Setting Up Custom Thank-You Emails and Receipts

Every donation should be followed by a warm, branded thank-you. LevCharity lets you customize the thank-you email and the attached tax receipt — including Canadian CRA-compliant formats and Fair Market Value deductions for events.

Editing the Donor Thank-You Email

Global thank-you (applies to all forms):

1. Go to Email Manager in the sidebar.
2. Find the Donation Completed – Donor trigger.
3. Click Edit to open the wizard.
4. Customize the subject line (e.g., "Thank you, [First Name] — your gift makes a difference") and the body copy.
5. Use merge tags to personalize: [donor_first_name], [donation_amount], [campaign_name], [organization_name].
6. Under Delivery Rules, you can set a send delay (e.g., send 30 minutes after the donation) to make it feel less automated.
7. Save.

Per-form override: To use a different thank-you for a specific form:

1. Open the donation form or campaign editor.
2. Go to the Emails tab.
3. Enable the override for "Donation Completed – Donor" and customize it there.

Configuring the Tax Receipt

1. In the email editor (step 3 of the wizard), toggle on Attach Tax Receipt.
2. The receipt template is configured globally under Settings → Receipts. You can customize:
   • Organization name, registration number, and address.
   • Receipt numbering format.
   • Custom fields or legal text required by your jurisdiction (e.g., CRA charitable registration number for Canadian receipts).
3. For event tickets with a Fair Market Value deduction, LevCharity automatically calculates the charitable portion based on the FMV you set per ticket type. No manual calculation needed.

Receipts for Recurring Donations

For monthly donors, LevCharity sends a receipt for each individual charge by default. If your organization issues annual summary receipts instead, you can configure this behavior under Settings → Receipts → Recurring Receipt Mode.

Testing Your Emails

Before going live, use the Send Test button in the email editor to send a preview to your own email address. This shows the actual rendered email including any merge tags resolved with sample data — so you can catch formatting issues before real donors see them.