Need copies of AI Acknowledgements Emailed
For audit purposes, we need copies of the full email template and letter sent to donors. Or create a BCC so we can automatically get copies of the letter sent to our emails as well.
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Guest
- Nov 4 2025
- Reviewed: Voting Open
Related ideas
At the end of the year, our auditors want copies of our donor acknowledgement letters/receipts. We need a full version of what they received, including any footnotes with tax ids and benefits included. We cannot use an action on the record only for this purpose.