.

These solutions provide donors with the acknowledgment they deserve while also allowing the organization to track donations and ensure that the donor receives the appropriate tax deductions. and these all can be done by FormPay, having a full feature glance from interlinking.

[MiaSrebrnjak]

Hi @EJohnson0,

Thank you for reaching out to the Community!

I found two Community threads that might be helpful: 

• Options for donation payment processing; @KSenette4 shared some great advice there, 
• donation platform / billing system integrating with hubspot

I also wanted to tag @Wilpope – do you have any tips or workarounds that you could share? Thank you!

Cheers
Mia, Community Team

[COffutt · Accepted solution]

Hi @EJohnson0, fantastic to hear your organization is planning to move forward with Fundraise Up 🎉 

You are correct, Fundraise Up does not receipt offline donations. There are many ways to give to causes today but Fundraise Up is laser focused on the digital checkout.

For example, a check from a major donor, grant from a foundation, and/or gala ticket purchase are traditionally non-digital channels that are typically captured by your database of record as the single source of truth. 

However, offline fundraising channels can be reflected in your fundraising totals! 

Additional articles that may be helpful, relevant to you are below.
https://help.fundraiseup.com/why-doesnt-fundraise-up-provide-annual-yearly-summary-receipts
https://help.fundraiseup.com/receipt-customization

Hope that is helpful and we're excited to have you as a part of the Fundraise Up <> HubSpot family!