Donor Acknowledgment Letter Generation Log

Tracks gifts received, IRS-compliant acknowledgment letters produced, and send dates for each contribution above the substantiation threshold to support development operations and IRC 170 substantiation requirements.

Gift Receipt Details

• Gift date
  Date the contribution was received.
• Gift amount
  Dollar amount of the contribution.
• Gift type
  Select the contribution type to support substantiation review.
• Fund or campaign
  Optional internal designation for the gift.
• Gift reference ID
  Internal gift or receipt identifier for audit trail purposes.

Donor and Receipt Information

• Donor name
  Name to appear on the acknowledgment letter.
• Donor email
  Optional email address if the acknowledgment will be sent electronically.
• Mailing address
  Optional postal address for mailed acknowledgments. Collect only if needed for delivery.
• Anonymous donation
  Check if the donor requested anonymity in public-facing records.

Acknowledgment Letter Status

• Requires acknowledgment letter
  Indicate whether this gift is above the substantiation threshold or otherwise requires a written acknowledgment.
• Letter generated
  Whether the acknowledgment letter has been produced.
• Letter generation date
  Date the acknowledgment letter was created.
• Send method
  How the acknowledgment was delivered.
• Send date
  Date the acknowledgment letter was sent to the donor.

Compliance and Follow-Up

• Substantiation threshold met
  Indicate whether the contribution meets the organization’s acknowledgment threshold.
• Required acknowledgment language included
  Check to confirm the letter includes the required IRS acknowledgment elements, as applicable.
• Exception or follow-up needed
  Describe any missing information, corrected letter needs, or follow-up actions.
• Record retention notes
  Optional notes for audit trail, retention, or internal review.