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Acknowledging a Donation or Pledge in GiftWorks

When you Add a Donation, you can select a method for acknowledging the gift by selecting either Acknowledge Later, Add to Thank You Letters mailing list or choosing Other and selecting an Acknowledgment Date and Acknowledgment Method from the dropdown list.

When you select Acknowledge Later, the Acknowledgment Status in Gift Details will indicate that the donation has not been acknowledged. When you are ready to acknowledge the donation, click on Acknowledge Now and you can select to Add to Thank You Letters mailing list or choose Other and select a date and method

When you select Add to Thank You Letters mailing list, GiftWorks will compile a list of Donation Thank You Letters in the Donations Mailings box in the Mailings section. Click on the Donation Thank You Letters to proceed with generating the mailing. During Finish Mailing you can check Use letters to acknowledge donations and the donations addressed in the mailing will be marked as acknowledged. Also, each donation will be removed from the Donation Thank You Letters list

When you select Other for acknowledging a gift, choose an Acknowledgement Date and Acknowledgment Method from the dropdown list. The gift will be acknowledged in the Acknowledgment Status in Gift Details

You can also view a SmartList of unacknowledged donations. From the unacknowledged donations SmartList you can send mail or add the donors to a mailing list

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