Thank you letter for Donor-Advised Fund

When sending acknowledgments for Donor-Advised Fund (DAF) donations, you typically do not want a receipt stub to appear at the bottom of the PDF. Follow these steps to set this up correctly in CMS Cloud.

Step 1: Create a New PDF Template

1. Go to Settings > Transactions Module > PDF Templates.
2. Upload your stationery without the receipt stub.
3. Name this template something like DAF–No Receipt.

Note: This template will be used specifically for DAF acknowledgments so that the receipt stub does not appear on the bottom of the PDF.

Step 2: Create a New Thank-You Letter

1. Create a new letter and name it DAF Thank You (or similar).
2. When editing the PDF Text for this letter, select the DAF–No Receipt PDF template you created in Step 1.

Note: By selecting this template, the generated PDF will use your stationery but will not include a receipt stub, keeping the document appropriate for DAF gifts.

Step 3: Sending a Receipt for a DAF Donation

1. When sending a thank-you or receipt for a DAF gift, choose the DAF Thank You letter.
2. Generate the PDF.

Note: Since this letter is tied to the No-Receipt PDF template, the receipt stub will not appear at the bottom of the PDF. This ensures your acknowledgment is formatted correctly for DAF donations.