How to Use PostSheet for Automated Donation Thank-Yous and Tax Receipts

Donors don’t just want a receipt — they want to feel like their gift mattered.

Whether you’re running a nonprofit, a fundraising campaign, or a personal giving initiative, how you say “thank you” matters. It’s not just a formality — it’s a critical moment to reinforce trust and build lasting relationships.

With Google Sheets + PostSheet, you can automatically send personalized thank-you emails and tax receipts to every donor — fast, compliant, and heartfelt.

Let’s walk through how to do it.

🙌 Why This Matters for Donor Experience

When someone donates, they’re saying, “I believe in what you’re doing.” That deserves more than a robotic receipt.

Great post-donation emails:

✅ Build trust
✅ Show gratitude
✅ Provide compliance (IRS / legal receipts)
✅ Encourage future giving
✅ Help you stand out from other asks

📋 Step 1: Set Up a Donation Tracker in Google Sheets

You can connect this to your donation platform (Stripe, PayPal, Donorbox, etc.) or fill it manually.

NameEmailDonation DateAmountCampaignReceipt IDReceipt Link
Jamie Wongjamie@email.com2025-04-18$100Spring FundraiserRCP-20250418link.com/rcp-jamie.pdf
Alex Riveraalex@email.com2025-04-17$250Emergency ReliefRCP-20250417link.com/rcp-alex.pdf

Optional fields:

  • Payment method
  • Frequency (e.g. one-time, recurring)
  • Region or donor type
  • Whether they’ve received a thank-you yet

📝 Step 2: Create a Personalized Thank-You Email in PostSheet

Example template:

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Subject: Thank you, {{Name}} 🙏

Hi {{Name}},

We just wanted to say thank you for your generous donation of **${{Amount}}** to our {{Campaign}} campaign on {{Donation Date}}.

Your gift helps us [insert impact statement here — like “deliver clean water,” “shelter families,” or “fund scholarships”].

Attached is your tax-deductible receipt (ID: {{Receipt ID}}). You can also download it here: {{Receipt Link}}

We’re truly grateful for your support.

With gratitude,  

[Your Organization Name]

You can customize this per campaign or donor type by adding conditional logic.

📄 Step 3: Generate and Attach Tax-Compliant Receipts

Using PostSheet’s PDF generation feature, you can create clean, professional-looking receipts:

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[Organization Name & EIN]  

[Address / Contact Info]

Date: {{Donation Date}}  

Donor: {{Name}}  

Amount: ${{Amount}}  

Receipt ID: {{Receipt ID}}  

Campaign: {{Campaign}}

Thank you for your charitable contribution. No goods or services were provided in exchange for this donation.

✅ Branded and compliant
✅ Automatically named and stored
✅ Sent with (or linked in) the thank-you email

🚀 Step 4: Send in Batches (or Trigger Automatically)

Once your donation data is in your spreadsheet:

  1. Filter for new or unthanked donors
  2. Connect your sheet to PostSheet
  3. Map the fields (Name, Amount, Campaign, etc.)
  4. Preview the email + PDF receipt
  5. Send now or schedule weekly

PostSheet sends from your real email address, which improves deliverability and makes responses more personal.

🔁 Bonus: Set Up Follow-Ups or Annual Summaries

You can also use PostSheet to:

  • Send quarterly or annual giving summaries
  • Remind recurring donors about upcoming charges
  • Share updates on how their donations were used
  • Send event invites or exclusive donor updates

Just filter and segment your sheet accordingly.

💡 Tips for Stronger Donor Communication

  • Add a personal sentence to high-value donors or repeat givers
  • Use conditional content for different campaigns
  • Include a clear CTA (e.g. share, match, invite others)
  • Reuse your setup year after year — just update the spreadsheet

✅ Final Thoughts: Make Gratitude Easy, Personal, and Scalable

PostSheet helps you do what matters most: say thank you in a way that feels sincere, timely, and professional.

Whether you’re sending 10 receipts or 10,000, you’ll save hours — and build deeper trust with every donor.

Start sending better donor follow-ups →
Try PostSheet free

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