The First Hello: Tax Receipts & Pledge Reminders That Resonate


Presented by Sarah Sims


The tax receipt is the very first touch a donor will receive after making a gift to your organization. And the pledge reminders will begin like clockwork. While serving a technical, legal, and financial purpose, these opportunities remain important engagement touch points with donors. Join us as we explore the core tenants and best practices of tax receipting and pledge reminders, while viewing examples of programs and collateral that successfully balance recognition, gift fulfillment, and donor retention.

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