Donor Acknowledgement Letters

This guide will instruct you on how to send a personalized donor acknowledgement letter.

Introduction

With Mazlo, you can generate donor acknowledgement letters automatically when you or a team member tag donations with a tax-eligible code. You can then customize the donor acknowledgement letter, download it as a PDF, or email the acknowledgement directly to the donor.

---

Send Personalized Donor Acknowledgement Letters

Step 1: Open Acknowledgements on the Navigation Menu

---

Step 2: Add a Personalized Note

Select 'Personalized Note' to add a message to the letter for your donor.

Click Save once complete.

---

Step 3: Download and Review the PDF of the Donor Acknowledgement Letter

Select 'Download PDF' to download a PDF version of the document.

You can click 'Download Only' or 'Download and Mark as Sent' to move this letter to the 'Sent' status.

You may prefer to print and physically mail the donor acknowledgement letters, which makes this option ideal.

---

Step 4: Click 'Send' from the Options Menu

When you click 'Send' the donor will receive an email with the tax acknowledgement.

---

Step 5: Success! Your Donor Acknowledgement Letter will be Sent via Email

The email will also include an attachment of the tax acknowledgement for easy download.

---

Review Sent Letters with the Status Filter

Step 1: Add a Filter to Review the Sent Acknowledgements

---

Step 2: Select 'Status' to Review Sent or Unsent Acknowledgements

---

Step 3: Select the 'Sent' Filter

With the 'Sent' filter, you can review all the tax acknowledgements that have been sent via email or marked as sent during a download.

---

Contact Our Team

Please contact our team if you have any questions: [e-mail].