Award: Bronze

Institution: University of Connecticut Foundation, Inc

Title of Entry: Receipt Management

About this Entry: The UConn Foundation views its gift receipts as an important donor touchpoint and, accordingly, pays close attention to the quality and accuracy of these documents. Our process involves reviewing donor names, addresses, gift amounts, and designations for accuracy, and was, until recently, a highly manual activity. For certain gifts, review and approval by management is required prior to sending the receipt. In addition, we previously had limited flexibility for updating receipt content and design, as the receipts were produced via a highly complex Word mail merge template that required a user with high mail merge proficiency to manage changes. Lastly, while we were able to track that a receipt had been sent, we had no method of viewing the actual receipt in connection with corresponding transaction(s) or tracking document approvals.

The UConn Receipt Management tool was created to automatically collect transactions awaiting receipt, facilitate the review and update related data as necessary, handle routing for manager review and approval, and simplify the definition and update of the receipt content as needed, including the ability to define content and appearance based on a wide variety of criteria. It was designed and built completely in-house, is accessible from within our Blackbaud CRM database, and incorporates features of the resident CRM Receipts process as well as the PaperSave document management system.