Acknowledgement Letters through NXT

@Bernard Nemis - There are a few ways you can set up Acknowledgements in WV from AI Acknowledgements (under Fundraising), a third party app, or Power Automate. I'm partial to PA because you can automate your entire process start to finish. You can build automations yourself within PA or hire a Blackbaud Partner like AutomateGenius to do it for you - check out this link for more info:

https://automategenius.com/automations/send-faster-gift-acknowledgements/

@Bernard Nemis
while i am not sure what google capability is with creating a receipt doc, turning into pdf, and then attaching it to an email, you can always make the email body as the receipt itself, no attachment, and the email printed out is the receipt, though NOT best branding-wise, but “can” get the job done.

if you are going to use PA, you will need a PA license anyway, so might want to consider getting ONE license of office 365 that can come with OneDrive. Non-profit price exists for MS, so i can't imagine it costing too much, but the return of investment will be very high

@Bernard Nemis
Power Automate is a cloud based service, what OS doesn't matter, use browser

@Bernard Nemis - @Dan Snyder has created an acknowledgement process while at a Google shop utilizing Power Automate. He's a good resource for this type of build.

As for AI Acknowledgements - disclaimer: I tested this feature when it was first released, things may have changed in the last few months. I believe you'll need to process gifts one at a time, the system will generate copy through AI based on profiles that you set up in advance. It will only be able to generate acknowledgements to donors that have a valid email on their record. For me, it's not a complete solution and therefore I prefer Power Automate.

@Alex Wong putting receipt info in the body of an email with no attachment is a security risk. In Canada, for example, their CRA (Canadian Revenue Agency) does not allow emailing sensitive tax information like receipts except unless in an attached PDF. You can also up the security by sending the PDF as an encrypted PDF.