Donation Letter

Take this example donation letter from San Francisco based Nonprofit A Meal With Dignity.

Elements of an effective donation letter

  • Organization name and address
  • Personalized message
  • Summary of mission, goals, objectives, and accomplishments
  • Call-to-Action with links to "Donate Now"
  • Itemizes previous years personal or household donations

The letter additionally provides IRS tax deduction information for Accountants, plus an addendum with the Donor's entire donation history.

Donation Letter Example

What's New in iDialogue?

Some new iDialogue features and tips to help you engage with Donors using Salesforce-managed content and documents:

iDialogue now supports Lightning Email templates, and the ability to send highly personalized emails to your Donors using rich HTML text. This FREE iDialogue email template is optimized for mobile and desktop delivery, and tested to pass a variety of spam email filters.

Pre-Built Document Batches

The iDialogue NPSP Accelerator provides pre-built batch templates for generating year-end letters to donating households.

Batch from Reports

One of the most requested features from Nonprofit Admins is the ability to use Salesforce Reports to identify donation letter recipients. iDialogue Batch Document Generation now supports Report Sources. No more SOQL or query builders required!

New Tax Laws

In 2023 and 2024, taxpayers must return to itemizing their deductions on Schedule A in order to take a charitable tax deduction. The special 2021 rules were not extended. You can greatly simplify this process for Donors by providing itemized end of year receipt with itemized donations. Learn more about charitable deductions for Tax years 2023 and 2024.

Tax Deduction

Document Sections

Insert personalized messages and paragraphs into donation letters using the new document sections template syntax.

How can we help?

If you've installed iDialogue from the AppExchange, then our Professional Services Team is on-call and available to help install, configure, or customize your batch donation letters.